28 March 2023
Quick view: How will SVB's demise impact technology stocks?
Quick view: How will SVB's demise impact technology stocks?

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

21 September 2022
The case for high yield bonds
The case for high yield bonds

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

16 March 2023
The necessity of big oil in the transition to net zero
The necessity of big oil in the transition to net zero

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.

19 August 2022
Why sick days matter
Why sick days matter

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.

16 March 2023
Global dividends broke new records last year, but growth is likely to slow in 2023
Global dividends broke new records last year, but growth is likely to slow in 2023

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.

12 August 2022
Global equities and the economy: caution does not mean 'run'
Global equities and the economy: caution does not mean 'run'

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

9 March 2023
Client experience for the modern financial professional
Client experience for the modern financial professional

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

8 August 2022
You got a trend in me: 'Recessionary Alpha'
You got a trend in me: 'Recessionary Alpha'

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.

1 March 2023
Back to the future – back to tech?
Back to the future – back to tech?

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.

3 August 2022
Healthcare's recession playbook
Healthcare's recession playbook

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.

14 February 2023
Healthcare: Boosting your defences?
Healthcare: Boosting your defences?

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.

29 July 2022
Has TINA TURNED? Are equities no longer SIMPLY THE BEST?
Has TINA TURNED? Are equities no longer SIMPLY THE BEST?

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.

9 February 2023
Global Perspectives: Seeking to mitigate risk with Alternatives
Global Perspectives: Seeking to mitigate risk with Alternatives

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.

26 July 2022
Anatomy of a short squeeze: causes, outcomes and lessons
Anatomy of a short squeeze: causes, outcomes and lessons

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.

7 February 2023
Trends and opportunities: Sustainability edition
Trends and opportunities: Sustainability edition

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.

26 July 2022
Here's why you should consider staying invested in tech stocks
Here's why you should consider staying invested in tech stocks

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.

7 February 2023
AI ChatGPT – the next great hype cycle?
AI ChatGPT – the next great hype cycle?

Portfolio manager Alison Porter discusses the development of ChatGPT and the implications of its release on the tech sector.

20 July 2022
European equities: do not take a binary approach
European equities: do not take a binary approach

John Bennett, Director of European Equities, discusses why investors should not take a binary view on the value/growth debate and explains why he thinks the worst is yet to come for financial markets.

7 February 2023
Alternatives and downside protection
Alternatives and downside protection

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…

20 July 2022
Is the 60/40 free lunch over?
Is the 60/40 free lunch over?

The Signal and Noise series from Janus Henderson’s Portfolio Construction and Strategy Team seeks to identify historical patterns and precedents through which we can view current market challenges, escape analysis paralysis and drive toward an actionable set of portfolio solutions.