Latest Insights
Subscribe for relevant insights delivered straight to your inbox
Global Perspectives Podcast: The high is back in high yield
Recession risks and rising rates have lifted yields on high yield bonds so are these concerns now largely priced in?
The UK’s dovish turn: The £ gets pounded
The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.
China’s trilemma and the renminbi’s fall
The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?
Market volatility amplifies themes in industrials
Considering long-term themes in industrials during the latest stretch of market volatility.
Long-term trends in EM: tech-driven decarbonization efforts fuel opportunity
Where we see potential opportunities as emerging markets decarbonize.
Earth Day 2022: investing in climate literacy to manage risk
The importance of establishing consistent frameworks for businesses to incorporate climate risk into their strategies and operations.
Long-term trends in EM: a growing focus on ESG
ESG factors are becoming increasingly important in the analysis of EM companies.
Bullish inversion: a novel take on the flattening yield curve
Contrary to conventional wisdom, equities investors should interpret an inverted yield curve as a potentially positive development.
SEC unveils long-awaited climate-related disclosure recommendations
The SEC has proposed new climate-related disclosures for public companies. What are the details?
Sovereign debt levels hit new records in 2021
Janus Henderson’s Sovereign Debt Index shows that global government debt jumped to US$65.4 trillion in 2021.
Equity income investing: key market drivers
Key market drivers from the first quarter and key themes to watch going forward.
Global stocks provide clues to accelerating inflation
Equity market signals and economic data indicate US consumers are tolerating higher energy prices – for now.