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Labour market watch: negative UK data
Slack is opening up in the UK labour market, strengthening the case for a rate cut regardless of Brexit developments.
The measure of medical innovation
Medical science is entering an exciting phase, but investors need to evaluate each opportunity carefully, says Andy Acker, Portfolio Manager of Global Life Sciences Team. Andy and his team have plenty of healthcare themes to pursue, many of which are already yielding results not just for investors, but also for the health of people across the world.
The surprising case for natural resources
Tal Lomnitzer, senior portfolio manager in the Janus Henderson Global Natural Resources Team, discusses the strong demand for resources fuelled by evolving global energy needs as well as the merits of a long-term allocation to the asset class as part of a balanced portfolio.
Six ways to succeed with SRI
Investing sustainably requires a clearly defined approach that is aligned with the financial goals of all parties and then implemented with discipline and consistency. In the first article of a new series, Hamish Chamberlayne, Head of SRI, outlines how to achieve this.
Brexit update – curb your enthusiasm
Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last minute plot twist emerging from the Brexit negotiations.
Global Sustainable Equity: news and opportunities (Q3 2019)
Hamish Chamberlayne, Portfolio Manager for the Janus Henderson Global Sustainable Equity Fund, discusses recent developments affecting the world of Sustainable & Responsible Investment (SRI), and the Strategy’s positioning, performance, and activity.
UK Absolute Return: flexibility key amid market rotation
Luke Newman, portfolio manager on the UK Absolute Return strategy, outlines positioning in light of the recent rotation in equity markets. He also discusses the importance of investing in highly liquid areas of the market.
Global leading indicators less downbeat
Chinese September monetary numbers are a mixed bag but will probably be interpreted positively by the market.
A “monetarist” perspective on current equity markets
Previous quarterly commentaries suggested that global economic momentum would fall into a low around Q3 2019. Recent news is consistent with the scenario but money trends have yet to give a clear signal of economic recovery. A bottoming of momentum, however, may be sufficient to warrant rotating away from defensive investment strategies that have prospered
UK data wrap: CBI confidence slump, money trends stabilising
The CBI’s Q3 financial services survey released overnight rounds out a bleak message from earlier surveys covering industry, other services and distribution, supporting the view here that the economy has probably already entered a recession
Global growth: Squint or you’ll miss it.
Nick Watson, a portfolio manager on Janus Henderson’s UK-based Multi-Asset team, argues that amid the gathering gloom around global growth, active managers are presented with a broadly positive environment for risk assets.
The haves and have-nots of US high yield
In this video, Rebecca Young, Portfolio Manager within the Strategic Fixed Income team, explains why there is more than meets the eye in the US high yield market and discusses the teams approach to achieving ‘sensible income’.