Portfolio Manager Daniel Graña explains that in light of the retreat from further global economic integration, reformist policies and value-added services are likely to become future drivers of emerging market growth and investment returns.
Charlotte Nisbet, Analyst on the Governance and Responsible Investment Team and member of the Janus Henderson Mental Health Group, discusses the importance of mental health and wellbeing from an investment and employer perspective.
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.
Portfolio Manager Justin Tugman discusses factors that may point to a leadership change from growth to value stocks. He also explores the potential a defensive-value based approach offers investors concerned with ongoing market volatility and lofty stock valuations.
How can we mitigate some of the challenges associated with systematic ‘protection’ strategies that are ‘always on’? In this article, Portfolio Managers Andrew Kaleel and Maya Perone discuss the new Tail hedge strategy and how it can be used to address some of these challenges.
The relationship between equities and bonds is a central tenet of modern market behavior. In this article, Portfolio Manager Natasha Sibley considers whether investors should continue to take this easy source of diversification for granted.