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Harvesting Innovation: Investment Opportunities in Health Care
Andy Acker, CFA, Portfolio Manager of the Janus Henderson Global Life Sciences Fund leads Janus Henderson’s Health Care Sector Research Team and offers a unique understanding of the science behind the team’s investments.
How Is Global Real Estate Faring Amid Inflation and Growth Concerns?
A discussion of REITs’ performance to date, stagflation concerns and the impact of rising costs on the sector.
Deforestation: Seeing the Wood for the Trees
Globally, the rate of deforestation is unprecedented, and the consequent impacts pose a multitude of threats that investors will need to evaluate.
Research in Action: The Commodities Comeback
A discussion about the structural dynamics keeping metal prices such as copper elevated, and what that means for investors.
Storing Cash
Comparing the maturity profiles on Treasuries with their “risk of loss” history to reach conclusions about where value might lie within shorter maturities.
Navigating Market Risks in Small-Cap Growth
Navigating risks that have emerged in small-cap growth stocks.
High-Yield Bonds: The Useful Side of Supply Constraints
Low primary supply (new issuance) in the high-yield bond market is providing some support for high-yield bonds amid inflation and growth concerns.
China’s Trilemma and the Renminbi’s Fall
The renminbi’s resilience has faltered as appetite for Chinese assets has turned.
The Surprising Case for Natural Resources
Sustainable natural resource companies have a key role to play in supporting the transition to a low-carbon economy.
What to Watch for Next as Investors Navigate Volatile Markets
Inflation and monetary tightening are leaving investors searching for clues as to what’s next for financial markets.
Global Perspectives Podcast: The High Is Back in High Yield
Recession risks and rising rates have lifted yields on high yield bonds, so are these concerns now largely priced in?
Signposts to Watch as the Credit Cycle Turns
Rates uncertainty and market volatility remain in focus for investors in credit as central banks move more aggressively on their tightening path.