For investors in Singapore

Global Perspectives

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 markets and opportunities ahead.

Sovereign Debt Index

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

Global Dividend Index

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

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

In the transition to zero carbon, the resources sector is a natural fit

In the transition to zero carbon, the resources sector is a natural fit

Natural resources companies will play a key role in the transition to a low-carbon economy.

Progressing toward a sustainable global economy

Progressing toward a sustainable global economy

Why we believe active engagement is key to gauging companies’ progress on addressing environmental and social issues.

Sustainable investing – the defining decades

Sustainable investing – the defining decades

A lot can happen in 30 years. Over the past three decades, we have seen explosive progress in science, technology and communications. In the same timeframe, the need for sustainable practices has become paramount. On the 30th anniversary since the origins of our Global Sustainable Equity team, we take a look at the developments that

Beating the biotech blues
Quick Views Healthcare

Beating the biotech blues

The sector is experiencing its worst period of relative underperformance on record. But some of history’s biggest biotech pains have been followed by memorable gains.

China Tech Sector: Evolving Regulations, Same Compelling Themes
Quick Views China Technology

China Tech Sector: Evolving Regulations, Same Compelling Themes

Recent adjustments to tech sector regulations in China do not diminish the secular themes behind these companies’ earnings growth.

Growth in the next phase of recovery

Growth in the next phase of recovery

While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.

Global Perspectives: The case for REITs in the economic recovery

Global Perspectives: The case for REITs in the economic recovery

Beyond the economic reopening, many areas of the real estate sector are benefiting from secular trends that could drive long-term inflation-offsetting growth.

Global Technology outlook: prioritizing company fundamentals
Quick Views Technology

Global Technology outlook: prioritizing company fundamentals

Rather than pandemic-related macro developments, the current tech rally is guided by solid fundamentals.

How Can Active Managers Demonstrate Sustainability Credentials in a Post-COVID World?

How Can Active Managers Demonstrate Sustainability Credentials in a Post-COVID World?

From the JHI Global Media Conference: A discussion on how to manage climate risks within portfolios and the challenges it presents.

The Market’s Tug-of-War: Outlook for U.S. Equities

The Market’s Tug-of-War: Outlook for U.S. Equities

From the Janus Henderson Global Media Conference: Positioning portfolios for changing market conditions.

Global Sustainable Equity: news and opportunities (July 2021)

Global Sustainable Equity: news and opportunities (July 2021)

Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.

Decarbonization: How can investors lead the charge to reaching net zero by 2050?

Decarbonization: How can investors lead the charge to reaching net zero by 2050?

From the JHI Global Media Conference: A discussion on global efforts to reach net zero carbon emissions by 2050.