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Healthcare historically has outperformed during market downturns, and the current period is no exception. But some areas of the sector tend to be more defensive than others, says Portfolio Manager Andy Acker. At the same time, investors should not lose sight of healthcare’s long-term growth opportunities.

Alistair Sayer, Client Portfolio Manager, considers why investors’ need for real diversification in their portfolios could be a long-term driver of demand for liquid alternatives as they seek to manage inflation and rising rates.

Portfolio Manager Mathew Kaleel and David Elms, Head of Diversified Alternatives, consider the lessons that short squeezes can offer about the inherent danger of carrying excessive leverage or short positions during periods of heightened risk and illiquidity.

The Portfolio Construction and Strategy (PCS) Team discuss why an allocation to technology is essential in a diversified portfolio and highlight some key factors for a rewarding investment.

John Bennett, Director of European Equities, discusses why investors should not take a binary view on the value/growth debate and explains why he thinks the worst is yet to come for financial markets.

The Signal and Noise series from Janus Henderson’s Portfolio Construction and Strategy Team seeks to identify historical patterns and precedents through which we can view current market challenges, escape analysis paralysis and drive toward an actionable set of portfolio solutions.

John Pattullo explains why he believes a recession seems unavoidable and that we are back to the boom-bust economics of the ‘80s.

European equities manager Ollie Beckett and Rory Stokes present the case for European smaller companies and explain why the asset class offers bountiful opportunity for active stock pickers.