Global Perspectives

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

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Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

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Selling volatility – is the juice still worth the squeeze?
Global Perspectives

Selling volatility – is the juice still worth the squeeze?

Are investors being sufficiently compensated for taking asymmetric risk? In this article, portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, evaluate changing market conditions for equity volatility in the US and UK.

Powerplay: geopolitical manoeuvres and their corporate impact

Powerplay: geopolitical manoeuvres and their corporate impact

​Geopolitical risk continues to be top of mind for investors, particularly the shifting global balance of power from west to east as showcased by the escalating trade friction between China and the US. Charlie Awdry, China equities portfolio manager and Richard Clode, Global Technology portfolio manager, provide candid views on this evolving issue and its significance on how they invest.

Globalisation: Sorry, Donald, it’s here to stay

Globalisation: Sorry, Donald, it’s here to stay

Jim Cielinski, Global Head of Fixed Income, explains why globalisation is here to stay despite heightened populism.

Tug of war: slowing growth versus easing monetary policy

Tug of war: slowing growth versus easing monetary policy

The US Federal Reserve’s policy shifts have helped support markets in 2019. US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, share their views on the likelihood, timing and scale of any rate cuts in the coming months.

High yield bond: pushing boundaries

High yield bond: pushing boundaries

The dovish tilt to global monetary policy should be supportive of asset prices in the near term but portfolio managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high yield bonds. In 1968, in the Men’s 100 metre sprint, Jim Hines of the US

Asian Credit: where returns may actually match risk

Asian Credit: where returns may actually match risk

Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.

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Asia – beyond the trade war

​Andrew Gillan, Head of Asia Pacific ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses why he believes investors should remain invested in Asia despite the short-term challenges. He also reflects on the five years he has been managing the strategy.

China’s disruptive internet companies
Global Perspectives

China’s disruptive internet companies

Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses his recent trip to Hong Kong, where he met with a number of Chinese internet companies.

China’s role on the global stage
Global Perspectives

China’s role on the global stage

Charlie Awdry, China equities portfolio manager, discusses how disruption is playing out in China and the potential disruptive impact of China on global markets going forward.

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An American flavour to European high yield
Global Perspectives

An American flavour to European high yield

​Tom Ross and Tim Winstone, Corporate Credit Portfolio Managers, explore the reasons why US companies are borrowing through European bond markets and why this creates potential opportunities for investors.

Chinese equities: could 2019 see a much needed shake-out?
Global Perspectives

Chinese equities: could 2019 see a much needed shake-out?

Chinese equity markets will be anything but dull in 2019, says Charlie Awdry, China equities portfolio manager, with plenty of opportunities for the active investor.

Asian dividend income: back to cyclicals
Global Perspectives

Asian dividend income: back to cyclicals

Investors must toe the line between defensive, sustainable yield names and dividend growth cyclical names into 2019, says Sat Duhra, Asian dividend income strategy portfolio manager.