There are 177 item(s) tagged with the keyword "Janus Henderson".
Displaying: 21 - 30 of 177
Monetary trends suggest a coming inflation undershoot, argues Simon Ward, Economic Adviser.
Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.
Hamish Chamberlayne, Head of Global Sustainable Equities, and Matt Bullock, EMEA Head of Portfolio Construction and Strategy, look back at the year for sustainable investing and discuss the opportunities that lie ahead for companies exposed to long-term secular growth trends.
Facing a softening global economy, investors have the opportunity to maintain market exposure by focusing on quality securities and constructing diversified portfolios, argues Global Head of Multi-Asset Adam Hetts in his 2024 outlook.
Ali Dibadj, Chief Executive Officer, outlines the macroeconomic drivers that Janus Henderson believes will shape the coming decade. The outlook includes heightened risks and opportunities, suiting an active approach to investing.
Technology equities portfolio manager Alison Porter discusses the team’s outlook for 2024, highlighting the importance of navigating the return of the cost of capital and hype surrounding AI.
Chief Responsibility Officer Michelle Dunstan provides her outlook on the three environmental, social, and governance (ESG) themes that will shape 2024: investors enabling the sustainability transition, the rise of the ‘S’ in ‘ESG’, and the crackdown on greenwashing.
Portfolio Managers Andy Acker and Agustin Mohedas explain why shares of companies delivering next-generation therapies for inflammation and immunology (I&I) disorders could have plenty of room to run.
Having returned from a recent trip to San Francisco, Portfolio Manager Greg Kuhl discusses why the team is cautious on the local office market.
Displaying: 21 - 30 of 177