For individual investors in the UK

Global Perspectives

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Global Dividend Index

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

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.

Latest Insights

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Cybersecurity: building a safer online world

Cybersecurity: building a safer online world

Data security is a large and impactful social issue. The Global Technology Leaders Team examines the rising threat landscape and the cybersecurity industry’s solutions to this global challenge.

Emerging markets now fertile ground for innovation

Emerging markets now fertile ground for innovation

While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.

COP26: Deforestation, Methane Emissions and Decarbonization in Focus

COP26: Deforestation, Methane Emissions and Decarbonization in Focus

COP26 so far has seen a focus on deforestation, the reduction of methane emissions and decarbonization of steel production and coal usage

Despite sell-off, healthcare fundamentals appear strong

Despite sell-off, healthcare fundamentals appear strong

Like the broader equity market, healthcare stocks experienced bouts of volatility during the third quarter. But attractive valuations, continued innovation and an uptick in merger and acquisitions could help lift the sector, says Portfolio Manager Andy Acker.

Global Perspectives Podcast: Where are the opportunities in undervalued UK equities?
Global Perspectives

Global Perspectives Podcast: Where are the opportunities in undervalued UK equities?

Adam Hetts is joined by UK equities portfolio managers Laura Foll and Indriatti van Hien in a discussion around valuations, the impact of rising inflation, dividends and responsible investing.

A balancing act for both monetary policy and bond investors

A balancing act for both monetary policy and bond investors

Portfolio Managers Jason England and Dan Siluk explain that inflation expectations and their influence on monetary policy will go a long way in dictating the way forward for global bond markets.

COP26: what it is and why it matters

COP26: what it is and why it matters

Why this year’s conference has been given such high attention from the media and our clients, who plans to be there, and why it matters.

Research in Action Podcast: Investing in the renewable revolution

Research in Action Podcast: Investing in the renewable revolution

In a new podcast series from Janus Henderson, Research in Action, Director of Research Matt Peron explains the magnitude of the energy transition now taking place in the economy and what investors should consider as the switch to renewables unfolds.

We can’t afford a COP-out 26
Investment Viewpoints

We can’t afford a COP-out 26

Adrienn Sarandi, Head of ESG Strategy & Development, outlines the commitments that she believes need to be made to deem the COP26 a success in the fight against global warming.

Global tech: keeping perspective in a complex environment

Global tech: keeping perspective in a complex environment

With crosscurrents roiling the tech sector, it’s important to keep strong financial performance and the power of secular themes in mind.

Climate change investing: net zero considerations

Climate change investing: net zero considerations

Paul LaCoursiere, Global Head of ESG Investments, explores key considerations related to climate investing and the path to net zero.

Global Sustainable Equity: news and opportunities (November 2021)
Investment Viewpoints

Global Sustainable Equity: news and opportunities (November 2021)

Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.