There are 134 item(s) tagged with the keyword "Janus Henderson".
Displaying: 1 - 10 of 134
Global technology portfolio manager Richard Clode returns from a recent trip to China highly impressed by tech adoption and the advances companies are making towards a more sustainable world.
Co-Heads of Global Bonds, Jenna Barnard and John Pattullo, discuss policy lags and why they believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.
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.
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.
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.
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.
Despite the uncertainty, Portfolio Manager Greg Kuhl argues there are grounds for optimism given important differences between public and private commercial real estate.
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.
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.
Displaying: 1 - 10 of 134