Global Perspectives

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 Sector Views

Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.

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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Combating Bond Market Volatility with Global Diversification

Combating Bond Market Volatility with Global Diversification

Co-Head of Global Bonds Nick Maroutsos explains why investors should be mindful of where they hold duration exposure in light of a flattening yield curve.

Sector Spotlight: Food and Beverage

Sector Spotlight: Food and Beverage

Shifting consumer habits are shaking up the food and beverage industry, creating the need for a selective approach when owning these traditionally defensive names.

How Did They Miss it? Central Bankers and the Global Economic Downturn

How Did They Miss it? Central Bankers and the Global Economic Downturn

Jenna Barnard, Co-Head of Strategic Fixed Income, explains how and why so many major central banks have been wrong footed on economic growth in their countries and around the globe.

Tell Tail Signs: Any More Catalysts for Risk Assets?

Tell Tail Signs: Any More Catalysts for Risk Assets?

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.

Tell Tail Signs: Thank You, Fed – At Least For Now …

Tell Tail Signs: Thank You, Fed – At Least For Now …

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.

Perkins CIO Outlook: Going With the Flow in Life, Not Investing

Perkins CIO Outlook: Going With the Flow in Life, Not Investing

Perkins Chief Investment Officer Greg Kolb shares his equity market insights.

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Finding Stability in a World Uncertain

Ben Lofthouse, CFA, Head of Global Equity Income and Portfolio Manager at Janus Henderson, talks about global equity investing in a time of political and economic uncertainty.

Navigating Volatile Bond Markets

Nick Maroutsos explains why the Fed will likely not meet its 2019 interest rate target and how investors should position themselves for a more subdued rate path.

Setting the Stage for 2019

Setting the Stage for 2019

Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.

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High Yield – Navigating a Slowdown

High Yield – Navigating a Slowdown

Credit managers Tom Ross, Thomas Hanson and Seth Meyer contrast the current backdrop for high yield with previous tightening cycles, indicating that dispersion can be the friend of the active investor.

Risks and Opportunities in Agency MBS

Risks and Opportunities in Agency MBS

A number of factors are set to influence agency MBS in 2019. Head of U.S. Securitized Products John Kerschner discusses the market’s dynamics and the risks and opportunities on the horizon.

Cracks in the Credit Cycle

Cracks in the Credit Cycle

Portfolio Managers Darrell Watters and Mike Keough identify signals indicative of an advancing credit cycle and highlight what to watch in the year ahead.