Welcome to the inaugural issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Global dividends rose to $431.1 billion in Q3 2024, a record for the third quarter.
Capturing yield, diversification, and growth from their fixed income allocations is a challenge facing investors. How does the emerging markets debt hard currency asset class stack up?
Global dividends rose to a record US$606.1 billion, up 8.2% on an underlying basis.
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.
Global dividends rose to a record $1.66 trillion in 2023, up by 5.0% on an underlying basis.
Investors should look beyond the traditional 'Scope' lenses and instead focus on how the capital they allocate enables emissions.
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.
The Portfolio Construction and Strategy Team provide a hands-on guide to tackling the challenge of portfolio decarbonisation.