For financial professionals in Finland

Global Perspectives

Global Dividend Index

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

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.

Decarbonisation in EM Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

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Corporate bonds: from reassuringly expensive to scary cheap?

Corporate bonds: from reassuringly expensive to scary cheap?

John Pattullo, Co-Head of Strategic Fixed Income, shares how the Strategic Fixed Income Team continue to carry out their day to day jobs successfully, albeit from home, remaining focused on their client outcomes.

Coronavirus update from the Strategic Fixed Income Team

Coronavirus update from the Strategic Fixed Income Team

The spread of the coronavirus across the globe and the oil price war have served to highlight the fragility of the global markets and rattled investors. As concerns for the global supply chains and the health of economies grow, Jenna Barnard, Co-Head of the Strategic Fixed Income Team, shares her views, explaining the steps taken in the team’s portfolios that seek to mitigate the risks.

Expected drawdowns – How much money should I lose?

Expected drawdowns – How much money should I lose?

Can historical and simulated data provide some guidance to what scale of asset price swings investors could expect over time? In this article Portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, address the value of drawdown probabilities in helping to calibrate our expectations of price moves.

Solving a hard problem with a simple model

Solving a hard problem with a simple model

In this article, portfolio manager Aneet Chachra considers the potential benefits of a simple tactical allocation model based on trailing relative returns when looking at US vs emerging markets, and the importance of moving quickly when making investment decisions.

What is ESG and why do we care?

What is ESG and why do we care?

The Corporate Credit Team at Janus Henderson Investors explain why integrating ESG factors into their decision-making is integral to their investment approach.

Strategic Fixed Income outlook 2020 — no reflation without a soft dollar

Strategic Fixed Income outlook 2020 — no reflation without a soft dollar

Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, share their thoughts on bond markets in the coming year; where they see risks and opportunities and where they look for clues.

A sharper focus for 2020 on doing well by doing good

A sharper focus for 2020 on doing well by doing good

Janus Henderson Investors’ sustainability spotlight will shine more brightly on companies that make a positive impact via the circular economy. In the third of a series, the Global Sustainable Equity Team reveals how, where and why.

Demystifying ESG: creating a clear investment case

Demystifying ESG: creating a clear investment case

The Global Sustainable Equity team at Janus Henderson Investors explains how investors should approach environmental, social and governance (ESG) factors, to ensure they have a tangible impact on portfolios.

Podcast: the evolution of strategic fixed income investing

Podcast: the evolution of strategic fixed income investing

John Pattullo, Co Head of Strategic Fixed Income, in conversation Richard Philbin, CIO of Wellian Investment Solutions

What it takes to be an effective sustainability advocate

What it takes to be an effective sustainability advocate

As Head of SRI, Hamish Chamberlayne, champions sustainability every day. It takes authenticity and a desire to take part in resolving real world issues to make any meaningful dent in environmental and social challenges.

Selling volatility – is the juice still worth the squeeze?
Global Perspectives

Selling volatility – is the juice still worth the squeeze?

Are investors being sufficiently compensated for taking asymmetric risk? In this article, portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, evaluate changing market conditions for equity volatility in the US and UK.

Cobalt: saying ‘no’ to child labour

Cobalt: saying ‘no’ to child labour

Ama Seery, analyst within the global Sustainable and Responsible Investment (SRI) Team headed by Hamish Chamberlayne, examines the explosive demand for cobalt to power new technologies and the many risks associated with its supply.