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Multi-Asset Update: It’s Complicated
Considering the short-term market outlook as governments and central banks struggle to deal with a more complex tangle of macro influences.
It’s Complicated
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as governments and central banks struggle to deal with a more complex tangle of macro influences.
European Equities: Will Inflation Be Transitory for Longer?
Questioning whether inflation will become more persistent and what this means for European equities.
Global Perspectives: ESG Is More than a Score
A discussion on why ESG analysis is more than just a “score” and how sustainable investing truly impacts the risk and return of all investors’ portfolios.
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.
Expanding the Sustainable Investment Marketplace
Why we believe actively managed ESG-focused ETFs have a strong role to play in helping investors build sustainable portfolios.
Yields Move Higher – September Spike or Sustained Trend?
The recent sell-off in government bond yields is testing the patience of central banks and bond markets are reacting to the hawkish messages.
Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
The ability to navigate the pandemic and harness innovation are key drivers for emerging market equities growth.
Introducing Impact Investing at Janus Henderson
Defining impact investing, why it is important, and why we are passionate about it.
Investing in the Future with REITs 3.0
An overview of how real estate investment trusts (REITs) have evolved from their start 60 years ago to being an asset class that’s relevant today and beyond.
The Return of Multiplicity
A discussion of several important issues confronting bond markets, including the role of sustainability in fixed income as the UN Climate Change Conference approaches.