Why the yield provided by the high yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.
How can investors find tomorrow’s tech titans?
The history of hi-fi and video technology flops is long and sometimes amusing, as long as you are not a victim. Imagine the disappointment of the family who splashed out excitedly on a 3DTV, paying £50 a head for goggles, only to find the picture just left them dizzy. Or the film buff who in the late 1990s invested in “the future of home entertainment” – a costly LaserDisc player – just as Hollywood abandoned the format.
Global Perspectives Podcast: A contrarian approach through the COVID recovery
A discussion of the unique aspects of the COVID investment environment.
Connections – investment views from Janus Henderson
Explore our podcasts featuring the latest insights from our investment teams on a variety of topics.
A “monetarist” perspective on current equity markets – January 2022
Global real money trends are sending a downbeat signal for the economy and markets but could improve during H1 as inflationary pressures cool, argues Simon Ward, Economic Adviser.
Stress Eating Hamburger Helper, and Other Strategies for Coping with Inflation
Simple steps to help ease the stress and stretch your dollar amid this hopefully temporary inflation spike.
Absolute return in 2022: judging an uncertain harvest
Will markets continue to be at the mercy of COVID-19 variants? Portfolio manager Robert Schramm-Fuchs considers the challenges posed to monetary policymakers and growth expectations by the pandemic in 2022.
Global perspectives: a contrarian approach through the COVID recovery
A discussion of the unique aspects of the COVID investment environment.
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 Perspectives: A Contrarian Approach through the COVID Recovery
A discussion of the unique aspects of the COVID investment environment.