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Progressing toward a sustainable global economy
Why we believe active engagement is key to gauging companies’ progress on addressing environmental and social issues.
The Importance of Diversifying U.S. Equities Through an Uneven Recovery
In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.
ESG and Women – product design matters
Businesses often fall short of the requirements that make a gender-neutral product genuinely inclusive for women. So, how can companies incorporate truly inclusive design?
The Case for Alternatives in a Buoyant Market
After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.
Natural resources: paving the way towards net zero
Natural resources play a key role in combatting climate change, with exciting opportunities for investors.
Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
While near-term risks exist, the trajectory of emerging markets remains on stable footing
In the transition to zero carbon, the resources sector is a natural fit
Natural resources companies will play a key role in the transition to a low-carbon economy.
Understanding the impact of delta
In the latest video from our ongoing COVID-19 series, Portfolio Manager Dan Lyons and Research Analyst Agustin Mohedas explain why, as well as how the effort to end the pandemic is impacting biopharma.
With early-cycle behind us, securities must stand on own merits
With index-level valuations high, equity investors should focus on individual companies to generate attractive future returns, Director of Research Matt Peron argues.
Australian economic view – September 2021
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
A strong dividend recovery is underway
The latest edition of the Janus Henderson Global Dividend Index shows that the global dividend recovery began in earnest in the second quarter of 2021.
China tech sector: evolving regulations, same compelling themes
Even as they increase regulatory oversight of the tech sector, Chinese authorities still value the role played by private sector companies in digitising the country’s economy, research analyst Adam Wolfman explains.