Jenna Barnard, Co-Head of Global Bonds, looks at key factors shaping the economy and markets and why the disinflation dynamic should leave bonds well positioned as 2024 progresses.
In the second part of the Thematic Investing video series from our Portfolio Construction and Strategy Team, Sabrina Denis, Senior Portfolio Strategist, discusses the Healthcare sector, which is one of four areas that the PCS Team has identified as having sizeable growth opportunities going forward.
As part of our Espresso series, providing an expert blend of views on European equities, Portfolio Manager Tom O’Hara gives an insight into European corporate results season, exploring the impact that US government spending is having on European building materials firms.
The third instalment of the Thematic Investing video series from the Portfolio Construction and Strategy Team, sees Mario Aguilar, Senior Portfolio Strategist discuss the characteristics and benefits of a property allocation in a diversified investment portfolio.
Jenna Barnard, Co-Head of Global Bonds, outlines the reasons why the team favours a long duration (more rate sensitive) portfolio positioning and the economic evidence within different regions to support the stance.
Healthcare is well positioned to benefit from the graying of populations in major global economies. Portfolio Managers Andy Acker, Dan Lyons, Jonathan Coleman, and Brian Demain explain how, in their view, investors can best capitalize on the megatrend in the sector.
In a follow-up discussion to a recent paper, Portfolio Managers Andy Acker, Jonathan Coleman, and Brian Demain explore how aging populations are helping to spur innovation in healthcare – and creating growth opportunities for investors.
Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.
Hamish Chamberlayne, Head of Global Sustainable Equities, and Matt Bullock, EMEA Head of Portfolio Construction and Strategy, look back at the year for sustainable investing and discuss the opportunities that lie ahead for companies exposed to long-term secular growth trends.
Monetary trends suggest a coming inflation undershoot, argues Simon Ward, Economic Adviser.
Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.
Hamish Chamberlayne, Head of Global Sustainable Equities, and Matt Bullock, EMEA Head of Portfolio Construction and Strategy, look back at the year for sustainable investing and discuss the opportunities that lie ahead for companies exposed to long-term secular growth trends.
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.
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 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.
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.
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.
Having returned from a recent trip to San Francisco, Portfolio Manager Greg Kuhl discusses why the team is cautious on the local office market.
In this episode, Portfolio Managers Andy Acker and Dan Lyons explain how the healthcare sector has evolved since the heady days of the pandemic and what role the sector can play in investment portfolios today.