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.
Welcome to the inaugural issue of Portfolio Panorama by the Janus Henderson Portfolio Construction and Strategy (PCS) Team.
Global dividends rose to $431.1 billion in Q3 2024, a record for the third quarter.
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.
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.
In our latest Credit Risk Monitor, Jim Cielinski discusses the latest impact on the credit cycle.
The Portfolio Construction and Strategy Team provide a hands-on guide to tackling the challenge of portfolio decarbonisation.
Multi-Asset Portfolio Manager Oliver Blackbourn responds as the Bank of England defies expectations and maintains interest rates at a record low of 0.1%.
Paul O’Connor, Head of the UK-based Multi-Asset Team, responds to the latest update from the US Federal Reserve, as it begins to pull back on the massive stimulus measures that have sustained markets and the economy during the pandemic.
Portfolio manager Oliver Blackbourn responds to the latest update from the US Federal Reserve as talk focuses on tapering and interest rate changes.