For institutional investors in the UK

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.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

Sovereign Debt Index

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

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Global property: durable cash flows more important than ever

Global property: durable cash flows more important than ever

Pricing power in real estate is a key differentiator in uncertain times.

The investment ramifications of a multipolar world

The investment ramifications of a multipolar world

While the push toward globalization lifted nearly all emerging markets 20 years ago, increased localization will likely result in a dispersion of outcomes based on unique country factors.

Inflation’s nuanced impact on innovation in emerging markets

Inflation’s nuanced impact on innovation in emerging markets

Inflation and policy tightening is causing innovative emerging market companies to shift priorities.

Global Perspectives: Opportunities from ESG headwinds

Global Perspectives: Opportunities from ESG headwinds

How energy price inflation is helping to accelerate the adoption of companies providing sustainable solutions.

The case for Europe
Investment Viewpoints

The case for Europe

Find out why we believe this cycle will be different for European equities.

When the rising tide that lifts all boats subsides

When the rising tide that lifts all boats subsides

This year’s bond market selloff exposed the risks embedded in relative-return strategies tethered to market cap-weighted benchmarks.

How weight loss could yield gains for investors

How weight loss could yield gains for investors

A breakthrough in anti-obesity medication could help millions of people struggling with excess weight and create a new growth opportunity for healthcare investors.

Amazon warehouse slowdown news is overblown

Amazon warehouse slowdown news is overblown

What are the implications of Amazon’s warehouse ‘slowdown’ on REITs?

Absolute return in an inflationary world

Absolute return in an inflationary world

Portfolio Manager Luke Newman considers the opportunities for equity long/short strategies in a world of higher-than-expected inflation, with persistent supply chain issues and rising energy prices pressuring governments and central banks to shift policy.

Investing through a paradigm shift in US mid-cap growth

Investing through a paradigm shift in US mid-cap growth

What a fundamentally changed market could mean for US mid-cap growth investors.

Global dividends break first quarter record in post-pandemic surge

Global dividends break first quarter record in post-pandemic surge

The latest edition of the Janus Henderson Global Dividend Index shows that global dividends surged 11% during the first quarter of 2022.