Aegon Asset Management

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There are 191 item(s) tagged with the keyword "Janus Henderson".

Displaying: 1 - 10 of 191

Signal from noise: What is going on in the US employment market?

Jenna Barnard, Co-Head of Global Bonds, explores the detail in recent jobs data, suggesting that the worrying level of cooling will further support the case for interest rate cuts.

Tags: Janus Henderson, Inflation
Will a new candidate create volatility for healthcare stocks?

Portfolio Managers Andy Acker and Dan Lyons explain why the change in Democratic nominee for U.S. president is unlikely to result in added uncertainty for the healthcare sector.

Tags: Janus Henderson, Healthcare, Elections
Sustainable equity: Oil imbalance paves way for electric vehicle supply chain growth

Projected growth in electric vehicle (EV) fleets is expected to contribute to a halt in oil demand growth by the decade's end. Hamish Chamberlayne explores the impact on the oil market and bolstered investment opportunities within EV supply chains.

Tags: Janus Henderson, Environmental Social Governance (ESG)
Japanese equities: Corporate governance reform and the biggest surprise of the year

Junichi Inoue, Head of Japanese Equities, and Julian McManus, global equities portfolio manager, discuss the accelerating progress of the second stage of Japan’s corporate governance reforms and the implications for investors.

Tags: Janus Henderson, Environmental Social Governance (ESG)
Biotech sector update: Going for gold

Portfolio Managers Andy Acker and Dan Lyons explain why they think the biotechnology sector could be set up for stronger performance in the quarters to come.

Tags: Janus Henderson, Healthcare
Strategic Bond Quarterly Update

Watch the investment team recap this quarter.

Tags: Janus Henderson
European espresso: Growth trends in skincare and fragrances

As part of our Espresso series, providing an expert blend of views on European equities, Portfolio Manager Jamie Ross argues why selectivity matters during a challenging period for European consumer staples.

Tags: Janus Henderson
European espresso: is this a turning point for semiconductors?

European semiconductor stocks are playing a pivotal role in driving the artificial intelligence (AI) wave within European capital markets. Despite this, the sector is known for its volatility, which often causes the sector's performance to diverge from global economic trends. In the latest of our European Espresso series, Portfolio Manager Robert Schramm-Fuchs shares his insights on the current performance of the semiconductor sector.

Tags: Janus Henderson
European espresso: Initial French election results see a small bounce for risk assets

As part of our Espresso series, providing an expert blend of views on European equities, Portfolio Manager Jamie Ross discusses the short-term impact on European and French stocks of the first round of the French parliamentary elections.

Tags: Janus Henderson, Volatility, Elections
Investing in AI? It's no place for passive

The complexity of artificial intelligence demands an active investment approach to effectively identify opportunities and offer genuine market exposure to investors.

Tags: Janus Henderson, Technology, Artificial Intelligence

Displaying: 1 - 10 of 191