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.

Janus Henderson Investors is delighted to invite you to the Invested in Connecting Equities Forum taking place on Thursday 16 June 2022, 2 – 4pm.

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.

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

The increasing use of AI has positive implications for the semiconductor sector as the need for compute power and capital expenditure intensifies, reasons Portfolio Manager Richard Clode.

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.

For the past decade, a long-lasting deflationary economic cycle drove bond yields lower creating the perfect environment for high-growth stocks to flourish. This backdrop saw growth stocks outperform value stocks, with the US leading the growth charge while value-oriented Europe lagged behind. We believe that today’s environment of higher inflation and higher rates provides ground for value stocks to outperform growth, marking a turning point for European equities. So, how will this cycle be different for Europe?

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.