COVID-19 has had an outsize influence on healthcare stocks. With the pandemic hopefully retreating, what’s next for the sector?
Opportunities in healthcare in 2022
Equities: choppy waters likely until policy path becomes clearer
A shift in US Federal Reserve policy has battered equity markets. What comes next will depend on how the central bank navigates the next few months.
From defense to offense in biotech
Why the beaten-down sector may be worth another look.
From Defense to Offense in Biotech
Why the beaten-down sector may be worth another look.
Janus Henderson Strategic Fixed Income Webcast – 3/02/22
Join Jenna Barnard and John Pattullo for an update on the Strategic Fixed Income team’s outlook for bond markets in 2022.
Closer to normal? The outlook for small-cap growth equities
Can small-cap growth equities return to “smart growth” in 2022?
Shifting markets spur a re-emergence of value
As market dynamics shift, investors have begun to appreciate fundamentals again.
Opportunities in healthcare in 2022
COVID-19 has had an outsize influence on healthcare stocks. With the pandemic hopefully retreating, what’s next for the sector?
Strategic Fixed Income: central banks in 2022 – making long bonds great again
Co-Head of Strategic Fixed Income Jenna Barnard outlines how the team’s cyclical process for managing bond exposures is signalling a collapse in US government bond yields around springtime.
High yield in a rising rate environment
Brent Olson and Tom Ross, corporate credit portfolio managers on our Global High Yield platform, explore how factors affecting credit risk in high yield might help balance upward pressure on interest rate risk.