Janus Henderson has created a new decarbonisation index for emerging markets, with an initial report covering Latin America.
Decarbonisation in emerging markets: a new index to track progress
Equity income investing: key market drivers
Key market drivers from the first quarter and key themes to watch going forward.
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.
Webinar: Inflation, war and rising interest rates
Watch Jay Sivapalan, Head of Australian Fixed Interest, as he discusses the current macroeconomic environment, the importance of active management and provides a strategy update. Financial Planning Association CPD hours will be available for this session.
Manoeuvring multiple economic cycles and market unknowns – bringing together Portfolio Construction and the JH Balanced Strategy
Investors are increasingly trying to make sense of outsized economic data on inflation and its implications for an ongoing economic recovery from the pandemic. Where do interest rates go from here? How long will the current trends of high inflation and high growth continue? Join our Portfolio Construction Team and Balanced strategy portfolio managers as
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.
Equity Income Investing: Key Market Drivers
Key market drivers from the first quarter and key themes to watch going forward.
ESG 101: untangling the performance conundrum
Recent research calls into question investors’ concerns that incorporating ESG always means sacrificing returns.
Global stocks provide clues to accelerating inflation
Equity market signals and economic data indicate US consumers are tolerating higher energy prices – for now.
The fog of war: a multi-asset view
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.