For investors in Hong Kong

Global Perspectives

Global Dividend Index

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

Janus Henderson Corporate Debt Index

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

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 risks and opportunities ahead.

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Global Sustainable Equity: news and opportunities (October 2020)
Investment Viewpoints

Global Sustainable Equity: news and opportunities (October 2020)

Hamish Chamberlayne, Portfolio Manager and Head of Global Sustainable Equities, highlights key sustainable news stories for the third quarter of 2020.

Into the fog of uncertainty

Into the fog of uncertainty

What visibility is there for investors right now? Paul O’Connor, Head of the UK-based Multi-Asset Team, looks ahead to the fourth quarter of 2020 and beyond, summarising his latest thoughts on COVID-19, Brexit and the upcoming US election.

US Affordable Care Act: “Reports of my death are greatly exaggerated”

US Affordable Care Act: “Reports of my death are greatly exaggerated”

With the U.S. Supreme Court set to hear arguments about the constitutionality of the Affordable Care Act (ACA) on 10 November, the death of Justice Ruth Bader Ginsburg has raised doubts about the law’s future and led stocks of hospitals and insurance providers to sell off. But Portfolio Manager Andy Acker and Research Analyst Rich Carney say the reaction may be overdone.

What will it take to sustain a market recovery?

What will it take to sustain a market recovery?

Portfolio Manager Jeremiah Buckley discusses the elements that have helped to spur a rebound in equity markets and the factors that can help the budding recovery continue.

COVID and tech: what have we learned as investors?

COVID and tech: what have we learned as investors?

In this video, Denny Fish, Global Technology & Innovation Portfolio Manager, shares his thoughts on how COVID has impacted technology and the key considerations as an investor in the sector.

Abenomics: more arrows in the quiver?

Abenomics: more arrows in the quiver?

In this Q&A, Junichi Inoue, Head of Japanese Equities and Japanese Opportunities Portfolio Manager, discusses the impact of Abenomics and the possibility of its continuation, as well as the implications of COVID on Japanese stocks.

First in first out of COVID, how has China fared?

First in first out of COVID, how has China fared?

May Ling Wee, China equities portfolio manager, discusses the main highlights for investors in China stocks over the first half of the year, the implications on portfolio performance and the outlook for the rest of the year.

Tech stocks: looking for secular growth, but not at any price

Tech stocks: looking for secular growth, but not at any price

Global Technology Team portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss why they believe an active approach is now needed more than ever to avoid pockets of extreme tech stock valuations.

ESG in COVID times: doing the REIT thing

ESG in COVID times: doing the REIT thing

The Global Property Equities Team highlights how COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.

Asia for dividends: comparatively resilient

Asia for dividends: comparatively resilient

In this video Mike Kerley, Asian income equities portfolio manager, provides a review of Asia Pacific ex Japan markets, discusses favoured and avoided markets and the reasons why he expects the region’s dividends to prove resilient.

Global Sustainable Equity: news and opportunities (July 2020)

Global Sustainable Equity: news and opportunities (July 2020)

Hamish Chamberlayne, Head of Global Sustainable Equities, explores the most recent developments in the world of sustainability as we begin to emerge from the COVID crisis.

The office: still relevant

The office: still relevant

In this video, Tim Gibson, Co-head of Global Property Equities shares his views on ‘the new normal’ practice of working from home as well as how offices will need to adapt to suit the changing work environment.