Latest Insights
Asia for dividends: comparatively resilient
In this video Mike Kerley, Asian income equities portfolio manager, provides a review of Asia Pacific ex Japan markets, discusses favoured and avoided markets and the reasons why he expects the region’s dividends to prove resilient.
Avoiding a retest
In this video Tom Ross, corporate credit portfolio manager at Janus Henderson Investors explains why he believes the credit spread wides of March for high yield bonds are unlikely to be retested.
China: a steady early recovery but a moderation expected
In this Q&A, May Ling Wee from the China Equities Team, comments on the key issues impacting China’s recovery post COVID-19 and stock market performance year-to-date.
Accelerating and emerging trends within U.S. equities
Portfolio Managers Marc Pinto and Jeremiah Buckley discuss accelerating and emerging secular themes amid the COVID-19 crisis and which companies stand to benefit.
Investing in health care post COVID-19
Health care’s aggressive efforts to address COVID-19 could have a positive impact on the sector long term, says Portfolio Manager Andy Acker.
Emerging Markets: ‘a rising tide will not lift all boats’
Daniel Graña argues that a large disparity is likely between the success stories of certain emerging market countries and the failures of others.
Sustainability and digitalisation: speeding the transition to a low carbon world
Hamish Chamberlayne, Head of Global Sustainable Equity and Portfolio Manager, explores the advancements made in the digital space and how this is closely linked with a sustainable future.
Making sense of equities in 2020
George Maris, Co-Head of Equities – Americas, recaps equity market volatility in 2020 and what investors should consider as the outlook for the global economy remains unclear.
How do opportunities within Asian equities change post COVID-19?
Andrew Gillan explores the impact of the pandemic on Asian equities and explains why structural growth stories remain intact.
Alterations at the fast fashion industry
Ama Seery, ESG analyst on the Global Sustainable Equity Team, and Charlotte Nisbet, Governance and Responsible Investment Analyst, explore the environmental damage associated with the fast fashion trade and how some companies are changing the shape of the industry.
Are near-term debt levels a distraction?
Credit portfolio managers John Lloyd and Tim Winstone argue that markets are fixated with the near-term expansion in debt levels when a deeper look at credit fundamentals shows a more nuanced picture.
Taking higher-quality risk in core plus bond portfolios
Greg Wilensky, Head of U.S. Fixed Income, discusses the importance of identifying and diversifying risk factors in bond portfolios.