Leading endowments’ emerging markets equity allocations are significantly overweight compared to other investor types. Suny Park, Chief Institutional Client Strategist, compares allocations and regional valuations, and encourages return-seeking investors to revisit their emerging markets equity allocations.
George Maris, Co-Head of Equities – Americas, discusses the recent sell-off in U.S. equities and what it means for investors.
Nick Cowley, Portfolio Manager on the Global Emerging Market Equities team, discusses the opportunities and risks of investing in family-controlled companies.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.
Family ties constitute a formidable force in both business and investing. Glen Finegan, Head of Global Emerging Market Equities, discusses the merits of family-owned firms as long-term investment opportunities within global emerging markets.
Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.
Explore the opportunity set and key considerations for investors in global emerging market equities.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.
Learn why we believe one must be cautious, selective and patient when seeking investment opportunities in emerging markets (EM).
Our Global Emerging Market Equities Team emphasizes the importance of backing companies with strong corporate governance and technological adaptability, detailing why trust and pragmatism are key components for consumer confidence and sustainable market expansion.
A long-term study into global dividend trends, analyzing dividends paid each quarter by the 1,200 largest firms by market capitalization.
The Janus Henderson Global Property Equities Team shares why they believe an active, selective and focused approach is capable of delivering the most attractive returns to investors.
