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The end of Moore’s Law is creating winners and losers in the semiconductor space
Technology equities portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss the challenges and opportunities in the evolving semiconductor space, which has been a key enabler for the development of technology.
Deconstructing sustainable design
In the first of a series on sustainable design, Ama Seery, Sustainability Analyst on the Global Sustainable Equity Team, breaks down sustainable design and explains how the team incorporate it into their investment approach.
Mulling market weakness
The recent reversal in equity markets may reflect a temporary diminution of monetary support rather than a darkening economic outlook, argues Simon Ward, Economic Adviser.
More reasons for optimism in US Q2 sector accounts
Strong household money growth and stable corporate finances are hopeful features of the latest US quarterly financial accounts, argues Simon Ward, Economic Adviser.
Global V scenario moving from forecast to fact
Successive V-shaped recoveries are playing out in global economic aggregates, with labour market recuperation likely to follow, argues Simon Ward, Economic Adviser.
A long-term view is the best tonic for digesting tech sector volatility
Recent volatility in the technology sector may cause some investors to lose sight of the powerful forces that have propelled the sector’s earnings growth; yet technology equities portfolio manager Denny Fish argues that a long view is essential for maximising the opportunity presented by the transition to a digital global economy.
Why the cyclicals rally could extend
Traditional cyclical equity market sectors could sustain their outperformance of defensive sectors and start to overtake tech, argues Simon Ward, Economic Adviser.
COVID and tech: what have we learned as investors?
In this video, Denny Fish, portfolio manager for the Global Technology & Innovation Strategy, shares his thoughts on how COVID has impacted technology and the key considerations as an investor in the sector.
US election insights: healthcare gains an edge
In this Q&A, Portfolio Manager Andy Acker explains how the political discourse around healthcare has shifted, with potential benefits for the sector.
A “monetarist” inflation forecast
G7 inflation could rise to 4-5% in 2021-22 barring a rapid reversal of the recent surge in broad money, argues Simon Ward, Economic Adviser.
Don’t call it a recession
The recent output contraction was government-imposed and did not constitute a recession as properly defined, argues Simon Ward, Economic Adviser.
ISG Insight: Can the market’s immunity last?
Janus Henderson’s Investment Strategy Group (ISG) brings together investment professionals from our global fixed income platform and other Janus Henderson teams, providing a forum for research and debate. The ISG recently met to discuss the outlook for bond markets and concluded that economic growth is likely to remain modest in the quarters ahead.