LATEST INSIGHTS
Sovereign debt levels hit new records in 2021
Janus Henderson’s Sovereign Debt Index shows that global government debt jumped to US$65.4 trillion in 2021.
Equity income investing: key market drivers
Key market drivers from the first quarter and key themes to watch going forward.
The attraction of European equities
Mario Aguilar, from the Portfolio Construction and Strategy (PCS) Team, considers the value of allocating to European equities for Latin American (LatAm) and US offshore investors.
Biodiversity loss: the other systemic crisis
In this new series of primers we examine key sustainability challenges that humanity is facing.
Global stocks provide clues to accelerating inflation
Equity market signals and economic data indicate US consumers are tolerating higher energy prices – for now.
10 reasons for active management in fixed income
By means of 10 charts we explore why we believe active management can be desirable when investing in fixed income.
One Down, Three to Go
Updated strategist predictions for 2022 and a look at the relationship between first quarter and rest of year returns.
How do ESG factors impact valuations within the technology sector?
Key findings from a study exploring the relationship between environmental, social and governance (ESG) factors and tech company valuations.
Revisiting U.S. Growth in a Challenging Environment
The outlook for growth equities as market dynamics shift.
Can Biotech Bounce Back?
For more than a year, biotechnology stocks have been deep in the red, even as medical breakthroughs continue – a disconnect we think is unlikely to last.
An Investor’s China Conundrum
While we believe the opportunity remains promising, equity investors must understand the growing role political governance plays in China’s economy.
2022: Optimal Conditions for a Liquid Alternative Toolset?
Considering a multi-strategy approach to using liquid alternatives to help improve diversification.