Global Perspectives

Global Dividend Index

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

Janus Henderson Corporate Debt Index

The Corporate Debt Index is the first edition in a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.

Equity Perspectives

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

Fixed Income Perspectives

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

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The regulatory and policy landscape for big tech

The regulatory and policy landscape for big tech

Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?

Innovation and government aid propel COVID-19 vaccines, biotech sector

Innovation and government aid propel COVID-19 vaccines, biotech sector

New technology and government funding are helping accelerate COVID-19 vaccine development, with potential benefits for the biotech sector over the long term.

First in first out of COVID, how has China fared?

First in first out of COVID, how has China fared?

May Ling Wee, China equities portfolio manager, discusses the main highlights for investors in China stocks over the first half of the year, the implications on portfolio performance and the outlook for the rest of the year.

Tech stocks: looking for secular growth, but not at any price

Tech stocks: looking for secular growth, but not at any price

Global Technology Team portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss why they believe an active approach is now needed more than ever to avoid pockets of extreme tech stock valuations.

Not a question of either/or

Not a question of either/or

Matt Peron, Director of Research, discusses how secular trends and economic recovery present opportunities for stocks and how firms are adapting to shifting customer behaviours in a post-pandemic world.

ESG in COVID times: doing the REIT thing

ESG in COVID times: doing the REIT thing

The Global Property Equities Team highlights how COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.

RBA to markets: “We are still here”

RBA to markets: “We are still here”

Dan Siluk’s insight on why the Reserve Bank of Australia has chosen now to reenter markets with the aim of keeping interest rates at its designated target.

What will it take to sustain the budding market recovery?
Quick Views Coronavirus

What will it take to sustain the budding market recovery?

The elements that have fueled the market recovery and the factors that can help to sustain it.

Can the market’s immunity last?
Quick Views Coronavirus Credit

Can the market’s immunity last?

With economic momentum and corporate bond market strength waning, we more closely examine the outlook for corporate credit.

Fed update: Stealth yield curve control?

Fed update: Stealth yield curve control?

Nick Maroutsos comments on how the Fed, in sticking to its script of accommodative policy, has let financial markets know that it means business in supporting the economy.

Global Sustainable Equity: news and opportunities (July 2020)

Global Sustainable Equity: news and opportunities (July 2020)

Hamish Chamberlayne, Head of Global Sustainable Equities, explores the most recent developments in the world of sustainability as we begin to emerge from the COVID crisis and discusses how the fund has performed in light of this.

A More Stable Outlook for the European High-Yield Market

A More Stable Outlook for the European High-Yield Market

The outlook for the European high-yield market and why we expect it to be relatively stable in the months ahead.