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Progressing toward a sustainable global economy
Why we believe active engagement is key to gauging companies’ progress on addressing environmental and social issues.
Sustainable investing – the defining decades
A lot can happen in 30 years. Over the past three decades, we have seen explosive progress in science, technology and communications. In the same timeframe, the need for sustainable practices has become paramount.
Understanding the impact of delta
In the latest video from our ongoing COVID-19 series, Portfolio Manager Dan Lyons and Research Analyst Agustin Mohedas explain why, as well as how the effort to end the pandemic is impacting biopharma.
Beating the biotech blues
The biotech sector is experiencing its worst period of relative underperformance on record. But some of history’s biggest biotech pains have been followed by memorable gains.
China tech sector: evolving regulations, same compelling themes
Even as they increase regulatory oversight of the tech sector, Chinese authorities still value the role played by private sector companies in digitising the country’s economy, research analyst Adam Wolfman explains.
Growth in the next phase of recovery
While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.
Climate emergency but the investment industry can make a difference
Amarachi Seery, Sustainability Analyst, sheds some positive light on the latest IPCC Report which outlined the harsh reality of the current state of the climate.
Global technology outlook: prioritising company fundamentals
Portfolio manager Denny Fish sees the current tech rally being guided by earnings results and acknowledgment of the strong positions of leading tech and Internet companies aligned with the themes of the cloud, e-commerce and artificial intelligence.
Breaking down risk within high yield
Some of our high yield and risk experts explain the different measures of risk in high yield bonds and show how a deeper understanding of them can reveal potential opportunities.
Taking cues from a “methodical” Fed
With valuations high and the global economy reopening, fixed income portfolio managers Dan Siluk and Jason England argue that investors should take a methodical approach in assessing what is next for the bond market.
The key to property
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, explains that a recovery in the economy should over time be positive for good-quality, well-located UK commercial property, but sustainability, selectivity, and diversification will be key.
Tech + football = a winning partnership
Portfolio managers Alison Porter, Graeme Clark and Richard Clode delve into how technology is transforming every aspect of football.