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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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.

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.

Tariffs Come to Main Street
Quick Views China Volatility

Tariffs Come to Main Street

Consumer Research Analyst Joshua Cummings explains what really spooked markets about the recent escalation of the U.S.-China trade conflict.

Tariffs & Tech: Clarity, Please

Tariffs & Tech: Clarity, Please

Although tech stocks sold off on news of more tariffs, Research Analyst Jon Bathgate says secular tailwinds remain intact for the sector.

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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

Chinese Yuan Depreciates to Critical Level Against the U.S. Dollar
Quick Views China

Chinese Yuan Depreciates to Critical Level Against the U.S. Dollar

China’s central bank allows the country’s currency to fall sharply: what it means for investors.

The Case for Investing in Listed Property Equities

Listed real estate stocks may offer the potential for enhanced returns, steady income and greater diversification.

Fed Turns a Page, Cuts Rates
Quick Views Interest Rates

Fed Turns a Page, Cuts Rates

Nick Maroutsos, Co-Head of Global Bonds, discusses the Federal Reserve’s first rate cut in more than a decade and what it means for investors.

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For Small Caps, Index Multiples Obscure Risks
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For Small Caps, Index Multiples Obscure Risks

Portfolio Managers Jonathan Coleman and Scott Stutzman discuss some of the risks of taking a passive approach to small-cap investing in the current market environment.

Cobalt: Saying “No” to Child Labor

Cobalt: Saying “No” to Child Labor

Ama Seery of the global Sustainable and Responsible Investment (SRI) Team discusses the humanitarian and investor concerns related to cobalt mining.

Industrials’ Q2 Earnings: A Tale of Two Cities
Quick Views Volatility

Industrials’ Q2 Earnings: A Tale of Two Cities

Halfway through earnings season, longer-cycle industrials continue to show signs of strength, while short-cycle firms are dealing with uncertainty.