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.

LATEST INSIGHTS

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Longer-Term Drivers for Emerging Markets Intact in Post-COVID-19 World

Longer-Term Drivers for Emerging Markets Intact in Post-COVID-19 World

While the preparedness of emerging markets to confront COVID-19 varies, this period likely marks a shift in what drives these countries’ growth.

Examining the Tech Sector through the Pandemic – and Beyond

Examining the Tech Sector through the Pandemic – and Beyond

How the COVID-19 pandemic has accelerated the adoption of the digital economy by both businesses and individuals.

Keep an Eye on the Real Economy

Keep an Eye on the Real Economy

Why financial markets should ultimately be focused on the outlook for households in consumption-driven economies like the U.S.

What Just Happened in the Oil Market?

What Just Happened in the Oil Market?

The confluence of events that caused a major global oil benchmark to trade below zero for the first time in history.

Oil Crisis Sparks Market Consolidation

Oil Crisis Sparks Market Consolidation

Considering the prospects for equities and other risk assets as negative oil prices put the brakes on the recent V-shaped market recovery.

Risky Business? The Sustainability of REIT Dividends

Risky Business? The Sustainability of REIT Dividends

Real estate investment trusts (REITs) able to collect deferred rent – or that have few rent deferrals in the first place – may be less likely to cut dividends during the crisis.

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.

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How the Crisis Could Solidify Long-Term Investment Themes

Behavioral changes precipitated by the pandemic could help certain companies and sectors emerge from the crisis in a position of relative strength.

How Is China Slowly Emerging from the Coronavirus Aftermath?

How companies and the government are supporting consumers and businesses as economic activity begins to resume in China.

COVID-19: Understanding the Science & Investment Implications (Part II)

COVID-19: Understanding the Science & Investment Implications (Part II)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

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After the Ides of March: The Outlook for Mortgages

After the Ides of March: The Outlook for Mortgages

The outlook for U.S. mortgage-backed securities after March’s liquidity collapse and subsequent stabilization on the back of strong Fed support.

Welcome to the New Fed

Welcome to the New Fed

New policy actions make it clear that the Fed has entered uncharted territory in its commitment to supporting financial markets.

COVID-19: Understanding the Science & Investment Implications (Part I)

COVID-19: Understanding the Science & Investment Implications (Part I)

A new video series from our health care team offers unique insight into how the pandemic is affecting different sectors of the economy.