Technology by nature is an innovative, disruptive and deflationary force, making things faster, cheaper, and more efficient. This means it can offer a solution to inflation, combatting higher input and labour costs given its capability to enable automation and create more efficient products and services. Technology companies also play a key role in sustainability. The major challenges faced by the world today such as climate change, resource constraints and poverty & inequality are all leveraging on innovative new technology for solutions.

What are high yield bonds and why should investors consider them?

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.

Working through illness has become increasingly common, especially with the advent of remote work. Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, discusses why financial professionals tend to avoid taking sick days and how we can begin to reverse the trend.

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

With corporate performance proving resilient, the attractiveness of many equities market segments has improved during this year’s sell-off.

Growth is more scarce in an economic slowdown. Now is not the time to shy away from the sector that has the longest growth trajectory, argues global technology equities portfolio manager, Richard Clode.

Mathew Kaleel, Andrew Kaleel and Maya Perone, Portfolio Managers in the Diversified Alternatives team at Janus Henderson, look at the profile of returns for trend following strategies during recessionary environments.

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.

Healthcare historically has outperformed during market downturns, and the current period is no exception. But some areas of the sector tend to be more defensive than others, says Portfolio Manager Andy Acker. At the same time, investors should not lose sight of healthcare’s long-term growth opportunities.

Alistair Sayer, Client Portfolio Manager, considers why investors’ need for real diversification in their portfolios could be a long-term driver of demand for liquid alternatives as they seek to manage inflation and rising rates.

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 Mathew Kaleel and David Elms, Head of Diversified Alternatives, consider the lessons that short squeezes can offer about the inherent danger of carrying excessive leverage or short positions during periods of heightened risk and illiquidity.

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 Portfolio Construction and Strategy (PCS) Team discuss why an allocation to technology is essential in a diversified portfolio and highlight some key factors for a rewarding investment.

The Global Technology Leaders Team discuss valuations, growth expectations for 2023 and how technology can address some of the world’s major challenges.