John Bennett, Director of European Equities, discusses why investors should not take a binary view on the value/growth debate and explains why he thinks the worst is yet to come for financial markets.
The Signal and Noise series from Janus Henderson’s Portfolio Construction and Strategy Team seeks to identify historical patterns and precedents through which we can view current market challenges, escape analysis paralysis and drive toward an actionable set of portfolio solutions.
European equities manager Ollie Beckett and Rory Stokes present the case for European smaller companies and explain why the asset class offers bountiful opportunity for active stock pickers.
John Pattullo explains why he believes a recession seems unavoidable and that we are back to the boom-bust economics of the ‘80s.
Hamish Chamberlayne, Head of Global Sustainable Equities, answers key questions on the drivers shaping environmental, social and governance (ESG) and sustainable investing in 2022 and beyond.
2022 has offered investors little respite, with macroeconomic, geopolitical, sustainability and pandemic-related concerns to contend with. Against a backdrop of persistent inflation, increasingly hawkish central banks and high political tensions from the Russia/Ukraine conflict, how should equity investors best navigate markets? Janus Henderson’s equity specialists explore the implications for investors and discuss where they believe the opportunities lie.
In the latest episode of our Global Perspectives podcast series, Head of Global Sustainable Equities Hamish Chamberlayne and Portfolio Manager Aaron Scully join Adam Hetts, Global Head of Portfolio Construction and Strategy. In this podcast, they discuss key environmental, social and governance (ESG) factors influencing sustainable investing, including Russia, energy price inflation and the rotation away from growth equities, alongside the longer-term structural opportunities generated during current market volatility.
Janus Henderson Investors is delighted to invite you to the Invested in Connecting Equities Forum taking place on Thursday 16 June 2022, 2 – 4pm.
Portfolio manager James de Bunsen considers if alternative assets can help multi-asset investors to navigate this current point in the economic cycle.
Central bank policy is a focus for markets this year as the narrative has shifted towards tightening. Our fixed income teams consider the conundrums facing investors and where, outside of policy, there are opportunities and risks in the bond markets.
With inflation reaching multi-decade highs, Portfolio Managers Jason England and Dan Siluk believe that the path for central banks has become perilously narrow, thus increasing the chances of a policy error catching investors by surprise.
Despite experiencing its deepest and longest drawdown on record, the biotechnology sector looks stronger than ever, says Portfolio Manager Andy Acker, thanks to accelerating innovation and valuations that have reset.
A study by the Global Technology Leaders Team explores the relationship between environmental, social and governance (ESG) factors and the valuations of technology companies. Portfolio Manager Alison Porter shares the key findings.
In this new series of primers, Adrienn Sarandi, Head of ESG Strategy & Development, and Bhaskar Sastry, ESG Content Manager, examine key sustainability challenges that humanity is facing and will continue to face in coming decades. Biodiversity loss is a crisis which we believe could have systemic impacts akin to climate change. While requirements are at the early stages in terms of corporate disclosure of nature-related risks, investors can still play a positive role. We outline considerations for investors seeking to incorporate biodiversity factors in their portfolios.
Janus Henderson launched two new Article 9 Sustainable strategies in August 2021: Sustainable Future Technologies and US Sustainable Equity. Join our investment teams as they discuss their two new Sustainable Thematic Equity strategies. In this webcast our dedicated Sustainability Analyst, Kimberley Pavier, also introduced her latest thinking on developments within the field, whilst Hamish Chamberlayne (US Sustainable Equity) and Graeme Clark (Sustainable Future Technologies) discussed their strategies and long term outlooks.
David Elms and Natasha Sibley from the Diversified Alternatives team consider the value of a multi-strategy approach to using liquid alternatives to help improve diversification and complement traditional asset class allocations.
Adam Hetts and Sabrina Geppert from the Portfolio Construction and Strategy (PCS) Team consider the value of an additional allocation to European equities for UK investors.
Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, join Adam Hetts, Global Head of Portfolio Construction and Strategy, in the latest episode of our Global Perspectives podcast series, discussing all matters bond yields, central bank policies and the economy.
The healthcare sector experienced uneven performance in 2021. Looking ahead, Portfolio Manager Andy Acker believes discounted valuations, innovation and the waning influence of COVID-19 are creating attractive investment opportunities throughout the sector.
Technology plays a pivotal role in the transition towards a more sustainable world and is a deflationary force. In this Q&A portfolio manager Richard Clode explores these themes and the investment opportunities.