Janus Henderson

Co-Head of Global Property Equities, Guy Barnard, discusses the reasons why the team sees a more optimistic outlook for listed REITs for the remainder of the year and into 2024.

Hamish Chamberlayne, Head of Global Sustainable Equities, considers the seismic changes that are happening to make renewable energy the new backbone of the global economy.

Despite the uncertainty, Portfolio Manager Greg Kuhl argues there are grounds for optimism given important differences between public and private commercial real estate.

John Bennett, Director of European Equities, discusses the pitfalls associated with following the ‘hype’ of artificial intelligence (AI) and highlights where opportunities lie for investors.

How much of a role can a liquid alternatives strategy play in a world of heightened geopolitical uncertainty, inflationary pressures, and dramatic changes in monetary policy? David Elms, Head of Diversified Alternatives, considers the value of ‘true’ diversification in unpredictable environments.

While extensive monetary tightening will inevitably impact corporate earnings, Director of Equity Research Matt Peron believes investors should maintain exposure to equities, but do so by prioritizing quality companies.

Anyone who has travelled on the Washington D.C. Metro or the London Underground will be familiar with the phrases “step back” and “mind the gap”. Both are instructive in offering insight into the outlook for fixed income markets.

The increasing use of AI has positive implications for the semiconductor sector as the need for compute power and capital expenditure intensifies, reasons Portfolio Manager Richard Clode.

For the past decade, a long-lasting deflationary economic cycle drove bond yields lower creating the perfect environment for high-growth stocks to flourish. This backdrop saw growth stocks outperform value stocks, with the US leading the growth charge while value-oriented Europe lagged behind. We believe that today’s environment of higher inflation and higher rates provides ground for value stocks to outperform growth, marking a turning point for European equities. So, how will this cycle be different for Europe?

The world in 2023 is one dramatically changed from where it was 12 months earlier. A weakening in the drivers of globalisation, war in Europe and renewed rivalry between economic blocs has seen the world move towards fracturing orbits of influence. These changes have had strong inflationary implications, affecting competition, supply chains and leading to significant energy price volatility.

Aaron Scully, Global Sustainable Equities portfolio manager, highlights three key takeaways from his recent trip to Japan.

Portfolio Manager Luke Newman explores what a change in market dynamics means for long/short investors.

Portfolio managers Ben Wallace and Luke Newman consider what a dramatic change in market conditions could mean for long/short investors.

Tim Gibson, Co-Head of Global Property Equities responds to key questions around the sector and explains why today’s pessimism could actually be an enticing opportunity for investors this year.

Portfolio Manager Richard Clode discusses the collapse of SVB and the likely implications for the technology sector.

Richard Brown and John Bennett, on the European Equities Team, explain why big oil companies are essential for an orderly transition to a low carbon economy.

According to the latest release of the Janus Henderson Global Dividend Index, global dividends reached a high of 1.6 trillion in 2022. Client Portfolio Manager Jane Shoemake discusses the key drivers and why further dividend growth is possible in 2023.

Practice management expert Lindsay Troxell provides actionable steps to help financial professionals take charge of their client experience, or CX.