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Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.
A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.
Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.
What is the outlook for economic growth and how can investors ride out the risks?
Janus Henderson’s Sovereign Debt Index shows that global government debt jumped to US$65.4 trillion in 2021.
By means of 10 charts we explore why we believe active management can be desirable when investing in fixed income.
While Russia is being distanced from the EM universe through exclusion from debt and equity indices, its role as a key commodity exporter will have far-reaching effects across emerging markets that investors need to consider.
Two central banks both have clear intentions to hike interest rates. So why the difference in tone?
Cautioning against classifying the Fed’s interest rate ‘liftoff’ decision as being unequivocally hawkish.
The challenge for central banks has grown more complicated with volatility in bond markets and mounting inflationary pressures. Investors face a similar balancing act in navigating the central bank policy divergence that is set to characterise 2022 and beyond.
The Swiss franc is on an appreciating trajectory versus the euro. What can the central bank do to stem the rise?
Jim Cielinski considers the dilemma for central banks as they are caught between decades-high inflation and an increasingly uncertain growth outlook.