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Alternative Perspectives
Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
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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.
A clear revival in global dividend payments
Clear signs of improvement were seen in global dividend payouts in the first quarter of the year.
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.
Analysing the outlook for global dividends
In this video Ben Lofthouse, Head of Global Equity Income, provides an update on some of the dividend trends that his team are seeing within the world of equity income and what they are doing to react to the COVID-19 pandemic.
Are dividends risky business? REITs can offer some sustainability
Pressure to offer rent deferrals during COVID-19 lockdowns could put dividends paid by real estate investment trusts (REITs) at risk. However, it is becoming increasingly evident that some property sectors may be better able to weather the crisis, according to Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team.
COVID-19: outlook for dividends in 2020
Ben Lofthouse, Head of Global Equity Income, and Jane Shoemake, Investment Director, assess the outlook for global dividends given the wide-reaching implications from the COVID-19 pandemic.
Battery storage solutions key to renewable energy transition
Noah Barrett, lead analyst on the Energy & Utilities Sector Research Team, discusses the importance of battery storage as renewable sources become a larger portion of the power generation mix.
A closer look at explicit portfolio protection
Steve Cain, Diversified Alternatives Portfolio Manager, discusses how incorporating a portfolio protection strategy within Multi Strategy portfolios may offer “crisis alpha” during extreme market conditions.
What now for global equity income investors?
Ben Lofthouse, Head of Global Equity Income, believes that despite the difficulty in providing a short-term outlook due to the unprecedented nature of this tragic coronavirus pandemic, investors are likely to see long-term opportunities from current equity market yields and valuations.