There are no other sites for this selection; the current site is the only one in the target investor type group.
by Andy Acker, CFA, Daniel Lyons, Ph.D., CFA
As immunotherapies are being developed to address some of the most common types of cancers globally, a number of biotechnology companies are focused on delivering targeted therapies for smaller subsets of the disease. Both approaches are worthy of investors’ consideration, say Portfolio Manager Andy Acker and Research Analysts Dan Lyons and Luyi Guo.
by Ashwin Alankar, Ph.D.
The US inflation rate has remained stubbornly low. Still, Ashwin Alankar, Head of Global Asset Allocation, says a combination of factors is helping to set the stage for a potential inflationary shock.
by Nick Maroutsos
The US Federal Reserve lowered interest rates for the first time in more than a decade. Co-Head of Global Bonds Nick Maroutsos explains why this may be the first of many cuts, and which assets could benefit.
by Andy Acker, CFA
Recently, the Trump administration abandoned plans to overhaul drug rebates in Medicare while a federal judge ruled against listing prescription drug prices in TV ads. But US drug reform is far from over, with implications for investors, says Portfolio Manager Andy Acker and Health Care Research Analysts Luyi Guo and Rich Carney.
Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.
by Daniel Siluk, Nick Maroutsos
Nick Maroutsos and Daniel Siluk, Portfolio Managers on the Absolute Return Income Strategy, discuss the recent negative sentiment in global credit markets and remind us that not all credit is the same; sometimes it pays to delve more deeply into the reasons behind a particular rating.
Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s decision at its May policy meeting to keep rates steady and why the central bank’s next move could be a rate cut.
by Jeremiah Buckley, CFA
In this video update, Portfolio Manager Jeremiah Buckley says that, despite worries about a slowing economy, US companies could deliver growth a while longer.
With central bank independence seeming to be under threat, Nick Maroutsos, Co-Head of Global Bonds at Janus Henderson Investors, explains that the distinction between central banks and politics is not clear cut.
Nick Maroutsos, Co-Head of Global Bonds, considers the importance of understanding correlation in terms of achieving diversification.
Nick Maroutsos, Co-Head of Global Bonds, explains why it is important to focus on quality bonds in periods of potential bond market volatility.
by Greg Kuhl, CFA, Guy Barnard, CFA, Tim Gibson
‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the fourth article in the series, Tim Gibson, Guy Barnard and Greg Kuhl discuss the issue of an ageing population and how REITs can provide a way to capitalise on this demographic trend.
Nick Maroutsos, Co-Head of Global Bonds, explains why bonds offer potentially attractive qualities for income-focused investors worried about rising equity market volatility.
by George P. Maris, CFA
by Guy Barnard, CFA, Tim Gibson
‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the third article in the series, Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss the recent performance of REITs and the diversification benefits they can provide.
by Doug Rao
by Darrell Watters, Michael Keough
Portfolio Managers Darrell Watters and Mike Keough identify signs that the credit cycle has turned and highlight what to watch in the year ahead.
by Andy Acker, CFA, Ethan Lovell
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.
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