The Portfolio Construction and Strategy Team highlights the current opportunities within the public property sector.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Janus Henderson’s Fixed Income ESG efforts are grounded in understanding client preferences and meeting their specific objectives.
In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.
Despite a challenging start to 2022 for sterling corporate bonds, the market’s risk perception for the asset class is short of elevated levels. Should investors look through the recent volatility, they will find attractive levels of yields that remain backed by strong corporate fundamentals.
Global Bonds Portfolio Manager Bethany Payne challenges whether the Bank of England can really deliver the interest rate hikes currently priced in by the market.
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
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.
With index-level valuations high, equity investors should focus on individual companies to generate attractive future returns, Director of Research Matt Peron argues.