Janus Henderson

Market change demands a change in investors’ strategies. David Elms, Head of the Diversified Alternatives team, considers the options that alternatives offer when more traditional diversification strategies end up looking the same.

Portfolio manager Alison Porter discusses the backdrop of the technology sector, which provides reasons why companies may look to prioritise digital transformation to offset rising costs.

John Bennett, Director of European Equities, explains why he believes oil prices will remain higher for longer, and what this means for investors.

Portfolio Manager Andy Acker says the health care sector could now be well positioned to offer both defense against market volatility and opportunities for long-term growth.

While larger companies have been the driver of stronger UK equity returns, portfolio manager Laura Foll believes opportunities can also be found in the smid-cap area.

The primary market for convertible bonds came to a halt in the first half of 2022. Portfolio Manager Natasha Sibley explores the adjusted opportunity-set against a reshaped backdrop.

Richard Brown, Client Portfolio Manager on the European Equities Team led by John Bennett, explains why it is prudent to apply a value lens when investing in the ESG space.

Hamish Chamberlayne, Head of Global Sustainable Equities, and Richard Clode, technology equities portfolio manager, discuss how the tiny graphics chip is playing a huge role within the global digital transformation.

All the hallmarks for a recession are baked in the cake but have not washed through the economy yet. Markets will soon be forced to change their focus. (Recorded 25 August 2022)

Technology by nature is an innovative, disruptive and deflationary force, making things faster, cheaper, and more efficient. This means it can offer a solution to inflation, combatting higher input and labour costs given its capability to enable automation and create more efficient products and services. Technology companies also play a key role in sustainability. The major challenges faced by the world today such as climate change, resource constraints and poverty & inequality are all leveraging on innovative new technology for solutions.

What are high yield bonds and why should investors consider them?

Working through illness has become increasingly common, especially with the advent of remote work. Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, discusses why financial professionals tend to avoid taking sick days and how we can begin to reverse the trend.

With corporate performance proving resilient, the attractiveness of many equities market segments has improved during this year’s sell-off.

Mathew Kaleel, Andrew Kaleel and Maya Perone, Portfolio Managers in the Diversified Alternatives team at Janus Henderson, look at the profile of returns for trend following strategies during recessionary environments.

Healthcare historically has outperformed during market downturns, and the current period is no exception. But some areas of the sector tend to be more defensive than others, says Portfolio Manager Andy Acker. At the same time, investors should not lose sight of healthcare’s long-term growth opportunities.

Alistair Sayer, Client Portfolio Manager, considers why investors’ need for real diversification in their portfolios could be a long-term driver of demand for liquid alternatives as they seek to manage inflation and rising rates.

Portfolio Manager Mathew Kaleel and David Elms, Head of Diversified Alternatives, consider the lessons that short squeezes can offer about the inherent danger of carrying excessive leverage or short positions during periods of heightened risk and illiquidity.