Subscribe for relevant insights delivered straight to your inbox
Janus Henderson Investors’ sustainability spotlight will shine more brightly on companies that make a positive impact via the circular economy. In the third of a series, the Global Sustainable Equity Team reveals how, where and why.
Charlie Awdry, China portfolio manager, provides his views on how China’s rapid technology innovation is creating opportunities to invest in the country’s growing companies and industries.
Last week’s MPC communications and recent data suggest a cut in Bank rate at the next meeting on 19 December.
Optimists cite October manufacturing PMI results as evidence that global economic momentum is rebounding. Such hopes appear premature.
In this round-table discussion, Nick Maroutsos, Dan Siluk and Jason England, portfolio managers on the Absolute Return Income strategy, talk candidly about matters affecting markets and how these are influencing their investment decisions.
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.
At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions.
We call this ethos Knowledge. Shared
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.
Subscribe for relevant insights delivered straight to your inbox
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.
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.
