Ali Dibadj, CEO, shares the industry topics he’s hearing most in conversations with asset allocators, family offices, end-clients, colleagues, investors, and others he meets around the world. How are allocation trends changing and where are active managers making a difference at a service and product level?v

Tim Gibson, Co-Head of Global Property Equities responds to key questions around the sector and explains why today’s pessimism could actually be an enticing opportunity for investors this year.

Suney Hindocha, Research Analyst on the Global Sustainable Equity Team led by Hamish Chamberlayne, highlights three stocks that exemplify the benefits of a multidisciplinary approach to investing.

Portfolio Manager Richard Clode discusses the collapse of SVB and the likely implications for the technology sector.

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.

Richard Brown and John Bennett, on the European Equities Team, explain why big oil companies are essential for an orderly transition to a low carbon economy.

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.

According to the latest release of the Janus Henderson Global Dividend Index, global dividends reached a high of 1.6 trillion in 2022. Client Portfolio Manager Jane Shoemake discusses the key drivers and why further dividend growth is possible in 2023.

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.

Practice management expert Lindsay Troxell provides actionable steps to help financial professionals take charge of their client experience, or CX.

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.

Growth is more scarce in an economic slowdown. Now is not the time to shy away from the sector that has the longest growth trajectory, argues global technology equities portfolio manager, Richard Clode.

The Portfolio Construction and Strategy Team explain why investors should consider a dedicated allocation to healthcare, which has historically captured less downside during market sell-offs.

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.

The Portfolio Construction and Strategy (PCS) Team discuss what net zero means for portfolio allocation, offer a hands-on guide to tackling the decarbonisation challenge and delve into four key investment themes to be considered.