EDITION 24
Global Dividend Index
It analyses dividends paid by the 1,200 largest firms by market capitalisation. It is a measure of progress that global firms are making in paying their investors an income on their capital.
LATEST INSIGHTS
UK election: A winter of contentment?
UK equities long/short manager Luke Newman gives his views on what an unexpectedly large Conservative majority in the UK election has meant for markets, giving some insight into early post-vote trading activity.
Quick view: UK election signals inflows and takeovers
In this video, Laura Foll, UK equities portfolio manager, outlines the initial reaction of markets to the clear Conservative majority in the UK election. She also looks at the two key longer-term implications for investors in the UK equity market.
UK election reaction: continuity and change
Paul O’Connor, Head of the UK Multi-Asset Team, gives his reaction to the UK election result and what it means for the Brexit process.
Quick view: clarity for Christmas
Bethany Payne and Andrew Mulliner, Portfolio Managers within the Global Bonds Team, give their reaction to the UK election result in which the Conservatives took a meaningful majority.
Strategic Fixed Income outlook 2020 — no reflation without a soft dollar
Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, share their thoughts on bond markets in the coming year; where they see risks and opportunities and where they look for clues.
E-commerce continues to disrupt retail real estate
As physical retail spaces like shopping malls lose relevance, they are often replaced by warehouses and distribution centres that support the growing e-commerce model. Janus Henderson’s Global Property Equities Team believes this trend is causing disruption – and creating opportunities – within the real estate sector.
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Can biotech bounce back?
Biotechnology stocks have been suffering a decline for some months. But while the sector faces some challenges, attractive valuations and a rapid pace of medical innovation could become difficult for investors to ignore, says Portfolio Manager Andy Acker.
The haves and have-nots of US high yield
In this video, Rebecca Young, Portfolio Manager within the Strategic Fixed Income team, explains why there is more than meets the eye in the US high yield market and discusses the teams approach to achieving ‘sensible income’.
Growth slowing but precipitous drop unlikely
A new video, ‘Growth slowing but precipitous drop unlikely’, is now available on the blog.
Although the current economic expansion is ageing (bringing us nearer to a recession) leading indicators do not indicate a sharp contraction. What does that mean for equity investors? Director of Research Carmel Wellso explains.
UK politics: new leader, old problems
Paul O’Connor, Head of the UK-based Multi-Asset team, discusses confirmation of Boris Johnson’s appointment as UK Prime Minister and the highly uncertain outlook for Brexit that he, and his divided government must navigate, and the likely market response.
Inflation: is that it?
John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors, which in his opinion, indicate that current inflation is much more cyclical than structural.
Cracks in the Credit Cycle
Portfolio Managers Darrell Watters and Mike Keough identify signs that the credit cycle has turned and highlight what to watch in the year ahead.