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Global Fixed Income Compass

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

Global Snapshot

The Janus Henderson Global Snapshot explores the themes driving markets, the trends to watch, market returns and metrics, and the Multi-Asset Team’s outlook for regions and sectors at quarter end.

Global Dividend Index

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

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 Fixed Income Compass

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

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UK economy still stagnant / recessionary

UK economy still stagnant / recessionary

UK monthly GDP / gross value added (GVA) for October will be released on 10 December, two days before the election. GDP is currently estimated to have fallen by 0.16% in August and 0.07% in September, with the September level 0.10% below the Q3 average.

Global recovery not yet assured

Global recovery not yet assured

Incoming news appears consistent with the assessment here that global industrial momentum bottomed in Q3 but will remain weak through Q1, at least.

Purchasing power: technical support for euro investment grade

Purchasing power: technical support for euro investment grade

Tim Winstone, corporate credit portfolio manager, explains how technical factors are likely to buoy demand for euro investment grade bonds.

E-commerce continues to disrupt retail real estate

E-commerce continues to disrupt retail real estate

As physical retail spaces like shopping malls lose relevance, they are often replaced by warehouses and distribution centres that support the growing e-commerce model. Janus Henderson’s Global Property Equities Team believes this trend is causing disruption – and creating opportunities – within the real estate sector.

Euroland money data solid, leading indicator stabilising

Euroland money data solid, leading indicator stabilising

Euroland money measures rose solidly in October after a minor September slowdown, with the larger trend continuing to suggest stronger economic performance in 2020.

Euroland money data solid, leading indicator stabilising

Euroland money data solid, leading indicator stabilising

Euroland money measures rose solidly in October after a minor September slowdown, with the larger trend continuing to suggest stronger economic performance in 2020.

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Bij Janus Henderson geloven we in het delen van deskundige inzichten voor betere zakelijke en beleggingsbeslissingen.

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Why medium-term inflation risks are rising

Global nominal GDP has slowed significantly since late 2017 but recent stronger money trends suggest a reacceleration during 2020.

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.

Waarde vinden in obligaties tussen de negatieve rentes

Waarde vinden in obligaties tussen de negatieve rentes

Jim Cielinski, wereldwijd hoofd Fixed Income, deelt zijn perspectief op een aantal van de belangrijkste macro-economische factoren die de markten voor vastrentende effecten aansturen.

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Demographics reshape the real estate landscape

Demographics reshape the real estate landscape

In this video update Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team explain that, as baby boomers retire and millennials enter the workforce, their changing housing needs and preferences are creating opportunities for companies to meet the demands of these growing population segments.

China still holding back global money growth

China still holding back global money growth

Money and credit trends suggest that Chinese economic momentum will remain weak through H1 2020.

De volgende fase in de technische disruptie
Megatrends North America

De volgende fase in de technische disruptie

Jeremiah Buckley, medebeheerder van het Janus Henderson Balanced Fund, en Doug Rao, medebeheerder van het Janus Henderson US Forty Fund, bespreken hoe de volgende technologische disruptiefase er kan uitzien en welke gevolgen dat kan hebben op beleggingsvlak.