In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Adrienn Sarandi, Head of ESG Strategy & Development, outlines the commitments that she believes need to be made to deem the COP26 a success in the fight against global warming.
Climate change is the greatest environmental and social challenge that the world has ever faced. There is an urgent need to transition to a low-carbon economic model in order to reverse the manmade damages made to the environment. Not doing so would risk health, livelihoods, food security, water supply, human security and economic growth. The
In this video update, Simon Hillenbrand discusses the FCA’s ongoing consultation into open-ended direct property funds, while Ainslie McLennan provides an update on the Janus Henderson UK Property PAIF highlighting diversification and scale remain key attributes.
Jenna Barnard and John Pattullo, co-heads of Strategic Fixed Income, dissect the reflation narrative, sharing interesting views that go somewhat against consensus.
Adam Hetts and Sabrina Geppert from Janus Henderson’s Portfolio Construction and Strategy Team examine portfolio trends and opportunities for UK investors in 2021.
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the last quarter of 2020 and looks ahead to the opportunities in the world of sustainability.
Alison Porter, portfolio manager in the UK-based Global Technology Team explains the significance of ESG when it comes to investing in tech stocks and how the team proactively engages and manages their portfolios with this in mind.
For John Pattullo, Co-Head of Strategic Fixed Income, the key question for 2020 is whether the decline in economic growth and inflation is coming to an end and whether we have an economic ‘soft’ or ‘hard’ landing.
Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, share their thoughts on bond markets in the coming year; where they see risks and opportunities and where they look for clues.
Credit markets will get interesting this year but investors need to be patient for opportunities, says John Pattullo, Co-Fund Manager of Henderson Diversified Income