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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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Is China recovering?

Is China recovering?

Chinese official activity data for December mostly surprised positively, echoing an earlier PMI revival.

Zouden beleggers in 2020 hoog moeten inzetten?

Zouden beleggers in 2020 hoog moeten inzetten?

Tom Ross, corporate credit portefeuillebeheerder, bekijkt de verwachtingen voor high yield-obligaties in 2020.

UK inflation slump piles pressure on tardy MPC

UK inflation slump piles pressure on tardy MPC

The forecast here a year ago was that the MPC would cut Bank rate to 0.5% during 2019.

A “monetarist” perspective on current equity markets

A “monetarist” perspective on current equity markets

The baseline scenario in our previous quarterly commentary was that global economic momentum, having bottomed in Q3 2019, would remain weak in early 2020 before strengthening towards mid-year.

US inventory cycle yet to bottom

US inventory cycle yet to bottom

The modest revival in the global manufacturing PMI in late 2019, on the view here, partly reflects a bottoming out of the global stockbuilding (inventory) cycle.

Wat is ESG en waarom is het belangrijk?

Wat is ESG en waarom is het belangrijk?

Het Corporate Credit-team van Janus Henderson Investors legt uit wat de voordelen zijn van het integreren van factoren op het gebied van milieu, maatschappij en governance (ESG) in de beleggingsbesluitvorming.

Komaf maken met plasticverontreiniging

Komaf maken met plasticverontreiniging

Hamish Chamberlayne, Head of SRI, legt uit hoe een verantwoord gebruik van plastic een belangrijk aspect is bij de evaluatie van de duurzaamheid van een bedrijf.

Chinese credit conditions still tight

Chinese credit conditions still tight

A recent pick-up in Chinese PMIs has boosted recovery hopes but the view here, based on monetary trends, is that such optimism is premature.

An evolving role for Asian dividend-paying stocks (EMEA)

An evolving role for Asian dividend-paying stocks (EMEA)

In this video, Sat Duhra, Co-Manager of the Asian Dividend Income Strategy with Mike Kerley, discusses the sectors that are likely to offer the most attractive dividends and, how improving corporate governance is boosting the dividend culture in Asia. Sat also examines portfolio positioning and key risks for investors.

Ruimte om te groeien? De vooruitzichten voor Amerikaanse aandelen op het einde van de cyclus

Ruimte om te groeien? De vooruitzichten voor Amerikaanse aandelen op het einde van de cyclus

Amerikaanse multi-activabeheerders Marc Pinto en Jeremiah Buckley bespreken de opportuniteiten op de aandelenmarkt aan het einde van de huidige economische cyclus.

Diversified Alternatives 2020 outlook: Out of the Goldilocks zone?

Diversified Alternatives 2020 outlook: Out of the Goldilocks zone?

Will 2019 be considered the last hurrah? Could 2020 mark the beginning of a new era of volatility for global markets? David Elms, Head of Diversified Alternatives, gives some insight into where he sees the most attractive areas of opportunity, and what this might mean for investors.

Is market optimism premature?

Is market optimism premature?

The long-standing view here has been that global economic momentum would bottom around Q3 2019 but remain weak into H1 2020.