Markets have been gripped by renewed and higher volatility in 2022, but has it turned equities into a buy? Portfolio Manager Oliver Blackbourn considers what current market indicators suggest.
Is all the bad news over for the equity market?
An altered backdrop forces investors to adjust
Investors must be willing to think differently in a changing market.
An Altered Backdrop Forces Investors to Adjust
Investors must be willing to think differently in a changing market.
Research in action: EVs drive into a new lane for investors
As demand for electric vehicles (EVs) solidifies, the next big question for investors will be supply.
Janus Henderson Balanced Strategy Update Webcast replay
Join our Balanced strategy portfolio managers as they discussed the strategies current positioning, short-term headwinds, outlook and how the strategy’s long history of navigating economic downturns has proven to capture less downside than the broader equity market. Today’s unsettled economic environment, with heightened uncertainty in both the equity and bond markets, is leaving investors feeling
How to Help Clients Cope with the Impacts of Inflation
How financial professionals can help clients avoid making irrational decisions out of an emotional reaction to rising prices.
Fixed income returns in 2022: Have our bonds betrayed us?
Following a recent drawdown, can U.S. fixed income still fulfil its role in a diversified portfolio?
Why you need to be diversified?
Alex Crooke, Portfolio Manager of The Bankers Investment Trust, talks about the impact of rising input costs (wages and raw materials) on companies, areas where he is finding opportunities and the benefits of global diversification in a volatile market environment.
Absolute Return Fixed Income: The bumpy return of duration risk
Facing structurally higher interest rates, bond investors must again prioritize duration risk.
Let’s get real about decarbonisation and the energy transition
In this article, the fund managers of Henderson European Focus Trust (HEFT) explore whether exclusion is the only way to achieve our ambitious sustainability goals.