The Portfolio Construction and Strategy Team explain why investors should consider a dedicated allocation to healthcare, which has historically captured less downside during market sell-offs.
Steve Cain and David Elms from the Diversified Alternatives team join Adam Hetts, Global Head of Portfolio Construction and Strategy, to discuss liquid alternatives at a time when investors are re-evaluating more traditional portfolio allocation philosophies.
The Portfolio Construction and Strategy (PCS) Team discuss what net zero means for portfolio allocation, offer a hands-on guide to tackling the decarbonisation challenge and delve into four key investment themes to be considered.
Portfolio manager Alison Porter discusses the development of ChatGPT and the implications of its release on the tech sector.
Can an allocation to alternatives improve the long-term risk/return trade-off in a portfolio without automatically sacrificing returns? Portfolio Strategist Mario Aguilar, and Matt Bullock and Sabrina Geppert from Janus Henderson’s PCS team investigate…
The Global Technology Leaders Team discuss valuations, growth expectations for 2023 and how technology can address some of the world’s major challenges.
Hamish Chamberlayne, Head of Global Sustainable Equities, provides his investment outlook for 2023 and outlines three key themes that mean there is much to look forward to.
Portfolio Manager James de Bunsen argues why holding investments that can show resilience in the face of multiple, meaningful headwinds, from market volatility to potential stagflation, should give investors confidence in 2023.
Jim Cielinski believes 2023 should bring relief on rates as central bankers recognise their servings of policy tightening are dampening inflation but the corporate outlook is set to be more challenged.
Amid a volatile macroeconomic backdrop, investment vehicles incorporating environmental, social, and governance (ESG) considerations typically underperformed non-ESG peers in 2022. This has galvanised sceptics and led to questions around the validity of ESG. Paul LaCoursiere and Bhaskar Sastry outline three reasons why ESG will remain a crucial consideration for investors.
John Bennett, Director of European Equities, explains why 2023 might be the last chance to get into the asset class.
John Pattullo and Jenna Barnard, Co-Heads of Global Bonds, believe the confluence of attractive yields and an inflection point in rates should make 2023 an opportune year for high quality investment grade and government bonds.
Adrienn Sarandi, Head of ESG Strategy & Development, attended the first week of the COP27 climate talks in Egypt. Here she highlights 10 takeaways and her thoughts around the key issues that were front of mind for those on the ground at the conference.
In this edition of our Global Perspectives podcast series, the Portfolio Construction and Strategy (PCS) Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.” Global Head of PCS Adam Hetts moderates the conversation with two of the team's Senior Portfolio Strategists, Lara Reinhard and Sabrina Geppert.
Hamish Chamberlayne and Aaron Scully on the Global Sustainable Equity Team explain what the Inflation Reduction Act means for sustainability in the US.
John Bennett, Director of European Equities, discusses to what extent his approach to Europe has evolved amid a changing environment.
Recent market consensus has been to de-risk amid a challenging market environment. But is consensus now the right place to be, or do investors run the risk of missing out on some of the best long-term buying opportunities? The Portfolio Construction and Strategy Team explain why now might be the time to be brave while others flee.
Forward, long leading economic indicators have morphed our expectations of an economic growth deceleration in H2 2022 into what now looks like a long and deep global recession into mid-2023 at a minimum. The outlook is one of the most ominous in our careers.
