Latest Insights
A bond investor’s perspective on REITs
Dinesh Kuhadas, Credit Analyst and Liz Harrison, Fixed Interest Analyst & ESG, provide a different perspective on REITs, the key themes affecting the sector and how the team view it as an investment opportunity.
ISG Insight: Thriving in the bond market
Recent months have seen macro and microeconomic fundamentals broadly improve and corporate bond markets are priced for this to continue. We dedicated an ISG meeting to consider what could go wrong and how fixed income portfolios might be protected.
Australian economic view – August 2021
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
The scarcity of sustainability: unintended asset allocation risks in sustainable model portfolios
Adam Hetts and Sabrina Geppert from the Portfolio Construction and Strategy Team examine whether unintended risks are introduced by a shift to ‘sustainable’ investing and the scarcity of allocation options.
Decarbonisation: How can investors lead the charge to reaching net zero by 2050?
From the JHI Global Media Conference: A discussion on global efforts to reach net zero carbon emissions by 2050.
New Frontiers: Navigating SPACs, IPOs and New Inefficiencies
From the JHI Global Media Conference: A look at the short-term opportunities created by money flows.
Innovation and low valuations tailwinds for healthcare
Despite delivering positive returns, healthcare underperformed the broad market in the first half of the year. Portfolio Manager Andy Acker explains some of the reasons why – as well as why he is optimistic about the sector’s outlook.
Global Sustainable Equity: news and opportunities (July 2021)
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.
Global Perspectives Podcast – Come on down: is inflation priced right?
Join Adam Hetts as he speaks to Jim Cielinski, Global Head of Fixed Income, about the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
Great expectations in inflation
Inflation is front of mind for investors. In this paper, portfolio managers Helen Anthony and Andrew Mulliner consider whether it is permanent or transitory.
Australian economic view – July 2021
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Rising interest rates, inflationary regimes and CTA returns
Diversified alternatives portfolio managers Andrew Kaleel, Mathew Kaleel and Maya Perone discuss the impact of rising rates on traditional asset classes and trend-following strategies.