Global Perspectives

Global Dividend Index

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

Global Fixed Income Compass

Quarterly insight from our fixed income teams 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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Mid-Year Market GPS 2019

Mid-Year Market GPS 2019

Which themes are shaping the 2019 investment landscape? Read the thinking of our investment teams in the Janus Henderson Mid-Year Market GPS.

Do You Remember the Global Financial Crisis?
Quick Views Volatility

Do You Remember the Global Financial Crisis?

Portfolio Manager John Pattullo says a combination of fiscal and monetary policy, along with structural reform, is needed to spur global growth.

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

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.

Is It Time to Get Defensive About Your Approach to Asset Allocation?

Is It Time to Get Defensive About Your Approach to Asset Allocation?

Alec Perkins and Ted Thome, CFA, co-portfolio managers of Value Plus Income Fund, explain how a defensive value approach could benefit investors.

Bailing Out the Titanic with a Teaspoon (or Why Hope Is a Strategy for the ECB)
Quick Views Interest Rates

Bailing Out the Titanic with a Teaspoon (or Why Hope Is a Strategy for the ECB)

The June 6 meeting of the European Central Bank (ECB) effectively marked the beginning of the end of its president, Mario Draghi’s, reign.

What the Fed Pivot Means for Asset Class Correlation

What the Fed Pivot Means for Asset Class Correlation

Hear why diversification could be especially important in today’s market environment and why investors should be mindful of correlation.

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

Tell Tail Signs: Signs of Inflation Continue …

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.

Asian Credit: Where Returns May Actually Match Risk

Co-Head of Global Bonds Nick Maroutsos explains why Asia may be an attractive destination for bond investors as loose developed market monetary policy lingers.

Anti-Competitive a Hard Argument to Make Against Large Internet Platforms
Quick Views Technology

Anti-Competitive a Hard Argument to Make Against Large Internet Platforms

Research Analyst Tom DeLong discusses why large Internet companies are well positioned to withstand potential investigations into anti-competitive behavior.

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Do Tariffs Impact Small Caps?

Do Tariffs Impact Small Caps?

Despite their domestic focus, small-cap stocks could still be at risk from rising tariffs, says Portfolio Manager Craig Kempler.

What’s Behind the Historic Valuation Gap in Equities?

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.

Retirement’s Three Phases Call for a Flexible Spending Plan

Retirement’s Three Phases Call for a Flexible Spending Plan

Start thinking about how much money you might need in retirement based on broad age-related lifestyle changes.