Facing a softening global economy, investors have the opportunity to maintain market exposure by focusing on quality securities and constructing diversified portfolios, argues Global Head of Multi-Asset Adam Hetts in his 2024 outlook.

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.

Ali Dibadj, Chief Executive Officer, outlines the macroeconomic drivers that Janus Henderson believes will shape the coming decade. The outlook includes heightened risks and opportunities, suiting an active approach to investing.

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.

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.

Technology equities portfolio manager Alison Porter discusses the team’s outlook for 2024, highlighting the importance of navigating the return of the cost of capital and hype surrounding AI.

Chief Responsibility Officer Michelle Dunstan provides her outlook on the three environmental, social, and governance (ESG) themes that will shape 2024: investors enabling the sustainability transition, the rise of the ‘S’ in ‘ESG’, and the crackdown on greenwashing.

In the latest episode of our Global Perspectives podcast series, join Adam Hetts, Global Head of Portfolio Construction and Strategy, as he speaks with Portfolio Manager Nick Schommer about how an independent mindset has shaped his investment approach through a volatile ‒ and unique ‒ COVID environment.

A widening gap in performance between firms with positive clinical data and those without is creating opportunities for stock picking, say Portfolio Managers Andy Acker and Dan Lyons.

Technology plays a pivotal role in the transition towards a more sustainable world and is a deflationary force. This podcast explores these themes and the investment opportunities.

Portfolio Managers Andy Acker and Agustin Mohedas explain why shares of companies delivering next-generation therapies for inflammation and immunology (I&I) disorders could have plenty of room to run.

Hamish Chamberlayne, Head of Global Sustainable Equities, explains why investors should not be wrong-footed amid increased volatility in 2022.

Having returned from a recent trip to San Francisco, Portfolio Manager Greg Kuhl discusses why the team is cautious on the local office market.

Data security is a large and impactful social issue. The Global Technology Leaders Team examines the rising threat landscape and the cybersecurity industry’s solutions to this global challenge.

Thematic investing presents equity investors with the unique opportunity to gain exposure to forces that are rapidly reshaping the global economy. Matt Bullock, EMEA Head of Portfolio Construction & Strategy, explores the opportunity-set from a client point of view.

Hamish Chamberlayne and Amarachi Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.

Ahead of speaking at a recent client event focusing on generative AI at Google’s Asia HQ in Singapore, Portfolio Manager Richard Clode shares his thoughts on Google, and AI as the next major compute wave that is going to define the next decade and disrupt many industries.

The world is facing critical sustainability and social challenges that will require drastic change to overcome. The Global Sustainable Equity Team at Janus Henderson Investors, headed by Hamish Chamberlayne, discuss how companies are working to address these issues and why active engagement is key to gauging their long-term progress.