Hamish Chamberlayne and Aaron Scully on the Global Sustainable Equity Team explain what the Inflation Reduction Act means for sustainability in the US.
In a follow-up discussion to a recent paper, Portfolio Managers Andy Acker, Jonathan Coleman, and Brian Demain explore how aging populations are helping to spur innovation in healthcare – and creating growth opportunities for investors.
John Bennett, Director of European Equities, discusses to what extent his approach to Europe has evolved amid a changing environment.
Recent market consensus has been to de-risk amid a challenging market environment. But is consensus now the right place to be, or do investors run the risk of missing out on some of the best long-term buying opportunities? The Portfolio Construction and Strategy Team explain why now might be the time to be brave while others flee.
Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.
Forward, long leading economic indicators have morphed our expectations of an economic growth deceleration in H2 2022 into what now looks like a long and deep global recession into mid-2023 at a minimum. The outlook is one of the most ominous in our careers.
Hamish Chamberlayne, Head of Global Sustainable Equities, and Matt Bullock, EMEA Head of Portfolio Construction and Strategy, look back at the year for sustainable investing and discuss the opportunities that lie ahead for companies exposed to long-term secular growth trends.
Amarachi Seery and Harry Schmidt, Global Sustainable Equity analysts, introduce the team's fourth Annual Sustainability Report.
Monetary trends suggest a coming inflation undershoot, argues Simon Ward, Economic Adviser.
Market change demands a change in investors’ strategies. David Elms, Head of the Diversified Alternatives team, considers the options that alternatives offer when more traditional diversification strategies end up looking the same.
Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.
Portfolio manager Alison Porter discusses the backdrop of the technology sector, which provides reasons why companies may look to prioritise digital transformation to offset rising costs.
John Bennett, Director of European Equities, explains why he believes oil prices will remain higher for longer, and what this means for investors.
Hamish Chamberlayne, Head of Global Sustainable Equities, and Matt Bullock, EMEA Head of Portfolio Construction and Strategy, look back at the year for sustainable investing and discuss the opportunities that lie ahead for companies exposed to long-term secular growth trends.
Facing a softening global economy, investors have the opportunity to maintain market exposure by focusing on quality securities and constructing diversified portfolios, argues Global Head of Multi-Asset Adam Hetts in his 2024 outlook.
Portfolio Manager Andy Acker says the health care sector could now be well positioned to offer both defense against market volatility and opportunities for long-term growth.
Ali Dibadj, Chief Executive Officer, outlines the macroeconomic drivers that Janus Henderson believes will shape the coming decade. The outlook includes heightened risks and opportunities, suiting an active approach to investing.
While larger companies have been the driver of stronger UK equity returns, portfolio manager Laura Foll believes opportunities can also be found in the smid-cap area.
Technology equities portfolio manager Alison Porter discusses the team’s outlook for 2024, highlighting the importance of navigating the return of the cost of capital and hype surrounding AI.
The primary market for convertible bonds came to a halt in the first half of 2022. Portfolio Manager Natasha Sibley explores the adjusted opportunity-set against a reshaped backdrop.