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There are 173 item(s) tagged with the keyword "Janus Henderson".

Displaying: 1 - 10 of 173

JP's Journal: Watch the quitters

The US labour market showed another strong performance, with non-farm payrolls increasing by over 300,000 in March, building on the February outturn and ahead of the consensus expectation of 215,000.

Tags: Janus Henderson
Investing Together: Client Conversations

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

Tags: Janus Henderson, Portfolio Construction, Macro Drivers, Diversification
Unlocking sustainable growth: a multidisciplinary approach

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.

Tags: Janus Henderson
Global Perspectives: Disinflation creates solid ground for rate cuts

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.

Tags: Janus Henderson, Inflation, Credit
Investing in growth and resilience through healthcare

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.

Tags: Janus Henderson
European espresso: Making European building materials firms great again

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.

Tags: Janus Henderson
Positioned for recovery, backed by income – why listed property deserves a place in portfolios

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.

Tags: Janus Henderson, Portfolio Construction
Duration matters

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.

Tags: Janus Henderson
Healthcare's small- and mid-cap opportunities amid aging populations

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.

Tags: Janus Henderson, Macro Drivers, Healthcare
Global Perspectives: Investing in the small- and midsize healthcare companies innovating for a graying world

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.

Tags: Janus Henderson, Healthcare

Displaying: 1 - 10 of 173