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.
An article in November presented a “monetarist” forecast of a rise in UK annual CPI inflation to 3.2% in Q4 2021, far above the Bank of England’s central projection of 2.1% (reduced to 1.9% in February). News since then has been consistent with the assumptions underlying the forecast, which is maintained.
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.
John Pattullo and Jenna Barnard, Co-Heads of Global Bonds, believe the confluence of attractive yields and an inflection point in rates should make 2023 an opportune year for high quality investment grade and government bonds.
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.
Adrienn Sarandi, Head of ESG Strategy & Development, attended the first week of the COP27 climate talks in Egypt. Here she highlights 10 takeaways and her thoughts around the key issues that were front of mind for those on the ground at the conference.
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.
In this edition of our Global Perspectives podcast series, the Portfolio Construction and Strategy (PCS) Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.” Global Head of PCS Adam Hetts moderates the conversation with two of the team's Senior Portfolio Strategists, Lara Reinhard and Sabrina Geppert.
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.
Hamish Chamberlayne and Aaron Scully on the Global Sustainable Equity Team explain what the Inflation Reduction Act means for sustainability in the US.
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.
John Bennett, Director of European Equities, discusses to what extent his approach to Europe has evolved amid a changing environment.
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.
Recent market consensus has been to de-risk amid a challenging market environment. But is consensus now the right place to be, or do investors run the risk of missing out on some of the best long-term buying opportunities? The Portfolio Construction and Strategy Team explain why now might be the time to be brave while others flee.
Despite the uncertainty, Portfolio Manager Greg Kuhl argues there are grounds for optimism given important differences between public and private commercial real estate.
Forward, long leading economic indicators have morphed our expectations of an economic growth deceleration in H2 2022 into what now looks like a long and deep global recession into mid-2023 at a minimum. The outlook is one of the most ominous in our careers.
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.
Amarachi Seery and Harry Schmidt, Global Sustainable Equity analysts, introduce the team's fourth Annual Sustainability Report.
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.