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.
A widening gap in performance between firms with positive clinical data and those without is creating opportunities for stock picking, say Portfolio Managers Andy Acker and Dan Lyons.
Richard Brown, Client Portfolio Manager on the European Equities Team led by John Bennett, explains why it is prudent to apply a value lens when investing in the ESG space.
Portfolio Managers Andy Acker and Agustin Mohedas explain why shares of companies delivering next-generation therapies for inflammation and immunology (I&I) disorders could have plenty of room to run.
Hamish Chamberlayne, Head of Global Sustainable Equities, and Richard Clode, technology equities portfolio manager, discuss how the tiny graphics chip is playing a huge role within the global digital transformation.
Having returned from a recent trip to San Francisco, Portfolio Manager Greg Kuhl discusses why the team is cautious on the local office market.
Consumers face a complex environment, from rising interest rates to pent-up demand. Even so, Research Analyst Josh Cummings, who leads the Consumer Sector Research Team, says U.S. households remain resilient while at the same time many companies have taken steps to improve operations and facilitate growth.
Thematic investing presents equity investors with the unique opportunity to gain exposure to forces that are rapidly reshaping the global economy. Matt Bullock, EMEA Head of Portfolio Construction & Strategy, explores the opportunity-set from a client point of view.
All the hallmarks for a recession are baked in the cake but have not washed through the economy yet. Markets will soon be forced to change their focus. (Recorded 25 August 2022)
Ahead of speaking at a recent client event focusing on generative AI at Google’s Asia HQ in Singapore, Portfolio Manager Richard Clode shares his thoughts on Google, and AI as the next major compute wave that is going to define the next decade and disrupt many industries.
Technology by nature is an innovative, disruptive and deflationary force, making things faster, cheaper, and more efficient. This means it can offer a solution to inflation, combatting higher input and labour costs given its capability to enable automation and create more efficient products and services. Technology companies also play a key role in sustainability. The major challenges faced by the world today such as climate change, resource constraints and poverty & inequality are all leveraging on innovative new technology for solutions.
The Global Bonds Team puts the recent bond bear steepening in context and reflects on what it might mean for the future direction of bond yields.
Although healthcare has lagged the equity market so far in 2023, the sector’s long-term outlook appears stronger than ever, say Portfolio Managers Andy Acker and Dan Lyons.
What are high yield bonds and why should investors consider them?
Working through illness has become increasingly common, especially with the advent of remote work. Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, discusses why financial professionals tend to avoid taking sick days and how we can begin to reverse the trend.
With yields sharply higher, Jim Cielinski, Global Head of Fixed Income, dissects what is behind the recent move.
Did you know more than $300 billion of business value is at risk globally if no action is taken to address water scarcity? There has been a distinct lack of analysis around the financial risks of water to make well informed investment decisions.
With corporate performance proving resilient, the attractiveness of many equities market segments has improved during this year’s sell-off.
Mathew Kaleel, Andrew Kaleel and Maya Perone, Portfolio Managers in the Diversified Alternatives team at Janus Henderson, look at the profile of returns for trend following strategies during recessionary environments.
Suney Hindocha, analyst on the Global Sustainable Equity Team led by Hamish Chamberlayne, discusses some of the mission-critical, and often overlooked, businesses that are essential to the megatrends which are shaping the future.