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Global dividends reached new record in 2021
The latest edition of the Janus Henderson Global Dividend Index shows that global dividends made a strong recovery in 2021.
Strategic Fixed Income: a more fertile environment for bond returns
Jenna Barnard and John Pattullo believe developed market government bonds have a surprise in store in 2022.
Global dividend payouts reach Record Q3 high
Dividends jumped by a record 22% to reach $403.5 billion – an all-time high for the third quarter.
Looking to sustainability for opportunity
Why taking an active approach to sustainable investment could help balance opportunities against the risks in corporate bonds.
Forecasts can fall short; humility and diversity are key
While forecasting interest rates is difficult, humility, diversity and careful portfolio construction may help improve risk-adjusted returns.
Dystopia 2.0? Assessing the post-COVID landscape
COVID-19 propelled the pace of structural change around the globe. What will the world look like going forward?
Inflation: is this the real thing? Is this just fantasy?…
John Pattullo, Co-Head of Strategic Fixed Income, explains why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.