LATEST INSIGHTS
US fixed income: finding a balance in rates and inflation
Why continued uncertainty reinforces the value of maintaining an allocation to high-quality bonds.
Natural resources: the nexus of sustainable development and decarbonisation
The outlook for natural resources as decarbonisation and the growing emphasis on sustainability create multi-decade investment opportunities.
ESG: Forks in the road
2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.
Alternatives 2022: has the bull gone far enough?
David Elms, Head of Alternatives at Janus Henderson, looks ahead to 2022 and considers the value of an allocation to truly diversified strategies after a year of record-breaking market highs.
Secured Credit: 2022 – year of the ‘carry’?
What is in store for secured credit markets in 2022? Colin Fleury, Head of Secured Credit, shares his views.
Despite headwinds, progress continues for US equities
Portfolio Manager Jeremiah Buckley sees continued progress in US equities amid the economic recovery.
Sustainable equities: maintain focus on long term secular growth
Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.
Emerging market equities: balancing the promise of innovation with the risk of inflation
The near-term prospects for emerging market equities should be influenced by the trajectory of inflation and policy makers’ response to it.
Global property equities: evolving for the better into 2022 and beyond
The Global Property Equities Team look back on 2021 and discuss the key trends impacting the global real estate sector.
Fixed Income: The last hurrah
The lagged impact of policy largesse should initially drive earnings and inflation, but as 2022 progresses, a more familiar picture will likely emerge.
Strategic Fixed Income: a more fertile environment for bond returns
Jenna Barnard and John Pattullo believe developed market government bonds have a surprise in store in 2022.
Unlocking value in healthcare stocks
Fewer COVID-related disruptions and less regulatory uncertainty could give overlooked areas of healthcare a boost in 2022.