Global Perspectives

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Fixed Income Perspectives

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

Market GPS Investment Outlook 2020

What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.

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.

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2020 Emerging Markets Outlook: Country Analysis Matters

2020 Emerging Markets Outlook: Country Analysis Matters

Why it is critical to have many lenses through which to identify compelling opportunities in emerging markets.

Market GPS: Global Technology 2020 Outlook

Market GPS: Global Technology 2020 Outlook

Portfolio Manager Denny Fish provides an update on the mega themes reshaping the technology landscape in 2020 and beyond.

Global Outlook 2020: A Tale of Two Halves

Global Outlook 2020: A Tale of Two Halves

Andrew Mulliner, Portfolio Manager within Global Bonds, believes 2020 will prove to be a year of two halves, with a rosier outlook likely later in the year.

Market GPS: Stay Focused on Long-Term Growth Themes

Market GPS: Stay Focused on Long-Term Growth Themes

Portfolio Managers Doug Rao and Nick Schommer discuss why they believe it is important to balance near-term optimism for equities in 2020 with a focus on long-term themes.

Tell Tail Signs: Inflation Potential Shows Little Sign of Abating

Tell Tail Signs: Inflation Potential Shows Little Sign of Abating

Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.

Market GPS: Staying Nimble to Find Value Opportunities

Market GPS: Staying Nimble to Find Value Opportunities

With stock multiples at historic highs, investors may need to increasingly consider downside risk and look broadly to find attractive valuations.

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At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions.

We call this ethos Knowledge. Shared

Market GPS: Out of the Goldilocks Zone?

David Elms, Head of Diversified Alternatives, offers insight into where he sees opportunities in the alternatives space heading into 2020.

Market GPS: The Outlook for Global Property Equities

Guy Barnard and Tim Gibson discuss key opportunities and risks for investors in global property equities in 2020.

Market GPS: Outlook for Bond Markets Hinges on Trajectory of Global Economy

Market GPS: Outlook for Bond Markets Hinges on Trajectory of Global Economy

Co-Heads of Strategic Fixed Income Jenna Barnard and John Pattullo discuss the outlook for bond markets in 2020.

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Market GPS: What’s in Store for China in 2020?

Market GPS: What’s in Store for China in 2020?

Portfolio Managers Charlie Awdry and May Ling Wee share their thoughts on the challenges and opportunities investors may face in China next year.

Tell Tail Signs: Inflation Signals Perking Up

Tell Tail Signs: Inflation Signals Perking Up

Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.

Market GPS: Sustainable Equities in 2020 and Beyond

Market GPS: Sustainable Equities in 2020 and Beyond

We see reason to remain optimistic in 2020 by focusing on companies whose business models support a sustainable global economy.