Global Perspectives

Global Dividend Index

A long-term study into global dividend trends, analyzing dividends paid each quarter by the 1,200 largest firms by market capitalization.

Global Fixed Income Compass

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Global Snapshot

The Janus Henderson Global Snapshot explores themes driving markets, trends to watch, market metrics and an outlook for regions and sectors at quarter end.

Global Sector Views

Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.

LATEST INSIGHTS

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Lower Rates Create Opportunities in Today’s Mortgage Market
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Lower Rates Create Opportunities in Today’s Mortgage Market

Low mortgage rates have sparked a refinancing wave that could create opportunities for investors in mortgage-backed securities.

Learning from Argentina: The Importance of Balance in Bond Portfolios
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Learning from Argentina: The Importance of Balance in Bond Portfolios

The swift collapse in Argentina’s financial markets is a blunt reminder to consider how fixed income portfolios are invested and with what risk.

Mid-Year Market GPS: Geopolitical Tensions

Mid-Year Market GPS: Geopolitical Tensions

Insight on navigating geopolitical risk amid shifting attitudes toward globalization.

Mid-Year Market GPS: Disruptive Forces

Mid-Year Market GPS: Disruptive Forces

Focusing on secular growth drivers as the technology and health care sectors experience rapid change – and bouts of volatility.

Mid-Year Market GPS: When it Comes to Stocks, Trade Rules

Mid-Year Market GPS: When it Comes to Stocks, Trade Rules

Why Portfolio Manager George Maris is keeping a sharp eye on trade disputes in the second half of 2019.

Assessing the BBB Bond Market: It’s Not as Bad as it Seems
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Assessing the BBB Bond Market: It’s Not as Bad as it Seems

Co-Head of Global Credit Research and Portfolio Manager John Lloyd explains why concerns surrounding the growth in BBB-rated debt may be overblown.

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What’s Behind the Historic Valuation Gap in Equities?

Director of Research Carmel Wellso explains how disruption in multiple sectors has led to a wide valuation gap.