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The growing importance of active management in sustainable investing
A discussion of the potential benefits that can be realized in returns, risk management and the ability to influence companies’ sustainability practices through active engagement.
The semiconductor shortage: why more than tech investors should care
The current semiconductor shortage may be more pervasive and longer-lasting than many expect.
Rates update: yields move higher – September spike or sustained trend?
The sharp sell-off in government bond yields in the last few weeks is testing the patience of central banks and bond markets are reacting to the hawkish messages. Portfolio Manager Andrew Mulliner explains.
Introducing impact investing at Janus Henderson
Defining impact investing, why it is important, and why we are passionate about it.
Natural resources – not just another supercycle
Carbon reduction represents a significant source of sustained growth for many natural resource companies.
The taper is (almost) here: what it means for bond investors
The imminent arrival of tapering by the Federal Reserve amplifies challenges facing bond investors.
Diversifying through an uneven recovery
Given fluctuating markets, it may be prudent to sharpen the focus on sources of risk and return within one’s portfolio.
The case for alternatives in a buoyant market
After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.
Sustainable Investing Gets Active
We believe active managers are in a position to drive positive change amid the shift to sustainability.
In the transition to zero carbon, the resources sector is a natural fit
Natural resources companies will play a key role in the transition to a low-carbon economy.
Understanding the impact of Delta
The highly infectious variant of COVID-19 has led to rising case numbers, but we explain why a return to normalcy is still within striking distance.
Beating the biotech blues
The 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.