Which way do markets turn following the US election? Recorded on November 5 as votes continued to come through, our panel of investment professionals gave their views on what the result could mean for investors.
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.
Charlotte Nisbet, Analyst on the Governance and Responsible Investment Team and member of the Janus Henderson Mental Health Group, discusses the importance of mental health and wellbeing from an investment and employer perspective.
In this episode, Adam Hetts talks to Alison Porter and Richard Clode from the Global Technology Leaders Team. The focus is on the main topics impacting the tech sector today, including the acceleration in tech trends, rising valuations, the US-China tech war, regulation, the US presidential election, as well as their approach to ESG factors and how they manage concentration risk in portfolios.
Portfolio Manager Justin Tugman discusses factors that may point to a leadership change from growth to value stocks. He also explores the potential a defensive-value based approach offers investors concerned with ongoing market volatility and lofty stock valuations.