Specialty Equities Amarachi Seery, CEnv, MIEnvSci, PIEMA Sustainability Analyst Specialty Equities Amarachi Seery, CEnv, MIEnvSci, PIEMA Sustainability Analyst Many businesses have fallen short of the requirements that make a gender-neutral product genuinely inclusive for women. Amarachi Seery, Sustainability Analyst, discusses why it makes good investment sense to design for inclusivity. Key Takeaways Despite owning
TEST2 Migration: Equities: Can the cycle roll on?
Investment Outlook 2022 Matt Peron Director of Research | Portfolio Manager Investment Outlook 2022 Matt Peron Director of Research | Portfolio Manager Inflation pressures, slower growth rates and tighter monetary policy have some worried that stocks will face a reckoning in 2022. But Matt Peron, Director of Research, believes the equity market cycle could prove
TEST2 migration: Truffle hunting in credit
Corporate Credit Jim Cielinski, CFA Global Head of Fixed Income Corporate Credit Jim Cielinski, CFA Global Head of Fixed Income Jim Cielinski, Global Head of Fixed Income, argues that the easy returns from corporate bonds since the COVID recovery are largely over but opportunities can still be unearthed through a selective approach. Key Takeaways Valuations
TEST2 Migration: Tapering without the tantrum
Structured Debt Thomas Polus, CFA Fixed Income Trader Nick Childs, CFA Portfolio Manager | Securitised Products Analyst John Kerschner, CFA Head of US Securitised Products | Portfolio Manager Structured Debt Thomas Polus, CFA Fixed Income Trader Nick Childs, CFA Portfolio Manager | Securitised Products Analyst John Kerschner, CFA Head of US Securitised Products | Portfolio
TEST2 migration: Fixed Income: The last hurrah
Investment Outlook 2022 Jim Cielinski, CFA Global Head of Fixed Income Investment Outlook 2022 Jim Cielinski, CFA Global Head of Fixed Income The lagged impact of policy stimulus should drive elevated earnings and inflation, but as 2022 progresses a more familiar picture will likely emerge. Jim Cielinski, Global Head of Fixed Income, believes it may
Closed-ended funds: an underexplored route to alternative assets for DC schemes
Dave Whitehair, Director of Institutional Business (DC), with James de Bunsen and Pete Webster, Portfolio Managers on Janus Henderson’s UK-based Multi Asset Team, make the case for closed-ended funds as a viable and useful tool for defined contribution schemes looking to gain exposure to the fast-growing alternatives asset class Key Takeaways As a permanent pool
TEST2 migration: ESG: Forks in the road
Investment Outlook 2022 Paul LaCoursiere Global Head of ESG Investments Investment Outlook 2022 Paul LaCoursiere Global Head of ESG Investments Paul LaCoursiere, Global Head of ESG Investments, explores four themes for 2022 that he considers pivotal to the direction of travel for environmental, social and governance (ESG) investing. KEY TAKEAWAYS ESG investing continues to gather
Earnings Don’t Matter… At Least Here in the U.S.
It is said, “stocks prices follow earnings.” A discussion on why this isn’t currently the case and what investors should consider as a result.
Global Sustainable Equity: news and opportunities (January 2022)
Hamish Chamberlayne reflects on the last quarter of 2021 and looks ahead to the opportunities in the world of sustainability.
Global Sustainable Equity: news and opportunities (January 2022)
Hamish Chamberlayne reflects on the last quarter of 2021 and looks ahead to the opportunities in the world of sustainability.