For professional investors in Brazil

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.

Latest Insights

Global Sustainable Equity: news and opportunities (January 2022)
Investment Viewpoints

Global Sustainable Equity: news and opportunities (January 2022)

Hamish Chamberlayne reflects on the last quarter of 2021 and looks ahead to the opportunities in the world of sustainability.

The case for emerging market equities

The case for emerging market equities

The Janus Henderson Emerging Market Equity Team believes that a multi-lens approach is necessary to effectively identify the most attractive opportunities and risks within these regions.

Global technology markets seek normalcy in 2022

Global technology markets seek normalcy in 2022

As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.

Global equities: focus on the predictable

Global equities: focus on the predictable

Global Equity Portfolio Manager Gordon Mackay believes investors should focus on more predictable long-term secular trends, which can be powerful tailwinds for certain businesses.

The outlook for large cap US growth equities through renewed volatility

The outlook for large cap US growth equities through renewed volatility

While bouts of market volatility are likely to continue amid divergent macroeconomic themes, Portfolio Manager Doug Rao remains constructive on the prospects for growth in the coming year.

Global equities: balancing a broadening recovery with inflation concerns

Global equities: balancing a broadening recovery with inflation concerns

The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.

Global tech: driven by strength of secular themes in the real world and beyond

Global tech: driven by strength of secular themes in the real world and beyond

Technology is the science of solving problems, which is creating compelling opportunities, according to the Global Technology Leaders Team.

European Equities: stay the course in 2022

European Equities: stay the course in 2022

Could value be where the opportunity lies in European equities in 2022?

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.

Despite headwinds, progress continues for US equities

Despite headwinds, progress continues for US equities

Portfolio Manager Jeremiah Buckley sees continued progress in US equities amid the economic recovery.

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.

Emerging market equities: balancing the promise of innovation with the risk of inflation

Emerging market equities: balancing the promise of innovation with the risk of inflation

The near-term prospects for emerging market equities should be influenced by the trajectory of inflation and policy makers’ response to it.