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.

LATEST INSIGHTS

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The Fed Remains Accommodative
Quick Views Interest Rates

The Fed Remains Accommodative

Nick Maroutsos discusses why he believes today’s Fed decision to leave rates unchanged should support the positive environment for stock and bond markets in 2020.

Low Return Dispersion, High Correlations Point to “Groupthink” in Equity Markets
Quick Views Volatility

Low Return Dispersion, High Correlations Point to “Groupthink” in Equity Markets

Rather than making forecasts based on economic assumptions, we take a more integrated view of equity market opportunities.

Election Insights: How Bond Markets May React

Election Insights: How Bond Markets May React

Portfolio Manager John Lloyd offers his views on how potential outcomes of the U.S. presidential election could impact corporate bond 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.

ECB Meeting: One for the Specialists
Quick Views Interest Rates

ECB Meeting: One for the Specialists

Andrew Mulliner, Portfolio Manager Global Bonds, shares his views on the outcome of this week’s European Central Bank meeting.

Do Credit Ratings Obscure Risk and Deter Opportunities?
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Do Credit Ratings Obscure Risk and Deter Opportunities?

Portfolio Managers John Lloyd and Seth Meyer discuss why credit ratings may not be an accurate reflection of risk.

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

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

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.

China: Resilient Despite Challenges
Quick Views China

China: Resilient Despite Challenges

China Equities Portfolio Manager May Ling Wee discusses sectors in China that she believes could represent attractive investment opportunities.

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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.

Market GPS: A Soft Landing Should Support Fixed Income in 2020

Market GPS: A Soft Landing Should Support Fixed Income in 2020

In our view, the Federal Reserve’s accommodative stance should persist throughout 2020, helping sustain the expansion of the U.S. economy.