Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
LATEST INSIGHTS
Subscribe for relevant insights delivered straight to your inbox
China Decarbonization: The Emergence of a Mega-theme
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonization has the potential to be one of the biggest investment themes over the coming years.
Market Overview: Collateralized Loan Obligations (CLOs)
CLOs are increasingly the linkage between the needs of smaller companies seeking financing and investors seeking higher yields.
ESG in Credit Investing: Themes, Considerations and Implementation
As the focus on Environmental, Social and Governance (ESG) investing globally continues to sharpen, Adrienn Sarandi, Director of Fixed Income ESG, answers some of the most frequently asked questions.
Investing in Diversity: analysing the investment risks and opportunities
Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.
Perkins CIO Outlook: Step Back from the Edge in Favor of Moderation
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
After the Virus: A Binary World
As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Global Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward.
Perkins CIO Outlook: Basic Math Suggests the Low-Return World Is Getting Ridiculous
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
What it takes to be an effective sustainability advocate
As Head of Sustainable & Responsible Investing (SRI), Hamish Chamberlayne champions sustainability every day. It takes authenticity and a desire to take part in resolving real world issues to make any meaningful dent in environmental and social challenges.
Cobalt: saying ‘no’ to child labour
Ama Seery, ESG Analyst on the Global Sustainable Equity Team, examines the explosive demand for cobalt – used to power the batteries of mobile devices – and the many risks associated with its supply.
Perkins CIO Outlook: Staying Mindful of the Consequences of Leverage
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.