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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Crowded Markets Aggravate Coronavirus Fears

Crowded Markets Aggravate Coronavirus Fears

Why narrow investor concentration left markets vulnerable to an exogenous shock such as that caused by COVID-19.

Coronavirus Update: Into the Unknown

Coronavirus Update: Into the Unknown

Addressing the sharp correction in financial markets as concerns grow about the spread of the COVID‐19 coronavirus.

Can Equity Markets Recover from the Coronavirus?
Quick Views Coronavirus Volatility

Can Equity Markets Recover from the Coronavirus?

The spreading coronavirus has caused investors to worry about earnings growth. But as history shows, markets can rebound sharply once virus fears ease.

A Cross-Sector View of Coronavirus Impacts

A Cross-Sector View of Coronavirus Impacts

In this series of videos, our research analysts discuss how the coronavirus could affect various sectors and what investors should be considering amid rising volatility.

Markets Fear a Global Coronavirus Pandemic

Markets Fear a Global Coronavirus Pandemic

Weighing the potential impact on global economic growth as concerns grow about the spread of the coronavirus beyond China.

Coronavirus and Health Care: A Complex Dynamic

Coronavirus and Health Care: A Complex Dynamic

As the coronavirus spreads, some health care companies have warned about falling revenues, while other firms are working on a treatment – and seeing their stocks rise.

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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Coronavirus Uncertainty Likely to Force Fed’s Hand

Nick Maroutsos explains why uncertainty surrounding the coronavirus and its economic impact will lead to perhaps two Fed rate cuts this year.

Reflecting on Coronavirus’ Impact on Today’s Bond Markets

Heightened concerns around the spreading coronavirus caused large moves in many fixed income markets this week.

Election Insights: Post Primaries, Options Market Signals Low Risk
Quick Views Volatility

Election Insights: Post Primaries, Options Market Signals Low Risk

With Democratic primaries now underway, the options market remains sanguine about financial market risk.

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Coronavirus: Assessing Financial Market Impacts

Coronavirus: Assessing Financial Market Impacts

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan novel coronavirus on financial markets.

Election Insights: Stocks Tracking Primary Outcomes

Election Insights: Stocks Tracking Primary Outcomes

Portfolio Manager Marc Pinto weighs in on how equity markets are reacting to the latest developments in the U.S. presidential election.

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.