The Global Bonds Team puts the recent bond bear steepening in context and reflects on what it might mean for the future direction of bond yields.

This year, small- and mid-cap biotech stocks are experiencing their worst period of relative underperformance on record. Portfolio Manager Andy Acker explains the reason for the pullback and why he’s optimistic the industry can make a strong recovery.

Although healthcare has lagged the equity market so far in 2023, the sector’s long-term outlook appears stronger than ever, say Portfolio Managers Andy Acker and Dan Lyons.

Portfolio Manager Denny Fish sees the summer tech rally being guided by earnings results and acknowledgment of the strong positions of leading tech and Internet companies aligned with the themes of the cloud, e-commerce and artificial intelligence.

With yields sharply higher, Jim Cielinski, Global Head of Fixed Income, dissects what is behind the recent move.

Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.

Did you know more than $300 billion of business value is at risk globally if no action is taken to address water scarcity? There has been a distinct lack of analysis around the financial risks of water to make well informed investment decisions.

 

Portfolio managers Alison Porter, Graeme Clark and Richard Clode delve into how technology is transforming every aspect of football.

Suney Hindocha, analyst on the Global Sustainable Equity Team led by Hamish Chamberlayne, discusses some of the mission-critical, and often overlooked, businesses that are essential to the megatrends which are shaping the future.

Portfolio Manager and Head of Global Sustainable Equities Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.

Charlotte Nisbet, Responsible Investment Analyst, discusses why deforestation can have a financially-material impact on companies and how engagement can lead to better long-term investment outcomes.

Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.

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.

Richard Clode, Portfolio Manager, joins Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, to discuss thematic investing. They cover the importance of thematics, their take on the do’s and don’ts for investors, key technology themes, and portfolio construction considerations.

ESG (Environmental, Social and Governance) investing has become a central theme across the investment community. Paul LaCoursiere, Head of ESG Investments, introduces the three main categories of ESG investment strategies and explores some of the considerations to be aware of.

As we head into the predictable spring/summer inflation surge and vaccine driven reopenings of 2021, Jenna Barnard and John Pattullo, co‑heads of Strategic Fixed Income, dissect the reflation narrative, sharing interesting views that go somewhat against consensus.

Michelle Dunstan, Chief Responsibility Officer, Cat Ziac Boyd, Global Head of ESG Strategy & Operations, and Rowan Buchanan, Senior Sustainability Advisor discuss Janus Henderson’s corporate commitment to climate in honor of Climate Week 2023.

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