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Vooruitzichten wereldwijd

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

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ESG ontrafelen: een duidelijke beleggingscasus

ESG ontrafelen: een duidelijke beleggingscasus

Het Global Sustainable Equity Team van Janus Henderson Investors legt uit hoe beleggers moeten omgaan met milieu-, maatschappelijke en bestuurlijke (ESG) factoren om er zeker van te zijn deze een concreet effect op de portefeuilles hebben.

Wat is er nodig om een doeltreffende pleitbezorger van duurzaamheid te zijn?

Wat is er nodig om een doeltreffende pleitbezorger van duurzaamheid te zijn?

Als Hoofd van SRI verdedigt Hamish Chamberlayne duurzaamheid elke dag. Het vergt authenticiteit en wilskracht om de reële problemen van de wereld op te lossen en zo een echt verschil te maken voor wat de uitdagingen op het gebied van milieu en de sociale vraagstukken betreft. Hieronder vindt u zijn opinie, samengevat uit een recent interview.

Kobalt: we zeggen ‘nee’ tegen kinderarbeid

Kobalt: we zeggen ‘nee’ tegen kinderarbeid

Ama Seery, ESG-analist van het wereldwijde Sustainable and Responsible Investment (SRI) Team, onderzoekt de explosieve vraag naar kobalt – een mineraal dat wordt gebruikt in batterijen van mobiele apparatuur – en de vele risico’s die hieraan verbonden zijn.

How do tech IPOs perform in their first year?

How do tech IPOs perform in their first year?

Aneet Chachra, portfolio manager within the Alternatives team, takes a quantitative look at US tech initial public offerings (IPOs) and how they have historically performed post-launch.

Strategic Fixed Income: early innings of a sovereign bond bull market?

Strategic Fixed Income: early innings of a sovereign bond bull market?

Jenna Barnard, Co-Head of Strategic Fixed Income, shares her latest views on the bond markets; remaining bullish on duration and retaining a defensive stance in credit.

Strategic Fixed Income: visible signs of a late-cycle world
Investment Viewpoints

Strategic Fixed Income: visible signs of a late-cycle world

A concoction of elements all point to the fact that the global economy is now definitively in the late-cycle stage, while narrative fallacies flourish in the markets.

How will ongoing interest rate divergence impact bond markets?
Investment Viewpoints

How will ongoing interest rate divergence impact bond markets?

Jenna Barnard, Co-Head of Strategic Fixed Income, explains how the persistence of interest rate divergence remains central to the team’s thinking on the outlook for the bond markets.

Money for nothing, right tails for free
Vooruitzichten wereldwijd

Money for nothing, right tails for free

Aneet Chachra, portfolio manager within the Diversified Alternatives team, looks at the disconnect between share valuations and option market pricing and what this might imply for European equities.

Strategic Fixed Income: the turn of the global liquidity cycle

Strategic Fixed Income: the turn of the global liquidity cycle

Jenna Barnard, Co-Head of Strategic Fixed Income, explains the team’s thinking on the bond markets, which revolves around the themes of interest rate divergence and US dollar strength.

The alternative view – storing cash

The alternative view – storing cash

​Aneet Chachra and Steve Cain, Portfolio Managers within the Diversified Alternatives team at Janus Henderson, look at the maturity profiles on Treasuries compared with their ‘risk of loss’ history to reach conclusions about where value might lie within shorter maturities.

Strategic Fixed Income — let’s talk inflation
Investment Viewpoints

Strategic Fixed Income — let’s talk inflation

Ahead of the release of US inflation data tomorrow, Co-Head of Strategic Fixed Income, Jenna Barnard, discusses the markets’ fixation on a regime shift in inflation and the resulting impact on government bonds. The Strategic Fixed Income Team, however, see a different scenario playing out in the long term.

Essentials: Strategic Fixed Income
Investment Viewpoints

Essentials: Strategic Fixed Income

In this ‘Essentials’ video, Co-Heads of the Strategic Fixed Income at Janus Henderson Investors, John Pattullo and Jenna Barnard, provide an overview of the team’s philosophy and approach to investments, while outlining the factors that differentiate their style from peers.