Michelle Dunstan, Janus Henderson’s Chief Responsibility Officer, explores ESG considerations and highlights how ESG integration helps Janus Henderson deliver on client goals and aspirations.

Portfolio manager James de Bunsen considers if alternative assets can help multi-asset investors to navigate this current point in the economic cycle.

Co-Head of Global Property Equities, Guy Barnard, discusses the reasons why the team sees a more optimistic outlook for listed REITs for the remainder of the year and into 2024.

Central bank policy is a focus for markets this year as the narrative has shifted towards tightening. Our fixed income teams consider the conundrums facing investors and where, outside of policy, there are opportunities and risks in the bond markets.

Hamish Chamberlayne, Head of Global Sustainable Equities, considers the seismic changes that are happening to make renewable energy the new backbone of the global economy.

With inflation reaching multi-decade highs, Portfolio Managers Jason England and Dan Siluk believe that the path for central banks has become perilously narrow, thus increasing the chances of a policy error catching investors by surprise.

Despite the uncertainty, Portfolio Manager Greg Kuhl argues there are grounds for optimism given important differences between public and private commercial real estate.

Despite experiencing its deepest and longest drawdown on record, the biotechnology sector looks stronger than ever, says Portfolio Manager Andy Acker, thanks to accelerating innovation and valuations that have reset.

John Bennett, Director of European Equities, discusses the pitfalls associated with following the ‘hype’ of artificial intelligence (AI) and highlights where opportunities lie for investors.

A study by the Global Technology Leaders Team explores the relationship between environmental, social and governance (ESG) factors and the valuations of technology companies. Portfolio Manager Alison Porter shares the key findings.

How much of a role can a liquid alternatives strategy play in a world of heightened geopolitical uncertainty, inflationary pressures, and dramatic changes in monetary policy? David Elms, Head of Diversified Alternatives, considers the value of ‘true’ diversification in unpredictable environments.

In this new series of primers, Adrienn Sarandi, Head of ESG Strategy & Development, and Bhaskar Sastry, ESG Content Manager, examine key sustainability challenges that humanity is facing and will continue to face in coming decades. Biodiversity loss is a crisis which we believe could have systemic impacts akin to climate change. While requirements are at the early stages in terms of corporate disclosure of nature-related risks, investors can still play a positive role. We outline considerations for investors seeking to incorporate biodiversity factors in their portfolios.

While extensive monetary tightening will inevitably impact corporate earnings, Director of Equity Research Matt Peron believes investors should maintain exposure to equities, but do so by prioritizing quality companies.

Janus Henderson launched two new Article 9 Sustainable strategies in August 2021: Sustainable Future Technologies and US Sustainable Equity. Join our investment teams as they discuss their two new Sustainable Thematic Equity strategies. In this webcast our dedicated Sustainability Analyst, Kimberley Pavier, also introduced her latest thinking on developments within the field, whilst Hamish Chamberlayne (US Sustainable Equity) and Graeme Clark (Sustainable Future Technologies) discussed their strategies and long term outlooks.

Adam Hetts and Sabrina Geppert from the Portfolio Construction and Strategy (PCS) Team consider the value of an additional allocation to European equities for UK investors.

Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, join Adam Hetts, Global Head of Portfolio Construction and Strategy, in the latest episode of our Global Perspectives podcast series, discussing all matters bond yields, central bank policies and the economy.

The healthcare sector experienced uneven performance in 2021. Looking ahead, Portfolio Manager Andy Acker believes discounted valuations, innovation and the waning influence of COVID-19 are creating attractive investment opportunities throughout the sector.

Anyone who has travelled on the Washington D.C. Metro or the London Underground will be familiar with the phrases “step back” and “mind the gap”. Both are instructive in offering insight into the outlook for fixed income markets.