Global Perspectives

Equity Perspectives

Quarterly insight from our Equity team 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 risks and opportunities ahead.

Latest Insights

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.

ESG: technology for good

ESG: technology for good

Alison Porter, portfolio manager in the UK-based Global Technology Team explains the significance of ESG when it comes to investing in tech stocks and how the team proactively engages and manages their portfolios with this in mind.

How is China slowly emerging from the coronavirus aftermath?

How is China slowly emerging from the coronavirus aftermath?

May Ling Wee, China equities portfolio manager, provides evidence that a resumption of economic activity is underfoot in China and discusses the accelerating digitisation of the economy, as well as how both companies and the government are supporting consumers and businesses.

COVID-19: outlook for dividends in 2020

COVID-19: outlook for dividends in 2020

Ben Lofthouse, Head of Global Equity Income, and Jane Shoemake, Investment Director, assess the outlook for global dividends given the wide-reaching implications from the COVID-19 pandemic.

Technology stocks’ financial strength is key to weathering the coronavirus storm

Technology stocks’ financial strength is key to weathering the coronavirus storm

Alison Porter, Graeme Clark and Richard Clode from Janus Henderson’s Global Technology Team explain why the tech sector looks well positioned to brave the coronavirus-induced uncertainty and highlight how as active managers they are maintaining a laser-like focus on companies’ financial strength.

European equities: uncharted waters
Quick Views

European equities: uncharted waters

John Bennett, Director of European Equities, provides a ‘quick view’ update covering the recent market sell-off and portfolio positioning.

COVID-19: cautiously optimistic on Asian equities from an income perspective

COVID-19: cautiously optimistic on Asian equities from an income perspective

Mike Kerley, Asian income equities portfolio manager, shares his views on the latest developments in Asia and discusses the investment implications from an income point of view.

Essentials: the Pan European Property Equities Strategy

Essentials: the Pan European Property Equities Strategy

Guy Barnard, Co-Head of Global Property Equities, and Nicolas Scherf, portfolio manager, provide an introduction to the Pan European Property Equities Strategy, the benefits of investing in listed real estate and why the team believes their approach is unique.

Global tech: actively managing the coronavirus impact

Global tech: actively managing the coronavirus impact

Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team assess the impact of the coronavirus on tech companies and shares their near-term views for the sector, as well as portfolio implications.

Coronavirus: does it change the outlook for Chinese equities? UK

Coronavirus: does it change the outlook for Chinese equities? UK

Charlie Awdry, China equities portfolio manager, shares his views on the current coronavirus outbreak, its impact and the implications for portfolio positioning.

What it takes to be an effective sustainability advocate

What it takes to be an effective sustainability advocate

As Head of Sustainable & Responsible Investing (SRI), Hamish Chamberlayne champions sustainability every day. It takes authenticity and a desire to take part in resolving real world issues to make any meaningful dent in environmental and social challenges.

Cobalt: saying ‘no’ to child labour

Cobalt: saying ‘no’ to child labour

Ama Seery, ESG Analyst on the Global Sustainable Equity Team, examines the explosive demand for cobalt – used to power the batteries of mobile devices – and the many risks associated with its supply.