Global Perspectives

Global Dividend Index

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

Janus Henderson Corporate Debt Index

The Corporate Debt Index is the first edition in a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

LATEST INSIGHTS

Amazon’s customer focus and investing for long-term growth should pay off

Amazon’s customer focus and investing for long-term growth should pay off

Alison Porter, Global Technology equities portfolio manager, comments on Amazon’s most recent quarterly results, which continue to demonstrate the company’s strong position in its cloud infrastructure and paid subscription businesses, as well as growth opportunities in other areas such as advertising.

Australia, Canada and Sweden: save the last dance for me

Australia, Canada and Sweden: save the last dance for me

Jenna Barnard, Co-Head of Strategic Fixed Income at Janus Henderson Investors, explains the rationale for positioning around the team’s ‘divergent economies and monetary policies’ core theme.

The alternative view – storing cash
Global Perspectives

The alternative view – storing cash

​Aneet Chachra and Steve Cain, Portfolio Managers within the Diversified Alternatives team at Janus Henderson, look at the maturity profiles on Treasuries compared with their ‘risk of loss’ history to reach conclusions about where value might lie within shorter maturities.

Quick view: Amazon takes on healthcare
Quick Views

Quick view: Amazon takes on healthcare

Rich Carney, Healthcare Services Analyst with the US-based Janus Henderson Healthcare Sector Team, responds to news that Amazon, Berkshire Hathaway, and JPMorgan Chase plan to form an independent healthcare company to lower costs for their employees.

EM equities: notes from the road in China
Global Perspectives

EM equities: notes from the road in China

​Stephen Deane, Portfolio Manager on the Janus Henderson Global Emerging Market (GEM) Equities Team, recently visited China. Within this article and video Stephen shares his observations on the companies he met, as well the broader opportunities, risks and culture he experienced on the trip.

Quick view: healthcare – Amazon’s next disruption target?
Quick Views

Quick view: healthcare – Amazon’s next disruption target?

Alison Porter, Graeme Clark, and Richard Clode, Portfolio Managers within the Janus Henderson Global Technology Team, provide their views on the news that Amazon, JP Morgan and Berkshire Hathaway are forming an alliance with the aim of lowering healthcare costs for the companies’ employees.

Quick view: healthcare – Amazon’s next disruption target?
Quick Views

Quick view: healthcare – Amazon’s next disruption target?

Alison Porter, Graeme Clark, and Richard Clode, Portfolio Managers within the Janus Henderson Global Technology Team, provide their views on the news that Amazon, JP Morgan and Berkshire Hathaway are forming an alliance with the aim of lowering healthcare costs for the companies’ employees.

China’s pollution crackdown: a secular tailwind for the global natural resources sector

China’s pollution crackdown: a secular tailwind for the global natural resources sector

​David Whitten, Head of Janus Henderson’s Global Natural Resources Team, discusses the significance and implications of China’s crackdown on its worst polluters, which is creating attractive opportunities for many global commodity suppliers.

Essentials: Strategic Fixed Income

Essentials: Strategic Fixed Income

In this ‘Essentials’ video, Co-Heads of the Strategic Fixed Income at Janus Henderson Investors, John Pattullo and Jenna Barnard, provide an overview of the team’s philosophy and approach to investments, while outlining the factors that differentiate their style from peers.

Transportation revolution: investing in the evolution of the automotive industry

Transportation revolution: investing in the evolution of the automotive industry

Richard Clode, Graeme Clark and Alison Porter, portfolio managers in the UK-based Global Technology Team, discuss why transportation revolution is an exciting new investment theme within the team’s portfolios. The team explains how they are investing within this powerful secular growth theme, which is being driven by the convergence of artificial intelligence and the availability of vast amounts of data.

A most unusual cycle — the shrinking of the high yield market

A most unusual cycle — the shrinking of the high yield market

​There are many aspects of this credit and business cycle, which continue to surprise investors and differ from the textbook expectations of an aging bull market. Jenna Barnard explores one aspect unique to the high yield market, which can explain the relentless demand for bonds.

Kardashians and tails

Kardashians and tails

Ten years ago the reality TV family – the Kardashians – came into our lives, just as the S&P 500 reached its pre-financial crisis peak. ​Aneet Chachra, portfolio manager in the Diversified Alternatives team at Janus Henderson, takes a look at fat-tail events and the potential value within the options market.