The more cyclical nature of European equities versus the U.S. and their lower relative valuations may present strong upside potential.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The healthcare sector has proved resilient during past market downturns and may offer growth opportunities regardless of the recession outlook.
After investors had wisely been moving to the short end of the yield curve, intermediate-duration bonds may now be more attractive.
The PCS Team explains why certain trends may prove to be supportive for both investment-grade and high-yield credit in 2023.
Equities, bonds, property – investors had few places to hide in a challenging 2022 for major asset classes. With correlations and volatility likely to remain high, can an allocation to absolute return help to stabilise returns?
The Portfolio Construction and Strategy Team provide a hands-on guide to tackling the challenge of portfolio decarbonisation.
The latest edition of the Janus Henderson Global Dividend Index shows that global dividends reached a third-quarter record of $416 billion.
The Global Sustainable Equity Team introduce their fourth Annual Sustainability Report.
Diversification and yield are potential benefits of hard currency debt. We explore others alongside the risks of the asset class.
How the addition of floating rate CLOs to traditional fixed rate bond portfolios may improve risk-adjusted returns.
CLOs can be an attractive addition to a diverse portfolio.