Type: Irish Investment Company

Innovation in healthcare: at a sector sweet spot?

by Andy Acker, CFA, Ethan Lovell

9 months ago

​The healthcare sector is experiencing a rapid pace of innovation, a trend that Andy Acker, Portfolio Manager in the Global Life Sciences Team, says is likely to continue in 2019 to the potential benefit of investors.

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US equities: staying focused on secular growth

by Doug Rao

9 months ago
As interest rates and inflation pressures climb, Portfolio Manager, Doug Rao, says it is becoming all the more important to focus on companies with secular tailwinds, pricing power and competitive advantages.
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Currents of disruption: rise of the drones provides tailwind for component makers

by Denny Fish

10 months ago

​Drones are quickly expanding beyond their traditional strongholds of the hobbyist and the military, with new applications creating a beneficial environment for component suppliers, says Denny Fish, portfolio manager in Janus Henderson's US-based Global Technology team.

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Global real estate: how can investors benefit from an evolving asset class?

​Guy Barnard and Tim Gibson, Co-Heads of the Global Property Equities Team, provide a mid-year review of the market and outlook for the rest of the year, as well as share the sectors that garner their favour. 

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EM equities: less popular markets offer long-term opportunities

by Glen Finegan

1 year ago

​​Glen Finegan, Head of Global Emerging Market Equities, believes that less popular markets such as South Africa offer better value than many Asian opportunities.

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“The King is dead, long live the King!” – real estate and technology

Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss how real estate is being reinvented and rejuvenated by rapid advances in technology and how their portfolios are actively positioned to gain from these evolving trends.

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Global Life Sciences: our approach to seeking innovators in cancer therapy

by Andy Acker, CFA

1 year ago
Follow Global Life Sciences Portfolio Manager Andy Acker and Research Analyst Dan Lyons as they visit biotechnology companies pursuing innovative platforms in which to provide new therapies for major diseases such as cancer.
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The reinvention of an old drug

​Andy Acker, co-manager of the Global Life Sciences Strategy, discusses how innovation in health care doesn’t always have to be high-tech.

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