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.
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.
Portfolio Manager Richard Clode discusses the collapse of SVB and the likely implications for the technology sector.
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.
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.
Practice management expert Lindsay Troxell provides actionable steps to help financial professionals take charge of their client experience, or CX.
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.
Steve Cain and David Elms from the Diversified Alternatives team join Adam Hetts, Global Head of Portfolio Construction and Strategy, to discuss liquid alternatives at a time when investors are re-evaluating more traditional portfolio allocation philosophies.
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.
Portfolio manager Alison Porter discusses the development of ChatGPT and the implications of its release on the tech sector.
Can an allocation to alternatives improve the long-term risk/return trade-off in a portfolio without automatically sacrificing returns? Portfolio Strategist Mario Aguilar, and Matt Bullock and Sabrina Geppert from Janus Henderson’s PCS team investigate…
The Global Technology Leaders Team discuss valuations, growth expectations for 2023 and how technology can address some of the world’s major challenges.
Hamish Chamberlayne, Head of Global Sustainable Equities, provides his investment outlook for 2023 and outlines three key themes that mean there is much to look forward to.
Portfolio Manager James de Bunsen argues why holding investments that can show resilience in the face of multiple, meaningful headwinds, from market volatility to potential stagflation, should give investors confidence in 2023.
