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.
The world is changing faster than ever as powerful forces reshape how people live their lives. Richard Clode, Portfolio Manager, highlights three factors that he believes should shape thematic investing and allow investors to tap into transformational change.
Adrienn Sarandi, global Head of ESG Solutions & Strategic Initiatives, discusses why integrating natural capital related risks and opportunities can enable investors to recognise systemic risks early and allocate capital to solutions that will underpin a more sustainable economy.
Though healthcare may have flown under the market’s radar this year, the sector’s attractive valuations and new growth opportunities are not to be overlooked, say Portfolio Managers Andy Acker and Dan Lyons.
Global technology portfolio manager Richard Clode returns from a recent trip to China highly impressed by tech adoption and the advances companies are making towards a more sustainable world.
Co-Heads of Global Bonds, Jenna Barnard and John Pattullo, discuss policy lags and why they believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.
Michelle Dunstan, Janus Henderson’s Chief Responsibility Officer, explores ESG considerations and highlights how ESG integration helps Janus Henderson deliver on client goals and aspirations.
Co-Head of Global Property Equities, Guy Barnard, discusses the reasons why the team sees a more optimistic outlook for listed REITs for the remainder of the year and into 2024.
Hamish Chamberlayne, Head of Global Sustainable Equities, considers the seismic changes that are happening to make renewable energy the new backbone of the global economy.
Despite the uncertainty, Portfolio Manager Greg Kuhl argues there are grounds for optimism given important differences between public and private commercial real estate.
John Bennett, Director of European Equities, discusses the pitfalls associated with following the ‘hype’ of artificial intelligence (AI) and highlights where opportunities lie for investors.
How much of a role can a liquid alternatives strategy play in a world of heightened geopolitical uncertainty, inflationary pressures, and dramatic changes in monetary policy? David Elms, Head of Diversified Alternatives, considers the value of ‘true’ diversification in unpredictable environments.
While extensive monetary tightening will inevitably impact corporate earnings, Director of Equity Research Matt Peron believes investors should maintain exposure to equities, but do so by prioritizing quality companies.
Anyone who has travelled on the Washington D.C. Metro or the London Underground will be familiar with the phrases “step back” and “mind the gap”. Both are instructive in offering insight into the outlook for fixed income markets.
The increasing use of AI has positive implications for the semiconductor sector as the need for compute power and capital expenditure intensifies, reasons Portfolio Manager Richard Clode.
For the past decade, a long-lasting deflationary economic cycle drove bond yields lower creating the perfect environment for high-growth stocks to flourish. This backdrop saw growth stocks outperform value stocks, with the US leading the growth charge while value-oriented Europe lagged behind. We believe that today’s environment of higher inflation and higher rates provides ground for value stocks to outperform growth, marking a turning point for European equities. So, how will this cycle be different for Europe?
The world in 2023 is one dramatically changed from where it was 12 months earlier. A weakening in the drivers of globalisation, war in Europe and renewed rivalry between economic blocs has seen the world move towards fracturing orbits of influence. These changes have had strong inflationary implications, affecting competition, supply chains and leading to significant energy price volatility.
Aaron Scully, Global Sustainable Equities portfolio manager, highlights three key takeaways from his recent trip to Japan.
Portfolio Manager Luke Newman explores what a change in market dynamics means for long/short investors.
Portfolio managers Ben Wallace and Luke Newman consider what a dramatic change in market conditions could mean for long/short investors.