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Alternative Perspectives
Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
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The semiconductor shortage: Why more than tech investors should care
The current semiconductor shortage may be more pervasive and longer-lasting than many expect.
Rates update: yields move higher – September spike or sustained trend?
The sharp sell-off in government bond yields in the last few weeks is testing the patience of central banks and bond markets are reacting to the hawkish messages. Portfolio Manager Andrew Mulliner explains.
Minivans and flows
Investors should keep in mind the impact, both positive and negative, of fund flows on index price moves over the short term.
Commodities – super cycle or just good sense?
With multiple structural tailwinds and the risk of inflation making headlines, can commodities offer viable diversification for a modern portfolio?
Autocallables and the art of risk transfer
With multiple structural tailwinds and the risk of inflation making headlines, can commodities offer viable diversification for a modern portfolio?
Australian economic view – October 2021
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Investing in the future with REITs 3.0
Portfolio Manager Greg Kuhl provides an overview of how REITs have evolved since first created sixty years ago to being an asset class very much relevant today and beyond.
Six ways to succeed with socially responsible investing
Investing sustainably requires a clearly defined approach that is aligned with the financial goals of all parties and then implemented with discipline and consistency. Hamish Chamberlayne, Head of Global Sustainable Equity, outlines how to achieve this.
Looking to sustainability for opportunity
Why taking an active approach to sustainable investment could help balance opportunities against the risks in corporate bonds.
Innovation addresses industrial recovery challenges
In the face of mounting challenges, innovations are coming together to complement, augment ‒ and eventually replace ‒ traditional industrial processes, says Assistant Portfolio Manager David Chung.
Blink and you’ll miss it
Are we setting up for one of the shortest business cycles in history?
Tapering without the tantrum
We believe the Fed learned its lesson from the 2013-2014 “taper tantrum,” and efforts to better communicate its intentions will result in lower volatility this time around.