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

The Race to Digital: Leaders Pull Ahead, Laggards Fall Behind

The Race to Digital: Leaders Pull Ahead, Laggards Fall Behind

Companies across all industries are working to transition to a digital economy – some with more success than others.

The Growing Organics Market Presents a Natural Investment Opportunity

The Growing Organics Market Presents a Natural Investment Opportunity

Nick Cherney explains how thematic investing allows investors to tap into opportunities presented by broad macroeconomic trends, such as the growing organics market.

G20 Summit: Another Ceasefire, but No Resolution to the U.S.-China Trade War
Quick Views China

G20 Summit: Another Ceasefire, but No Resolution to the U.S.-China Trade War

Why the ceasefire reached between the U.S. and China at the G20 summit in Osaka, Japan, does not necessarily mean an end to the trade war.

Deal or No Deal? What T-Mobile’s Proposed Acquisition of Sprint Could Mean for Bond Markets
Quick Views

Deal or No Deal? What T-Mobile’s Proposed Acquisition of Sprint Could Mean for Bond Markets

Portfolio Manager John Lloyd and Credit Analyst Mike Talaga discuss the bond market implications of T-Mobile’s proposed acquisition of Sprint.

M&A Activity a Favored Prescription for Biopharmaceutical Companies
Quick Views Technology

M&A Activity a Favored Prescription for Biopharmaceutical Companies

Andy Acker discusses how biopharmaceutical companies utilize M&A strategies to fill product pipelines and maintain steady cash flows.

Keeping Perspective: Growth and Value Stocks

Keeping Perspective: Growth and Value Stocks

Co-Head of Equities George Maris suggests opportunities can be found in both growth and value stocks and urges investors to focus on fundamentals.

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

Mid-Year Market GPS: Is Cloud Computing the Next Frontier for U.S. Equities?

Watching for the mega trends that have the potential to spark disruption and create opportunities.

Mid-Year Market GPS: Geopolitical Tensions

Insight on navigating geopolitical risk amid shifting attitudes toward globalization.

Software as a Service: Secular Tailwinds, but Valuations Still Matter
Quick Views Technology

Software as a Service: Secular Tailwinds, but Valuations Still Matter

Why investors should balance the massive earnings potential of SaaS companies and their sometimes lofty valuations.

Subscribe for relevant insights delivered straight to your inbox

Fed Serving Up What Market is Craving
Quick Views Interest Rates

Fed Serving Up What Market is Craving

Why the Federal Reserve was correct in not cutting rates Wednesday and which factors may justify a move lower in July.

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.