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Mid-Cap Equities: Investing in Smart Growth
Brian Demain discusses the recent unusual dynamics in the mid-cap growth market and his process for pursuing “smart growth” businesses.
China Decarbonization: The Emergence of a Mega-theme
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonization has the potential to be one of the biggest investment themes over the coming years.
Market Overview: Collateralized Loan Obligations (CLOs)
CLOs are increasingly the linkage between the needs of smaller companies seeking financing and investors seeking higher yields.
Investing Off the Beaten Path
Nick Schommer, CFA, Portfolio Manager, discusses what the pandemic has taught us about the importance of a company’s business model.
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.
Global Sustainable Equity: Investing For The Future
Hamish Chamberlayne, Head of Global Sustainable Equity discusses sustainable investing.
Perkins CIO Outlook: Step Back from the Edge in Favor of Moderation
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
Investing for Income in a Low Interest Rate Environment
The portfolio management team of the Janus Henderson Value Plus Income Fund discuss how the unique portfolio construction of the Fund is designed to provide capital appreciation and current income while minimizing downside risk.
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.
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.