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Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.
Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.
A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.
Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.
What is the outlook for economic growth and how can investors ride out the risks?
Key findings from a study exploring the relationship between environmental, social and governance (ESG) factors and tech company valuations.
The outlook for growth equities as market dynamics shift.
For more than a year, biotechnology stocks have been deep in the red, even as medical breakthroughs continue – a disconnect we think is unlikely to last.
While we believe the opportunity remains promising, equity investors must understand the growing role political governance plays in China’s economy.
Just how important is patience for trend following investors? Portfolio managers Mathew Kaleel, Andrew Kaleel and Maya Perone consider the implications of the ‘gradually then suddenly’ phenomenon.
Portfolio managers and emerging market debt specialists Jennifer James and Ales Koutny analyse emerging market (EM) country fundamentals and consider how they influence opportunities for investors.
The Janus Henderson Emerging Market Equity Team believes that a multi-lens approach is necessary to effectively identify the most attractive opportunities and risks within these regions.
