Latest Insights
Decarbonisation: How can investors lead the charge to reaching net zero by 2050?
From the JHI Global Media Conference: A discussion on global efforts to reach net zero carbon emissions by 2050.
New Frontiers: Navigating SPACs, IPOs and New Inefficiencies
From the JHI Global Media Conference: A look at the short-term opportunities created by money flows.
Market and economy are giving Fed what it wants
Greg Wilensky and Jason England explain that even with an update to its interest rate projections that is perhaps overdue, the Fed can afford to be patient.
Markets shift their tone as economies reopen
Assessing the recent shift in tone in equity markets and the key themes driving volatility.
REITs: Potential for innovation and growth
How REITs fared through the pandemic and how they are positioned as economies reopen.
A clear revival in global dividend payments
Clear signs of improvement were seen in global dividend payouts in the first quarter of the year.
Peak sentiment, peak growth, peak policy
Paul O’Connor, Head of the UK-based Multi Asset Team, considers the prospects for markets as the global recovery gathers momentum and economies begin to reopen.
Commodity indices: The carbon offsetting evolution
How investors can utilise carbon futures, both as an active tool to help mitigate carbon emissions and as a potential additional source of returns.
Global dividends prove resilient despite crisis
Despite the COVID-19 pandemic, global dividends fared surprisingly well in 2020, according to the latest Janus Henderson Global Dividend Index.
2021 institutional client strategy perspectives: Known unknowns
Perspective on some of the major “known unknowns” confronting institutional investors as we step into 2021.
Finding value in each other: Active collaboration in stock and bond analysis
Assessing the benefits of active collaboration in stock and bond analysis.
Peach State run-off could herald a light-blue wave for US politics
With Georgia’s Senate run-off vote offering a final, dramatic twist in the US election, what would it mean if Peach State voters hand power to the Democrats? Paul O’Connor, Head of the UK-based Multi Asset Team, considers the ramifications of a potentially seismic political result.