Global Perspectives

Global Dividend Index

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

Global Fixed Income Perspective

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.

LATEST INSIGHTS

Subscribe for relevant insights delivered straight to your inbox

Don’t Discount a 2020 Rebound
Quick Views Volatility

Don’t Discount a 2020 Rebound

While the near-term outlook for the global economy remains weak, some signs indicate that 2020 may be a recovery year.

Summertime Limbo – How Low Can Yields Go?
Quick Views Property Equities

Summertime Limbo – How Low Can Yields Go?

As bond yields fall further, an allocation to REITs could offer the potential for improved risk-adjusted returns in a balanced portfolio.

Let Others’ Mistakes Be Your Opportunity
Quick Views Value Equities

Let Others’ Mistakes Be Your Opportunity

Investors have flocked to the perceived “stability” of growth stocks, but growth at any price does not always lead to gains.

Inflation Risks in a Distracted Market

Inflation Risks in a Distracted Market

As investors focus on the slowing global economy, options markets are warning of another risk that may be flying under the radar: inflation.

Perkins CIO Outlook: Let Others’ Mistakes Be Your Opportunity

Perkins CIO Outlook: Let Others’ Mistakes Be Your Opportunity

Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.

Attaching a Price to Bond Market Liquidity

Attaching a Price to Bond Market Liquidity

With rates low and markets volatile, investors may need to expand their toolkit to reach return objectives.

What Knowledge. Shared means for you

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

We call this ethos Knowledge. Shared

Fundamental Research: What Makes the Janus Henderson Approach Unique?

Director of Research Carmel Wellso discusses Janus Henderson’s unique approach to equity research.

Learning from Argentina: The Importance of Balance in Bond Portfolios
Quick Views Volatility

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.

Life in the Conflict Zone
Quick Views Volatility

Life in the Conflict Zone

Portfolio Manager Paul O’Connor discusses the U.S.-China trade war’s impact on financial markets and shares his global outlook.

Subscribe for relevant insights delivered straight to your inbox

Tell Tail Signs: With the World Distracted, Options Markets Sniffing Signs of Inflation

Tell Tail Signs: With the World Distracted, Options Markets Sniffing Signs of Inflation

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

Volatility Warrants Caution in U.S. High Yield

Volatility Warrants Caution in U.S. High Yield

While U.S. high yield remains an attractive asset class, lofty valuations and rising uncertainty demand a focus on company fundamentals.

Trade War Tension: Look Past the Noise to Navigate Uncertainty
Quick Views Volatility

Trade War Tension: Look Past the Noise to Navigate Uncertainty

George Maris, Co-Head of Equities – Americas, discusses why the markets reacted so dramatically to the recent escalation in the U.S.-China trade war.