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Global Perspectives

Equity Perspectives

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

Fixed Income Perspectives

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

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

Global Dividend Index

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

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Natural resources: the nexus of sustainable development and decarbonisation

Natural resources: the nexus of sustainable development and decarbonisation

The outlook for natural resources as decarbonisation and the growing emphasis on sustainability create multi-decade investment opportunities.

ESG: Forks in the road

ESG: Forks in the road

2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.

Sustainable equities: maintain focus on long term secular growth

Sustainable equities: maintain focus on long term secular growth

Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.

COP26: reflections, responsibility and legacy

COP26: reflections, responsibility and legacy

In the aftermath of COP26, we provide perspective on key developments and what they could entail for the asset management industry.

Global Natural Resources: COP26 perspective

Global Natural Resources: COP26 perspective

Daniel Sullivan, Head of Global Natural Resources, discusses what COP-26 means for natural resources investors and the opportunities arising from a climate-conscious world.

COP26 week two: coal, carbon-trading and climate change funding

COP26 week two: coal, carbon-trading and climate change funding

During the second week of COP26, delegations have delved into more detailed talks as they seek to make progress before the conference’s close on November 12.

Is decarbonisation an opportunity for emerging markets?

Is decarbonisation an opportunity for emerging markets?

Paul LaCoursiere chairs a World Climate Summit Investment COP panel discussion with academic, business and government experts to discuss the opportunities and challenges that decarbonisation presents across emerging markets.

Changing perceptions: natural resource companies are providing solutions to support net zero

Changing perceptions: natural resource companies are providing solutions to support net zero

Portfolio Manager Tim Gerrard explains how natural resources companies – specifically industrial gas suppliers – are supporting the transition to zero carbon by developing products and services that help consumers and other entities reduce their carbon emissions.

COP26: “Finance Day” commitments amid greenwashing backlash

COP26: “Finance Day” commitments amid greenwashing backlash

The latter half of week one at COP26 focused on the finance industry’s role in reducing emissions, including potential impending reporting and regulatory requirements.

COP26: Deforestation, Methane Emissions and Decarbonization in Focus

COP26: Deforestation, Methane Emissions and Decarbonization in Focus

COP26 so far has seen a focus on deforestation, the reduction of methane emissions and decarbonization of steel production and coal usage

COP26: what it is and why it matters

COP26: what it is and why it matters

Why this year’s conference has been given such high attention from the media and our clients, who plans to be there, and why it matters.

Research in Action Podcast: Investing in the renewable revolution

Research in Action Podcast: Investing in the renewable revolution

In a new podcast series from Janus Henderson, Research in Action, Director of Research Matt Peron explains the magnitude of the energy transition now taking place in the economy and what investors should consider as the switch to renewables unfolds.