Global Perspectives

Investment Focus 2020

Our ‘Illumination 2020’ edition shines a light on the investment prospects for 2020.

Global Dividend Index

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

Equity Perspectives

Quarterly insight from our Equity team to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

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Alterations at the fast fashion industry

Alterations at the fast fashion industry

Ama Seery, ESG analyst on the Global Sustainable Equity Team, and Charlotte Nisbet, Governance and Responsible Investment Analyst, explore the environmental damage associated with the fast fashion trade and how some companies are changing the shape of the industry.

Are near-term debt levels a distraction?

Are near-term debt levels a distraction?

Credit portfolio managers John Lloyd and Tim Winstone argue that markets are fixated with the near-term expansion in debt levels when a deeper look at credit fundamentals shows a more nuanced picture.

Taking higher-quality risk in core plus bond portfolios

Taking higher-quality risk in core plus bond portfolios

Greg Wilensky, Head of U.S. Fixed Income, discusses the importance of identifying and diversifying risk factors in bond portfolios.

A negative fed funds rate: not yet willing – or needing – to go “there”

A negative fed funds rate: not yet willing – or needing – to go “there”

Co-Head of Global Bonds Nick Maroutsos states that even without negative interest rates, bond portfolios must work harder to achieve desired results.

Podcast: Understanding the science and investment implications of COVID-19 (part 6)

Podcast: Understanding the science and investment implications of COVID-19 (part 6)

In this latest installment of our series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’s fatality rate and the latest news in vaccine development.

After the Virus: A Binary World

After the Virus: A Binary World

As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Global Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward.

UK commercial property: signs of valuation evidence

UK commercial property: signs of valuation evidence

Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, summarises the investment market, highlighting that the easing of lockdown restrictions has enabled some market transactions to progress and provide signs of valuation evidence.

Office isn’t the next retail

Office isn’t the next retail

The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?

Technology for good: supporting the fight against COVID-19

Technology for good: supporting the fight against COVID-19

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.

Podcast: Understanding the science and investment implications of COVID-19 (part 5)

Podcast: Understanding the science and investment implications of COVID-19 (part 5)

In the fifth installment of a series on the scientific and investment implications of COVID-19, Biotech Analyst, Agustin Mohedas, discusses how efforts to develop treatments and vaccines have accelerated innovation in healthcare.

Podcast: Understanding the science and investment implications of COVID-19 (part 4)

Podcast: Understanding the science and investment implications of COVID-19 (part 4)

In this fourth installment of a series on the scientific and investment implications of COVID-19, Portfolio Manager and Research Analyst Dan Lyons explains the latest drug developments, as well as whether the US can meet its aggressive testing goals to reopen the economy.

Podcast: Understanding the science and investment implications of COVID-19 (part 3)

Podcast: Understanding the science and investment implications of COVID-19 (part 3)

In the third installment of a series on the scientific and investment implications of COVID-19, Health Care Analyst Rich Carney focuses on the impact of the virus within the US and explores the related developments.