EDITION 23
Global Dividend Index
It analyses dividends paid by the 1,200 largest firms by market capitalisation. It is a measure of progress that global firms are making in paying their investors an income on their capital.
Latest Insights
Subscribe for relevant insights delivered straight to your inbox
Argentina: tears flow as markets tumble
Jennifer James, portfolio manager within the Global Bonds Team, discusses the fallout from the shock primary election results in Argentina in August, exploring what this might mean for Argentina’s asset markets and other emerging economies.
Quick view: Chinese yuan depreciates to critical level against the US dollar
Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.
Quick view: Fed turns a page, cuts rates
Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s first rate cut in more than a decade and what it means for investors.
Convergence returns to the fore
Jim Cielinski, Global Head of Fixed Income, provides his perspective on the recent slowdown in global growth and discusses the next steps for central banks.
Quick view: (ECB) shock and bore
The European Central Bank (ECB) meeting on 25 July was billed as the most important ECB meeting of the last few years. Andrew Mulliner, Portfolio Manager within Global Bonds, reflects on the outcome of this highly anticipated session.
Secured Credit Insight: new EU securitisation regulations made simple
With the new EU securitisation regulations in force since the beginning of the year, Edward Panek, Head of ABS Investment in London and a member of the Secured Credit team, examines the main features of the regulation, sharing the team’s interpretation of the rules.
What Knowledge. Shared means for you
At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions.
We call this ethos Knowledge. Shared
Powerplay: geopolitical manoeuvres and their corporate impact
Geopolitical risk continues to be top of mind for investors, particularly the shifting global balance of power from west to east as showcased by the escalating trade friction between China and the US. Charlie Awdry, China equities portfolio manager and Richard Clode, Global Technology portfolio manager, provide candid views on this evolving issue and its significance on how they invest.
Globalisation: Sorry, Donald, it’s here to stay
Jim Cielinski, Global Head of Fixed Income, explains why globalisation is here to stay despite heightened populism.
Tug of war: slowing growth versus easing monetary policy
The US Federal Reserve’s policy shifts have helped support markets in 2019. US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, share their views on the likelihood, timing and scale of any rate cuts in the coming months.
Subscribe for relevant insights delivered straight to your inbox
High yield bond: pushing boundaries
The dovish tilt to global monetary policy should be supportive of asset prices in the near term but portfolio managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high yield bonds. In 1968, in the Men’s 100 metre sprint, Jim Hines of the US
Asian Credit: where returns may actually match risk
Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.
Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)
Paul O’Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the outlook for multi-asset investors in Q3 in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors.