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Global Life Sciences: long-term tailwinds in focus

par Ethan Lovell

il y a 3 semaines
​In this outlook video, Ethan Lovell, Co-Portfolio Manager for the Janus Henderson Global Life Sciences Strategy, explains that scrutiny over drug costs has led to recent volatility in healthcare stocks. The longer-term picture, however, is very encouraging with the sector making dramatic leaps in advanced medicines such as immunotherapy, which provides potentially significant market opportunities.
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Trade tensions between the US and China: a tech perspective

par Brad Slingerland

il y a 3 semaines

​​Global technology equities portfolio manager Brad Slingerlend comments on why escalating trade rhetoric may not materially impact the growth and earnings prospects of the tech sector.

 
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Immobilier international : comment tirer profit d’une catégorie d’actif en pleine évolution ?

par Guy Barnard, Tim Gibson

il y a 1 mois

Guy Barnard et Tim Gibson, coresponsables de l’équipe de gestion actions immobilières internationales, font le point sur le marché à la mi-année, exposent leurs perspectives pour les six mois à venir et présentent les secteurs qu’ils privilégient.​

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Do market conditions suggest a recession is coming?

par Carmel Wellso

il y a 1 mois

​In this recent interview with MarketWatch, Janus Henderson Director of Research Carmel Wellso talks about why it may be premature to expect a recession this year or next.

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Actions émergentes: les marchés moins populaires offrent des opportunités à long-terme

par Glen Finegan

il y a 2 mois

​Glen Finegan, Directeur de la gestion actions internationales marchés émergents (ME), est convaincu que les marchés moins prisés des investisseurs, notamment l'Afrique du Sud, sont plus intéressants que nombre d'opportunités en Asie.

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Maintenir la flexibilité des portefeuilles obligataires au vu du ralentissement de la croissance mondiale

par Nick Maroutsos

il y a 2 mois

Le gérant Nick Maroutsos explique pourquoi le ralentissement de la croissance économique mondiale pourrait conduire les banques centrales à passer à côté de la normalisation de leurs politiques et pourquoi un cycle économique moins synchrone peut être source d'opportunités.

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De la convergence à la divergence

par 

il y a 2 mois

Les autres banques  centrales s'écartent-elles de la politique de resserrement de la Réserve Fédérale américaine ? Plusieurs gérants obligataires de Janus Henderson Investors évaluent les implications pour les marchés obligataires.

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The outlook for drug pricing in the US

par Ethan Lovell

il y a 2 mois
President Trump recently gave a speech outlining his plans to lower drug prices and improve access to prescription drugs to American citizens in the US. In this video Ethan Lovell, co-manager of the Janus Henderson Global Life Sciences Strategy, discusses the possible short- and long-term impacts of Trump’s proposals.
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How to navigate tech volatility? Keep a sharp eye on the horizon

par Brad Slingerland, Denny Fish

il y a 2 mois

​Brad Slingerlend and Denny Fish, portfolio managers on the US-based Global Technology team, discuss why it may be beneficial to focus on the long-term themes that have a strong chance of driving tech sector performance for years to come.

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« Le roi est mort, vive le roi ! » – immobilier et technologie

par Guy Barnard, Tim Gibson

il y a 2 mois

Tim Gibson et Guy Barnard, Co-responsables de la gestion actions immobilières internationales, nous expliquent pourquoi le progrès technologique donne une nouvelle jeunesse à l’immobilier et comment ils positionnent leurs portefeuilles de manière active pour profiter de ces évolutions constantes.

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What would lower drug costs in the US mean for healthcare?

par Andy Acker, Ethan Lovell

il y a 3 mois

​The cost of drugs in the US has been a hotly debated topic since the 2016 presidential campaign. In this article, the Global Life Sciences Team discuss how the debate on drug pricing has impacted the healthcare sector.

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Intech: Market stress signals persist

par Adrian Banner

il y a 3 mois
Intech’s latest report suggests that risk for a dislocation in equity markets remains elevated, with European equity markets exhibiting the strongest stress signals while emerging markets show less signs of strain. These stress indicators suggest a continued potential for downside risk.
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Global equities: rising demand, capacity constraints create opportunity for industrials

par George Maris

il y a 3 mois
George Maris, Co-Global Head of Equities – Americas and Portfolio Manager, says suppliers of commodity goods are in a position to exert pricing power after stripping out capacity and excess costs in the decade since the Great Financial Crisis.
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Global Life Sciences: our approach to seeking innovators in cancer therapy

par Andy Acker

il y a 3 mois
Follow Global Life Sciences Portfolio Manager Andy Acker and Research Analyst Dan Lyons as they visit biotechnology companies pursuing innovative platforms in which to provide new therapies for major diseases such as cancer.
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Thoughts and bonds: navigating rising rates

​‘Thoughts and bonds’ provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team, where they share their insights on potential investment risks and opportunities.

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Intech: harnessing volatility

par Adrian Banner

il y a 4 mois
In this video, Adrian Banner, CEO and CIO of Intech, talks to Bloomberg TV about his team’s proprietary equity stress monitor. He discusses the metrics used to analyse volatility and why amplified levels can provide a good source of reward for those harnessing it in a disciplined way.
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Perspectives d'investissement: Bill Gross

par Bill Gross

il y a 4 mois

Dans ses dernières perspectives d'investissement, Bill Gross explique pourquoi il estime que nous sommes dans un marché obligataire baissier et en hibernation à l'échelle internationale. Lire l'article >​

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Cloud-based software stocks have a long runway for growth

par Denny Fish

il y a 4 mois

​Denny Fish, Portfolio Manager on the US-based Technology Team, discusses the growth of cloud-based software companies and why they have the potential to rise in value despite what initially appears to be high valuations.

First published on MarketWatch on 26 February 2018. Used with permission.

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Four tech mega themes disrupting everything

par Denny Fish

il y a 4 mois
In this video Denny Fish, Portfolio Manager on the US-based Technology Team, discusses why active investors are well positioned to benefit from the mega themes that are driving long-term innovation in technology. These themes defined by the team are cloud computing, artificial intelligence, the Internet of Things and mobility. 
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Options show a polarisation in the outlook for global equities

par Ashwin Alankar

il y a 4 mois
Dr Ashwin Alankar, Global Head of Asset Allocation and Risk Management at Janus Henderson, discusses with Bloomberg TV why signals from the options market show a distinct preference for US stocks over Emerging Market, European and Japanese equities.
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