Latest Insights
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.
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.
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.
The affordable care act lives on
The Supreme Court’s decision to uphold the legislation may finally bring an end to challenges to the law and further expand health care in the US
Biopharma’s targeted approach to growth
A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.
Australian economic view – June 2021
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
The Great Transition: demographic change in China
Jennifer James and Ales Koutny, emerging market specialists within the Global Bonds Team, interpret the data in China’s latest census, highlighting pressing economic and societal issues that will need to be addressed.
The turn: high yield on the road to deleveraging
Tom Ross, within the Global Corporate Credit Team, looks at whether the trajectory of credit fundamentals supports the strength in high yield bond markets.
Potential opportunities in legacy debt
Tim Winstone, corporate credit portfolio manager, considers the potential opportunities created by the approach of a key European Union regulatory deadline for legacy debt at banks.
Making sense of COVID-19 vaccine IP waivers
Why US support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.
Secular tech themes still intact
Powerful secular themes are still the main driver to long-term tech earnings growth.