LATEST INSIGHTS
COVID-19: What will it take to reopen the economy?
In this latest instalment of our video series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’ fatality rate and the latest news in vaccine development.
The ‘Cold War of Technology’: new Huawei restrictions
Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode provide their views on the latest US restrictions imposed on Huawei and the ramifications for the company’s largest customers and the wider semiconductor industry.
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.
The misunderstood powerhouses of innovation
Redinel Korfuzi, analyst on the Pan European Equity Strategy managed by Jamie Ross, explores the power of platform businesses and how the trajectory of their corporate models can often be misunderstood.
Office isn’t the next retail
The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?
Credit resilience but confusion surrounds longer-term inflation outlook
Jenna Barnard, Co-Head of Strategic Fixed Income, shares the Strategic Fixed Income Team’s current thoughts and views on bond markets, and addresses the most frequently asked question: is inflation on the rise?
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COVID-19: Understanding the science & investment implications (Part 5)
A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.
Residential real estate: stay home, stay safe
Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team discuss how COVID-19 is impacting the rental residential sector from both a landlord and tenant perspective and the longer-term investment case for the sector.
The case for high yield bonds
Using a combination of eight charts and tables, corporate credit portfolio managers Seth Meyer and Tom Ross consider some of the potential risks and opportunities within the high yield sector of fixed income.
Technology for good: supporting the fight against COVID-19
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.
Global equities: a focus on high quality, resilient businesses
Given the COVID-19 pandemic, Portfolio Manager Gordon Mackay provides an update on the Global Equity Strategy, which seeks to invest in a portfolio of high quality, growing companies that have the resilience to weather unforeseen events.
COVID-19: Understanding the science & investment implications (Part 4)
A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.