Given the nature of the underlying collateral, the European ABS sector offers access to different consumer-driven and ‘real economy’ risks, diversifying from corporate credit.
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 shares his views on the tariff cuts agreed by the US and Japan, and its implications for Japanese stocks.
Technology plays a pivotal role in the transition towards a more sustainable world and is a deflationary force. This podcast explores these themes and the investment opportunities.
In a world of constant change, Associate Portfolio Manager Suney Hindocha emphasises that the key to investment success lies in combining duration and innovation, focusing on resilient, high-conviction stocks that align with long-term sustainability trends.
Hamish Chamberlayne, Head of Global Sustainable Equities, explains why investors should not be wrong-footed amid increased volatility in 2022.
European equity portfolio managers Robert Schramm-Fuchs, Tom Lemaigre and Marc Schartz share the key messages from the US-EU trade deal, which should spark renewed optimism in European markets.
Data security is a large and impactful social issue. The Global Technology Leaders Team examines the rising threat landscape and the cybersecurity industry’s solutions to this global challenge.
Portfolio Managers Ian Bettney and Robert Schramm-Fuchs give some insight into the EU's proposed securitisation reforms and discuss whether the simplified regulation framework goes far enough to revitalise the market.
Hamish Chamberlayne and Amarachi Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.
The Global Technology Leaders Team explores how artificial intelligence and accelerating technology adoption is disrupting sports.
The world is facing critical sustainability and social challenges that will require drastic change to overcome. The Global Sustainable Equity Team at Janus Henderson Investors, headed by Hamish Chamberlayne, discuss how companies are working to address these issues and why active engagement is key to gauging their long-term progress.
Junichi Inoue, Head of Japanese Equities, highlights the continuing trend for share buybacks, evidencing the progress being made to modernise Japanese corporates.
A lot can happen in 30 years. Over the past three decades, we have seen explosive progress in science, technology and communications. In the same timeframe, the need for sustainable practices has become paramount. On the 30th anniversary since the origins of our Global Sustainable Equity team, we take a look at the developments that have shaped sustainable investing and the world we live in today.
Our Portfolio Construction and Strategy Team outlines how it employs precision in thematic investing to optimise portfolio performance and capitalise on global economic shifts.
Amarachi Seery, Sustainability Analyst, sheds some positive light on the latest IPCC Report which outlines the harsh reality of the current state of the climate.
Portfolio Manager Alison Porter discusses how AI innovation is accelerating the development of autonomous driving, as well as the opportunities and challenges for its commercial adoption.
This year, small- and mid-cap biotech stocks are experiencing their worst period of relative underperformance on record. Portfolio Manager Andy Acker explains the reason for the pullback and why he’s optimistic the industry can make a strong recovery.
Alex Veroude, Global Head of Fixed Income, believes fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
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.