Amarachi Seery, Sustainability Analyst, sheds some positive light on the latest IPCC Report which outlines the harsh reality of the current state of the climate.
The Portfolio Construction and Strategy Team explain why investors should consider a dedicated allocation to healthcare, which has historically captured less downside during market sell-offs.
This year, small- and mid-cap biotech stocks are experiencing their worst period of relative underperformance on record. Portfolio Manager Andy Acker explains the reason for the pullback and why he’s optimistic the industry can make a strong recovery.
Steve Cain and David Elms from the Diversified Alternatives team join Adam Hetts, Global Head of Portfolio Construction and Strategy, to discuss liquid alternatives at a time when investors are re-evaluating more traditional portfolio allocation philosophies.
Portfolio Manager Denny Fish sees the summer tech rally being guided by earnings results and acknowledgment of the strong positions of leading tech and Internet companies aligned with the themes of the cloud, e-commerce and artificial intelligence.
The Portfolio Construction and Strategy (PCS) Team discuss what net zero means for portfolio allocation, offer a hands-on guide to tackling the decarbonisation challenge and delve into four key investment themes to be considered.
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.
Portfolio manager Alison Porter discusses the development of ChatGPT and the implications of its release on the tech sector.
Portfolio managers Alison Porter, Graeme Clark and Richard Clode delve into how technology is transforming every aspect of football.
Can an allocation to alternatives improve the long-term risk/return trade-off in a portfolio without automatically sacrificing returns? Portfolio Strategist Mario Aguilar, and Matt Bullock and Sabrina Geppert from Janus Henderson’s PCS team investigate…
Portfolio Manager and Head of Global Sustainable Equities Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.
The Global Technology Leaders Team discuss valuations, growth expectations for 2023 and how technology can address some of the world’s major challenges.
Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.
Hamish Chamberlayne, Head of Global Sustainable Equities, provides his investment outlook for 2023 and outlines three key themes that mean there is much to look forward to.
ESG (Environmental, Social and Governance) investing has become a central theme across the investment community. Paul LaCoursiere, Head of ESG Investments, introduces the three main categories of ESG investment strategies and explores some of the considerations to be aware of.
As we head into the predictable spring/summer inflation surge and vaccine driven reopenings of 2021, Jenna Barnard and John Pattullo, co‑heads of Strategic Fixed Income, dissect the reflation narrative, sharing interesting views that go somewhat against consensus.
Hamish Chamberlayne and Ama Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.
Portfolio Manager James de Bunsen argues why holding investments that can show resilience in the face of multiple, meaningful headwinds, from market volatility to potential stagflation, should give investors confidence in 2023.
