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Emerging Market Equities: Same Storm, Different Boats

Emerging Market Equities: Same Storm, Different Boats

The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.

Giving Savers a Chance in Short-Duration Fixed Income

Giving Savers a Chance in Short-Duration Fixed Income

Negative real yields have punished savers for much of the past decade.

How Are China’s Stock Markets Developing and Evolving?
China Coronavirus

How Are China’s Stock Markets Developing and Evolving?

The impact of “re-shoring” and rising cross-border flows on Chinese markets.

Global Dividends Prove Resilient Despite Crisis
Coronavirus Dividends

Global Dividends Prove Resilient Despite Crisis

Despite the COVID-19 pandemic, global dividends fared surprisingly well in 2020, according to the latest Janus Henderson Global Dividend Index.

Resources in 2021: A Year of Transformation

Resources in 2021: A Year of Transformation

What may lie ahead for the mining, energy and agriculture sectors in 2021 and beyond.

Is There an Investment Case for Oil and Gas During the Energy Transition?

Is There an Investment Case for Oil and Gas During the Energy Transition?

Coming out of the global pandemic, oil and gas could see one more upcycle even as renewables gain market share.

Analyzing ESG Factors for Risk and Opportunity

Analyzing ESG Factors for Risk and Opportunity

Environmental, social and governance (ESG) factors have become a significant risk/opportunity consideration for both companies and investors.

Taking Stock of the Mining Sector

Taking Stock of the Mining Sector

A discussion of drivers of change in the mining sector and why ESG credentials matter in the move toward a digitized, electrified and fossil fuel-free future.

Reflation: Is This the Real Thing or Just Fantasy?
Coronavirus Credit Interest rates

Reflation: Is This the Real Thing or Just Fantasy?

A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.

2021 Institutional Client Strategy Perspectives: Known Unknowns

2021 Institutional Client Strategy Perspectives: Known Unknowns

Perspective on some of the major “known unknowns” confronting institutional investors as we step into 2021.

Biden’s Stimulus Plan: No Free Lunch
Interest rates

Biden’s Stimulus Plan: No Free Lunch

Considering the implications of President Biden’s planned $1.9 trillion fiscal stimulus for the U.S. economy, monetary policy and the markets.