For individual investors in the UK

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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.

Global Dividend Index

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

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

UK property PAIF: diversification & scale

UK property PAIF: diversification & scale

In this video update, Simon Hillenbrand discusses the FCA’s ongoing consultation into open-ended direct property funds, while Ainslie McLennan provides an update on the Janus Henderson UK Property PAIF highlighting diversification and scale remain key attributes.

Smartphones on wheels

Smartphones on wheels

There are parallels to be drawn between the growth and evolution of electric vehicles and smartphones, with attractive opportunities for savvy investors, according to Alison Porter, Graeme Clark and Richard Clode.

The turn: high yield on the road to deleveraging

The turn: high yield on the road to deleveraging

Tom Ross, within the Global Corporate Credit Team, looks at whether the trajectory of credit fundamentals supports the strength in high yield bond markets.

Secular Tech Themes Still Intact

Secular Tech Themes Still Intact

Powerful secular themes are still the main driver to long-term tech earnings growth.

Making sense of COVID-19 vaccine IP waivers

Making sense of COVID-19 vaccine IP waivers

Why US support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.

Access to medicine – the need for innovation, partnerships and data capture

Access to medicine – the need for innovation, partnerships and data capture

Olivia Gull, Analyst on the Governance and Responsible Investment Team, examines how pharmaceutical companies are addressing the issue of inequitable access to medicine, specifically in low and middle-income countries.

Global Sustainable Equity: news and opportunities (April 2021)

Global Sustainable Equity: news and opportunities (April 2021)

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

The ABC’s of ESG

The ABC’s of ESG

ESG (Environmental, Social and Governance) investing has become a central theme across the investment community. Paul LaCoursiere, Head of ESG Investments, introduces the three main categories of ESG investment strategies and explores some of the considerations to be aware of.

Reflation train — arriving on time

Reflation train — arriving on time

Jenna Barnard and John Pattullo, co-heads of Strategic Fixed Income, dissect the reflation narrative, sharing interesting views that go somewhat against consensus.

Choice growth: potential opportunities from high yield expansion

Choice growth: potential opportunities from high yield expansion

Tom Ross and Seth Meyer, corporate credit portfolio managers, explain why the rise in the size of the high yield bond market is to be welcomed.

Shining a light on ‘hidden’ ESG in European smaller companies

Shining a light on ‘hidden’ ESG in European smaller companies

European smaller companies’ managers Ollie Beckett and Rory Stokes discuss the impact that the rise in ESG has had on the market and why it is important to look beyond ESG ratings.

Nintendo: paving the way for positive play

Nintendo: paving the way for positive play

Hamish Chamberlayne and Ama Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.