Some areas of health care benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.
Conditions have been challenging for ESG investing this year – but does the long-term thesis remain intact?
ESG factors are becoming increasingly important in the analysis of EM companies.
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.
Paul LaCoursiere chairs a World Climate Summit Investment COP panel discussion with academic, business and government experts to discuss the opportunities and challenges that decarbonisation presents across emerging markets.
The Corporate Credit Team at Janus Henderson Investors explain why integrating ESG factors into their decision-making is integral to their investment approach.
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.