Global Perspectives

Global Dividend Index

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

Global Fixed Income Perspective

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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Looking Beyond Real Estate’s “Core”
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Looking Beyond Real Estate’s “Core”

In an evolving real estate landscape, we believe investors should look beyond the core property categories of retail and office.

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.

Global Sustainability Reaches Tipping Point

Global Sustainability Reaches Tipping Point

Hamish Chamberlayne reflects on key developments in global sustainability and environmental issues over the past year.

Brexit Day: The Shift Begins
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Brexit Day: The Shift Begins

Paul O’Connor, Head of the UK-based Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process.

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.

The Fed Remains Accommodative
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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.

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

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

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.

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ECB Meeting: One for the Specialists
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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.

Global Outlook 2020: A Tale of Two Halves

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.