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.
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.
Portfolio Manager Richard Clode discusses President Trump’s latest semiconductor restrictions, which are advancing the shift towards AI chip deglobalisation.
Junichi Inoue, Head of Japanese Equities, is feeling hopeful. While cherry blossoms’ beauty may be fleeting, savvy investors are more likely to appreciate the perennial allure of Japanese stocks.
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.
European equities manager Ollie Beckett and Rory Stokes present the case for European smaller companies and explain why the asset class offers bountiful opportunity for active stock pickers.
A team of Janus Henderson Portfolio Managers and Research Analysts share their insights from a recent trip to an ascendant India.
Portfolio Manager Richard Clode discusses the key learnings from NVIDIA’s annual technology conference, a key event highlighting the rapid progression of the AI revolution, including opportunities created by agentic AI.
John Pattullo explains why he believes a recession seems unavoidable and that we are back to the boom-bust economics of the ‘80s.
Hamish Chamberlayne, Head of Global Sustainable Equities, answers key questions on the drivers shaping environmental, social and governance (ESG) and sustainable investing in 2022 and beyond.
While the politics of climate are changing, the prevailing trends continue to reveal significant investment opportunities in the energy transition, as outlined by Tal Lomnitzer.
2022 has offered investors little respite, with macroeconomic, geopolitical, sustainability and pandemic-related concerns to contend with. Against a backdrop of persistent inflation, increasingly hawkish central banks and high political tensions from the Russia/Ukraine conflict, how should equity investors best navigate markets? Janus Henderson’s equity specialists explore the implications for investors and discuss where they believe the opportunities lie.
Portfolio Manager Richard Clode joined NVIDIA’s most recent earnings call. He highlights the main considerations for investors on the company, as well as the generative AI tech wave more broadly.
In the latest episode of our Global Perspectives podcast series, Head of Global Sustainable Equities Hamish Chamberlayne and Portfolio Manager Aaron Scully join Adam Hetts, Global Head of Portfolio Construction and Strategy. In this podcast, they discuss key environmental, social and governance (ESG) factors influencing sustainable investing, including Russia, energy price inflation and the rotation away from growth equities, alongside the longer-term structural opportunities generated during current market volatility.
There’s a misconception that the CLO market is heavily skewed towards a particular sector or region, concentrating risk. Portfolio Managers Denis Struc and Ian Bettney challenge this myth and demonstrate that its composition is actually advantageous.
As market dynamics shift and mega-cap tech companies show vulnerability, Portfolio Manager Nick Sheridan explores how global small caps, with their unique growth and diversification potential, are poised for a significant resurgence.