Type: Irish Investment Company

Equities: Understanding market volatility, part 1

by George P. Maris, CFA

8 months ago
In the first of two videos, George Maris, Co-Head of Equities - Americas, discusses the fundamental reasons for the return of market volatility and the potential opportunities created for bottom-up investors.
More
Innovation in healthcare: at a sector sweet spot?

by Andy Acker, CFA, Ethan Lovell

9 months ago

​The healthcare sector is experiencing a rapid pace of innovation, a trend that Andy Acker, Portfolio Manager in the Global Life Sciences Team, says is likely to continue in 2019 to the potential benefit of investors.

More
Drug pricing reform continues

by Andy Acker, CFA, Ethan Lovell

10 months ago

​Portfolio Manager Ethan Lovell discusses a new proposal to overhaul drug pricing in Medicare Part B and what it could mean for drug manufacturers.

More
Smart devices in diabetes: improving clinical outcomes and enhancing lifestyle

by Andy Acker, CFA, Ethan Lovell

10 months ago
Janus Henderson Client Portfolio Manager and type 1 diabetic Jen Nichols describes how new smart medical technology has helped her to train for and compete in ultra-marathons. Global Life Sciences Portfolio Manager Ethan Lovell discusses the opportunities that breakthrough medical devices present to investors.
More
Currents of disruption: gene therapy offers rare hope

by Andy Acker, CFA, Ethan Lovell

11 months ago
Our understanding of the genetic causes of disease has reached a critical stage, putting us on the cusp of being able to develop functional cures for a large number of rare genetic disorders, says Global Life Sciences Co-Portfolio Manager, Andy Acker.
More
The sell-off culprit: real rates

by Ashwin Alankar, Ph.D.

11 months ago

​Global Head of Asset Allocation, Dr Ash Alankar, explains why real rates are behind recent bond and stock market volatility.

More
A note on the recent sell-off in longer-dated US Treasuries

by Chris Diaz, CFA

11 months ago

​Chris Diaz, Co-Head of Global Bonds at Janus Henderson, discusses the implications of the recent sell-off in US Treasuries.

More
Jittery investors feel butterflies as divergence replaces central bank put

by Ashwin Alankar, Ph.D.

1 year ago

​Ash Alankar, Head of Global Asset Allocation at Janus Henderson, believes that as central banks begin to step back other forces are stepping up, making markets more multidimensional.

More
China’s pharma boom

​Ethan Lovell, co-portfolio manager of Janus Henderson’s Global Life Sciences Strategy, discusses how China is becoming a fast-growing market for biopharmaceutical companies.

More
WeWork – a marriage made in heaven?
‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the second article in the series, Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, explore WeWork, the flexible office space provider, and discuss the company’s role as both a landlord and a tenant from a real estate perspective. Tim also provides a video summary.
More
Navigating the drug pricing debate

​When the Trump administration introduced a ‘blueprint’ to lower drug prices in May, the pharmaceutical industry breathed a sigh of relief. Andy Acker and Ethan Lovell, Portfolio Managers of the Global Life Sciences strategy, discuss.

More
Global real estate: how can investors benefit from an evolving asset class?

​Guy Barnard and Tim Gibson, Co-Heads of the Global Property Equities Team, provide a mid-year review of the market and outlook for the rest of the year, as well as share the sectors that garner their favour. 

More
Global Life Sciences: long-term tailwinds in focus

by Ethan Lovell

1 year ago
In this video update, scrutiny over drug costs has led to recent volatility in healthcare stocks, says Ethan Lovell, Co-Portfolio Manager for the Janus Henderson Global Life Sciences Strategy. 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.
More
US Multi Asset: focus on the path of interest rates, not the destination

by Ashwin Alankar, Ph.D.

1 year ago

​Dr Ashwin Alankar, Global Head of Asset Allocation and Risk Management, discusses what he believes are the drivers of recent market volatility and why investors should be more concerned with the path of interest rate rises, rather than how high rates may increase.

More
Keeping bond portfolios nimble in light of cooling global growth

by Nick Maroutsos

1 year ago

​Portfolio Manager Nick Maroutsos explains why cooling global economic growth may lead to central bankers falling short in terms of policy normalisation and why a less synchronous economic cycle can create opportunities.

More
“The King is dead, long live the King!” – real estate and technology

​Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss how real estate is being reinvented and rejuvenated by rapid advances in technology and how their portfolios are actively positioned to gain from these evolving trends.

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

​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.

More
Options show a polarisation in the outlook for global equities

by Ashwin Alankar, Ph.D.

1 year ago
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.
More
Volatility spike says little about the outlook for stocks

by Ashwin Alankar, Ph.D.

1 year ago

​Ash Alankar, Global Head of Asset Allocation and Risk Management at Janus Henderson, does not expect a sustained selloff in equities according to signals from the options market. This article was first appeared on Bloomberg View on 2 March 2018. Republished here with permission.

More
Quick view: Amazon takes on healthcare

by 

1 year ago

Rich Carney, Healthcare Services Analyst with the US-based Janus Henderson Healthcare Sector Team, responds to news that Amazon, Berkshire Hathaway, and JPMorgan Chase plan to form an independent healthcare company to lower costs for their employees. Rich is also a member of the investment team for the Janus Henderson Global Life Sciences strategy.

More

Important message