Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Janus Henderson’s Fixed Income ESG efforts are grounded in understanding client preferences and meeting their specific objectives.
Janus Henderson’s Investment teams explore biodiversity loss and the role of finance in protecting nature.
By means of 10 charts we explore why we believe active management can be desirable when investing in fixed income.
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.
With index-level valuations high, equity investors should focus on individual companies to generate attractive future returns, Director of Research Matt Peron argues.
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.
Jay Sivapalan, Head of Australian Fixed Interest, looks at the 2020/21 financial year, the key events, implications and outlook for the year ahead.