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.
Head of EMEA and Asia Pacific Equities Lucas Klein and Head of Americas Equities Marc Pinto argue that progress on the trade impasse, further monetary easing, pro-growth reforms, and an innovation revolution should all prove supportive to equities over the mid term once the market moves past near-term volatility.
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.
CEO Ali Dibadj provides an update on the three macro drivers we believe will shape markets in the second half of 2025 and how Janus Henderson is helping clients position for a brighter investment future.
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.
Catherine Boyd, Global Head of Responsibility Strategy & Operations, unpacks global climate and nature reporting standards, discussing how they enable investors to make informed investment decisions on financially material factors.
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.
Junichi Inoue, Head of Japanese Equities, contemplates the implications of tariffs on Japanese companies and questions whether the complexities of trade negotiations will lead to a positive outcome.
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.
US trade policy uncertainty has led to a sharp rise in yields for high yield bonds. Fixed Income Portfolio Managers Brad Smith, Brent Olson and Tom Ross consider what current yield levels might mean for investors and whether it may be an opportune time to consider an increased allocation.
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.
Amid a volatile and uncertain environment for global stocks following the US tariffs bombshell, the Global Technology Leaders Team highlights what is driving their thinking and investment decisions
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.
With US President Trump's unprecedented tariff regime reshaping global trade, sparking market volatility, and prompting strategic recalibrations among global investors, our portfolio managers share insights on the longer-term implications for financial markets.
Many businesses have fallen short of the requirements that make a gender-neutral product genuinely inclusive for women. Amarachi Seery, Sustainability Analyst, discusses why it makes good investment sense to design for inclusivity.
Portfolio Manager Richard Clode discusses President Trump’s latest semiconductor restrictions, which are advancing the shift towards AI chip deglobalisation.
In the latest episode of our Global Perspectives podcast series, join Adam Hetts, Global Head of Portfolio Construction and Strategy, as he speaks with Portfolio Manager Nick Schommer about how an independent mindset has shaped his investment approach through a volatile ‒ and unique ‒ COVID environment.
Junichi Inoue, Head of Japanese Equities, is feeling hopeful. While cherry blossoms’ beauty may be fleeting, savvy investors are more likely to appreciate the perennial allure of Japanese stocks.