Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, explains how the team are actively managing the impact of rising inflation expectations.
Quick view: The implications of rising inflation
Right here, right now: growth opportunities in real estate
Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl, explain why they believe the REIT ‘reopening rotation’ trade has created an attractive opportunity to buy quality compounders offering sustainable growth, driven by long-term structural tailwinds.
Mitigating Political Bias in Investing
Investors’ political leanings can influence how they position their portfolios.
Why Active in Fixed Income Exchange Traded Products?
Janus Henderson ETFs were the fastest-growing fixed income ETFs in 2020.Over the past four decades, our global investment teams have developed a wide range of product solutions to address our clients’ varied and evolving needs.
Finding value in each other: active collaboration in equity and bond analysis
Seth Meyer and Brent Olson, high yield bond Portfolio Managers, and Nick Schommer, US equity Portfolio Manager, discuss the benefits of collaboration in their equity and bond analysis.
Fund Manager February Commentary – Lowland Investment Company
Laura Foll, Co-Fund Manager for Lowland Investment Company, delivers her monthly commentary on how the Trust performed in February, portfolio activity and her thoughts on wider economic and political developments.
Emerging market equities: same storm, different boats
The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.
Finding value in each other: active collaboration in equity and bond analysis
Seth Meyer and Brent Olson, high yield bond Portfolio Managers, and Nick Schommer, US equity Portfolio Manager, discuss the benefits of collaboration in their equity and bond analysis.
Emerging market equities: same storm, different boats
The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.
Emerging market equities: same storm, different boats
The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.