Global dividends rose to a record $1.66 trillion in 2023, up by 5.0% on an underlying basis.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
How investors can capitalize on a powerful secular growth opportunity: the electrification of the economy.
A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Three stocks that exemplify the benefits of a multidisciplinary approach to investing.
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
Mega-cap tech has dominated recent market performance, but conditions point to a potential broadening of market returns.
Liz Harrison, Fixed Interest Strategist - ESG in the Australian Fixed Interest team, discusses the team's ESG enhancements and accomplishments in 2023.
Join Hamish Chamberlayne, Portfolio Manager for the Global Sustainable Equity Fund, as he looks to navigate through 2024 and provides an update on the portfolio.
Join Shan Kwee, Portfolio Manager for the Sustainable Credit Fund, as he provides an outlook on the portfolio and the movements for credit markets in 2024.
Where we see the most compelling equities opportunities across sectors in 2024.