For investors in Singapore
2022 INVESTMENT OUTLOOK
How should investors prepare for 2022?
Set the course with our Market GPS Investment Outlook
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.
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Natural resources companies will play a key role in the transition to a low-carbon economy.
Why we believe active engagement is key to gauging companies’ progress on addressing environmental and social issues.
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
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.
Recent adjustments to tech sector regulations in China do not diminish the secular themes behind these companies’ earnings growth.
While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.
Beyond the economic reopening, many areas of the real estate sector are benefiting from secular trends that could drive long-term inflation-offsetting growth.
Rather than pandemic-related macro developments, the current tech rally is guided by solid fundamentals.
From the JHI Global Media Conference: A discussion on how to manage climate risks within portfolios and the challenges it presents.
From the Janus Henderson Global Media Conference: Positioning portfolios for changing market conditions.
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.
From the JHI Global Media Conference: A discussion on global efforts to reach net zero carbon emissions by 2050.