Despite experiencing its deepest and longest drawdown on record, the biotechnology sector looks stronger than ever, says Portfolio Manager Andy Acker, thanks to accelerating innovation and valuations that have reset.

A study by the Global Technology Leaders Team explores the relationship between environmental, social and governance (ESG) factors and the valuations of technology companies. Portfolio Manager Alison Porter shares the key findings.

John Pattullo and Jenna Barnard, Co-Heads of Global Bonds, discuss recent moves in bond yields and why they believe restrictive policy should lead to a pullback in yields from current highs.

In this new series of primers, Adrienn Sarandi, Head of ESG Strategy & Development, and Bhaskar Sastry, ESG Content Manager, examine key sustainability challenges that humanity is facing and will continue to face in coming decades. Biodiversity loss is a crisis which we believe could have systemic impacts akin to climate change. While requirements are at the early stages in terms of corporate disclosure of nature-related risks, investors can still play a positive role. We outline considerations for investors seeking to incorporate biodiversity factors in their portfolios.

Looking ahead to the next six months, Richard Bernstein, Global Head of Macro & Customized Investing, explains why it may prove prudent not to follow the risk-taking herd.

Janus Henderson launched two new Article 9 Sustainable strategies in August 2021: Sustainable Future Technologies and US Sustainable Equity. Join our investment teams as they discuss their two new Sustainable Thematic Equity strategies. In this webcast our dedicated Sustainability Analyst, Kimberley Pavier, also introduced her latest thinking on developments within the field, whilst Hamish Chamberlayne (US Sustainable Equity) and Graeme Clark (Sustainable Future Technologies) discussed their strategies and long term outlooks.

Alex Veroude, Head of Fixed Income, looks at how the breadth of fixed income markets can help balance risks and opportunities and explains why he believes a sense of perspective can help cut through market noise.

What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight? In his June insight, Richard Bernstein, Global Head of Macro & Customized Investing, makes the case that the market may already be penalizing U.S. fiscal excess, not through a dramatic collapse, but through a slow burn with real consequences for investors and the broader economy.

Adam Hetts and Sabrina Geppert from the Portfolio Construction and Strategy (PCS) Team consider the value of an additional allocation to European equities for UK investors.

The London-based Securitised Team travelled to Barcelona to attend the Global ABS conference, where meetings with issuers and market participants reinforced that fundamentals remain resilient, but tighter valuations demand selectivity across securitised markets.

Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, join Adam Hetts, Global Head of Portfolio Construction and Strategy, in the latest episode of our Global Perspectives podcast series, discussing all matters bond yields, central bank policies and the economy.

Portfolio Managers Andy Acker and Dan Lyons discuss how resilient fundamentals and continued innovation are shaping a constructive backdrop for the healthcare sector in the second half of 2026.

The healthcare sector experienced uneven performance in 2021. Looking ahead, Portfolio Manager Andy Acker believes discounted valuations, innovation and the waning influence of COVID-19 are creating attractive investment opportunities throughout the sector.

As the reform of European Union (EU) securitisation rules enters the final stages of negotiations, Ian Bettney, Portfolio Manager, and Nathan Fox, Head of Public Affairs, assess what is on the table and determine whether the reforms can unlock the market’s full potential.

Technology plays a pivotal role in the transition towards a more sustainable world and is a deflationary force. In this Q&A portfolio manager Richard Clode explores these themes and the investment opportunities.

Portfolio manager Thomas Hauguaard discusses how emerging markets’ sensitivity to energy prices (net importers or exporters) – could affect those economies if higher prices persist.

Many businesses have fallen short of the requirements that make a gender-neutral product genuinely inclusive for women. Amarachi Seery, Sustainability Analyst, discusses why it makes good investment sense to design for inclusivity.

AI is entering a new phase defined by reasoning-led models, agentic systems and accelerating infrastructure investment. The opportunity for investors lies in actively identifying productivity gains, monetisation potential and sustainable earnings growth, according to portfolio manager Richard Clode.