Type: Irish Investment Company

Jittery investors feel butterflies as divergence replaces central bank put

by Ashwin Alankar, Ph.D.

9 months 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.

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China’s pharma boom

by Andy Acker, CFA, Ethan Lovell

9 months ago

​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.

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WeWork – a marriage made in heaven?

by Guy Barnard, CFA, Tim Gibson

9 months ago
‘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.
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Navigating the drug pricing debate

by Andy Acker, CFA, Ethan Lovell

10 months ago

​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.

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

by Guy Barnard, CFA, Tim Gibson

11 months ago

​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. 

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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.
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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.

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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.

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“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.

 
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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.

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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.
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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.

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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.

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Thoughts and bonds - a balancing act

'Thoughts and bonds' provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team, giving insights on potential risks and opportunities ahead.

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