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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Learning from Argentina: The Importance of Balance in Bond Portfolios
Quick Views Volatility

Learning from Argentina: The Importance of Balance in Bond Portfolios

The swift collapse in Argentina’s financial markets is a blunt reminder to consider how fixed income portfolios are invested and with what risk.

Life in the Conflict Zone
Quick Views Volatility

Life in the Conflict Zone

Portfolio Manager Paul O’Connor discusses the U.S.-China trade war’s impact on financial markets and shares his global outlook.

Volatility Warrants Caution in U.S. High Yield

Volatility Warrants Caution in U.S. High Yield

While U.S. high yield remains an attractive asset class, lofty valuations and rising uncertainty demand a focus on company fundamentals.

Trade War Tension: Look Past the Noise to Navigate Uncertainty
Quick Views Volatility

Trade War Tension: Look Past the Noise to Navigate Uncertainty

George Maris, Co-Head of Equities – Americas, discusses why the markets reacted so dramatically to the recent escalation in the U.S.-China trade war.

Tariffs Come to Main Street
Quick Views China Volatility

Tariffs Come to Main Street

Consumer Research Analyst Joshua Cummings explains what really spooked markets about the recent escalation of the U.S.-China trade conflict.

Tariffs & Tech: Clarity, Please

Tariffs & Tech: Clarity, Please

Although tech stocks sold off on news of more tariffs, Research Analyst Jon Bathgate says secular tailwinds remain intact for the sector.

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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Industrials’ Q2 Earnings: A Tale of Two Cities
Quick Views Volatility

Industrials’ Q2 Earnings: A Tale of Two Cities

Halfway through earnings season, longer-cycle industrials continue to show signs of strength, while short-cycle firms are dealing with uncertainty.

Mid-Year Market GPS Panel: Key Trends Shaping the Investment Landscape
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Mid-Year Market GPS Panel: Key Trends Shaping the Investment Landscape

In our latest podcast, hear from Janus Henderson’s investment teams on the themes shaping the 2019 investment landscape.

Globalization: Sorry, Donald, It’s Here to Stay

Globalization: Sorry, Donald, It’s Here to Stay

Global Head of Fixed Income Jim Cielinski discusses how attempts to push back on globalization could increase volatility and create a rocky path for investors.

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Mid-Year Market GPS: Is Cloud Computing the Next Frontier for U.S. Equities?

Mid-Year Market GPS: Is Cloud Computing the Next Frontier for U.S. Equities?

Watching for the mega trends that have the potential to spark disruption and create opportunities.

Do You Remember the Global Financial Crisis?
Quick Views Volatility

Do You Remember the Global Financial Crisis?

Portfolio Manager John Pattullo says a combination of fiscal and monetary policy, along with structural reform, is needed to spur global growth.

What the Fed Pivot Means for Asset Class Correlation

What the Fed Pivot Means for Asset Class Correlation

Hear why diversification could be especially important in today’s market environment and why investors should be mindful of correlation.