Despite delivering positive returns, healthcare underperformed the broad market in the first half of the year. Portfolio Manager Andy Acker explains some of the reasons why – as well as why he is optimistic about the sector’s outlook.
From the Janus Henderson Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.
Inflation is top of mind for investors. Portfolio managers Helen Anthony and Andrew Mulliner consider whether it is permanent or transitory.
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, explains that a recovery in the economy should over time be positive for good-quality, well-located UK commercial property, but sustainability, selectivity, and diversification will be key.
The importance of providing adequate diversification and drawdown strategies through retirement.
How should U.S.-based advisors be considering international stocks in their equity allocations?
From the JHI Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.
Underperforming the broad market for the first half of 2021, health care now offers attractive valuations and significant growth potential, thanks to innovation.
From the JHI Global Media Conference: A discussion on global efforts to reach net zero carbon emissions by 2050.