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Biotechnology stocks have been suffering a decline for some months. But while the sector faces some challenges, attractive valuations and a rapid pace of medical innovation could become difficult for investors to ignore, says Portfolio Manager Andy Acker.
In this video recorded with e-fundresearch.com, Guy Barnard, Co-Head of Global Property Equities, provides an update on the asset class, discusses where his team believes the most attractive investment opportunities lie and shares his current outlook for property equities.
The Global Sustainable Equity team at Janus Henderson Investors explains how investors should approach environmental, social and governance (ESG) factors, to ensure they have a tangible impact on portfolios.
Short-term leading indicators suggest a modest revival in global economic momentum into early 2020 but – like monetary trends – have yet to signal a full recovery.
A pause after October’s rate cut in the US may make sense in the short term, but greater accommodation may be necessary over the long haul.
In this video update, Tom Ross, corporate credit portfolio manager, looks at conditions in the high yield bond market, exploring how technical conditions, dispersion among credits and blurred lines in valuations are creating opportunities.
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Despite the ultra-low interest rate environment, Jim Cielinski, Global Head of Fixed Income, discusses bond’s role as a diversifier in a broad portfolio.
Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, provides an update covering the impact of the trade wars on the region, changes to the strategy year-to-date, his views on Southeast Asia and outlines the investment case for Asia.
Jeremiah Buckley, Portfolio Manager on the Janus Henderson Balanced team, gives insight into how the bonds and equities teams work in tandem as they seek to deliver a balanced, risk-conscious portfolio for investors.
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The energy sector as a whole has been the weakest-performing global high-yield sector. Our corporate credit team delves into the challenges facing high-yield energy issuers today.
Our structured credit team highlights attractive aspects of the securitized market, including relatively short durations, high-quality credit ratings and attractive yields
John Pattullo, Co-Head of Strategic Fixed Income, explores the phenomenon of negative -yielding bonds; how they came about, why anyone might buy them and whether they are here to stay.
