Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
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ESG in Credit Investing: Themes, Considerations and Implementation
As the focus on Environmental, Social and Governance (ESG) investing globally continues to sharpen, Adrienn Sarandi, Director of Fixed Income ESG, answers some of the most frequently asked questions.
Investing in Diversity: analysing the investment risks and opportunities
Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.
Perkins CIO Outlook: Step Back from the Edge in Favor of Moderation
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
Not a Question of Either/Or
Matt Peron, Director of Research, discusses how secular trends and the economic recovery may present opportunities for stocks.
After the Virus: A Binary World
As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Global Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward.
REITs The Missing Ingredient for a Holistic Real Estate Allocation
As a complement to private real estate, REITs can offer investors broader exposure to specialty property sectors that offer great growth opportunity. Learn why our experts encourage institutional investors to reassess REITs as a strategic return-enhancing asset class.
Portfolio Hedging with a Low-Cost, Long Volatility Strategy
Diversified Alternatives Portfolio Managers Aneet Chachra and Steve Cain discuss key components of a low-cost, long volatility strategy designed to pay off strongly in a crisis and carry better than other hedges during non-crisis periods.
A Closer Look at Explicit Portfolio Protection
Steve Cain, Diversified Alternatives Portfolio Manager, discusses how incorporating a portfolio protection strategy within Multi Strategy portfolios may offer “crisis alpha” during extreme market conditions.
Perkins CIO Outlook: Basic Math Suggests the Low-Return World Is Getting Ridiculous
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
What it takes to be an effective sustainability advocate
As Head of Sustainable & Responsible Investing (SRI), Hamish Chamberlayne champions sustainability every day. It takes authenticity and a desire to take part in resolving real world issues to make any meaningful dent in environmental and social challenges.
Cobalt: saying ‘no’ to child labour
Ama Seery, ESG Analyst on the Global Sustainable Equity Team, examines the explosive demand for cobalt – used to power the batteries of mobile devices – and the many risks associated with its supply.
Perkins CIO Outlook: Staying Mindful of the Consequences of Leverage
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.