The Corporate Debt Index is a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.
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The more cyclical nature of European equities versus the U.S. and their lower relative valuations may present strong upside potential.
The healthcare sector has proved resilient during past market downturns and may offer growth opportunities regardless of the recession outlook.
After investors had wisely been moving to the short end of the yield curve, intermediate-duration bonds may now be more attractive.
Equities, bonds, property – investors had few places to hide in a challenging 2022 for major asset classes. With correlations and volatility likely to remain high, can an allocation to absolute return help to stabilise returns?
The latest edition of the Janus Henderson Global Dividend Index shows that global dividends reached a third-quarter record of $416 billion.
In a unique recovery environment, sector and style decisions should not be based on a traditional recovery playbook.
CLOs can be an attractive addition to a diverse portfolio.
While many technology companies have found themselves on the wrong side of the disruption cycle, an allocation to tech equities can be rewarding over the long term.