Latest Insights
Signposts to watch as the credit cycle turns
Rates uncertainty and market volatility remain in focus for investors in credit as central banks move more aggressively on their tightening path.
Market volatility amplifies themes in industrials
Considering long-term themes in industrials during the latest stretch of market volatility.
Long-term trends in EM: tech-driven decarbonization efforts fuel opportunity
Where we see potential opportunities as emerging markets decarbonize.
Long-term trends in EM: a growing focus on ESG
ESG factors are becoming increasingly important in the analysis of EM companies.
Bullish inversion: a novel take on the flattening yield curve
Contrary to conventional wisdom, equities investors should interpret an inverted yield curve as a potentially positive development.
Sovereign debt levels hit new records in 2021
Janus Henderson’s Sovereign Debt Index shows that global government debt jumped to US$65.4 trillion in 2021.
Equity income investing: key market drivers
Key market drivers from the first quarter and key themes to watch going forward.
Global stocks provide clues to accelerating inflation
Equity market signals and economic data indicate US consumers are tolerating higher energy prices – for now.
2022: Optimal Conditions for a Liquid Alternative Toolset?
Considering a multi-strategy approach to using liquid alternatives to help improve diversification.
The domino effect: Russia, Ukraine and the rest of EM
While Russia is being distanced from the EM universe through exclusion from debt and equity indices, its role as a key commodity exporter will have far-reaching effects across emerging markets that investors need to consider.
Long-term trends in EM: taking the lead in innovation
How innovation is evolving in emerging markets as EM companies adopt a leading role in major global innovation themes.
ESG 101: untangling the performance conundrum
Recent research calls into question investors’ concerns that incorporating ESG always means sacrificing returns.