A widening gap in performance between firms with positive clinical data and those without is creating opportunities for stock picking, say Portfolio Managers Andy Acker and Dan Lyons.
Portfolio Managers Andy Acker and Agustin Mohedas explain why shares of companies delivering next-generation therapies for inflammation and immunology (I&I) disorders could have plenty of room to run.
Having returned from a recent trip to San Francisco, Portfolio Manager Greg Kuhl discusses why the team is cautious on the local office market.
In this episode, Portfolio Managers Andy Acker and Dan Lyons explain how the healthcare sector has evolved since the heady days of the pandemic and what role the sector can play in investment portfolios today.
Thematic investing presents equity investors with the unique opportunity to gain exposure to forces that are rapidly reshaping the global economy. Matt Bullock, EMEA Head of Portfolio Construction & Strategy, explores the opportunity-set from a client point of view.
Ahead of speaking at a recent client event focusing on generative AI at Google’s Asia HQ in Singapore, Portfolio Manager Richard Clode shares his thoughts on Google, and AI as the next major compute wave that is going to define the next decade and disrupt many industries.
The Global Bonds Team puts the recent bond bear steepening in context and reflects on what it might mean for the future direction of bond yields.
Although healthcare has lagged the equity market so far in 2023, the sector’s long-term outlook appears stronger than ever, say Portfolio Managers Andy Acker and Dan Lyons.
With yields sharply higher, Jim Cielinski, Global Head of Fixed Income, dissects what is behind the recent move.
Did you know more than $300 billion of business value is at risk globally if no action is taken to address water scarcity? There has been a distinct lack of analysis around the financial risks of water to make well informed investment decisions.
Suney Hindocha, analyst on the Global Sustainable Equity Team led by Hamish Chamberlayne, discusses some of the mission-critical, and often overlooked, businesses that are essential to the megatrends which are shaping the future.
Charlotte Nisbet, Responsible Investment Analyst, discusses why deforestation can have a financially-material impact on companies and how engagement can lead to better long-term investment outcomes.
John Pattullo and Jenna Barnard, Co-Heads of Global Bonds, discuss recent moves in bond yields and why they believe restrictive policy should lead to a pullback in yields from current highs.
Richard Clode, Portfolio Manager, joins Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss thematic investing. They cover the importance of thematics, their take on the do’s and don’ts for investors, key technology themes, and portfolio construction considerations.
Michelle Dunstan, Chief Responsibility Officer, Cat Ziac Boyd, Global Head of ESG Strategy & Operations, and Rowan Buchanan, Senior Sustainability Advisor discuss Janus Henderson’s corporate commitment to climate in honor of Climate Week 2023.
The world is changing faster than ever as powerful forces reshape how people live their lives. Richard Clode, Portfolio Manager, highlights three factors that he believes should shape thematic investing and allow investors to tap into transformational change.
Adrienn Sarandi, global Head of ESG Solutions & Strategic Initiatives, discusses why integrating natural capital related risks and opportunities can enable investors to recognise systemic risks early and allocate capital to solutions that will underpin a more sustainable economy.
Though healthcare may have flown under the market’s radar this year, the sector’s attractive valuations and new growth opportunities are not to be overlooked, say Portfolio Managers Andy Acker and Dan Lyons.
Global technology portfolio manager Richard Clode returns from a recent trip to China highly impressed by tech adoption and the advances companies are making towards a more sustainable world.
Co-Heads of Global Bonds, Jenna Barnard and John Pattullo, discuss policy lags and why they believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.