Sabrina Denis
Sabrina Denis is a Senior Portfolio Strategist at Janus Henderson Investors, a role she has held since 2020.
Discussion with the Chairman: A focus on income
David Smith, fund manager of Henderson High Income, and the Chairman of the Board discuss how the company has identified revenue generating stocks in the current environment.
Investing in Diversity: analysing the investment risks and opportunities
Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.
A “monetarist” forecast for UK inflation
Underlying CPI inflation has risen and the headline rate is likely to overshoot Bank of England and consensus forecasts, argues Simon Ward, Economic Adviser.
Can a Broader Recovery Spur a Value Rotation?
A discussion of recent positive developments that may spur a broader economic recovery and a rotation into value stocks.
What does the economic recovery mean for equities in 2021?
Are the key components in place to support equity markets in 2021? We explore the backdrop and what could derail an otherwise positive outlook.
2021: Volatility likely, surprises fewer
Exceptional monetary policy and macro uncertainty mean the rules are changing. Is 2021 the time to look beyond traditional investment approaches?
Can a Broader Recovery Spur a Value Rotation?
A discussion of recent positive developments that may spur a broader economic recovery and a rotation into value stocks.
The inevitable face-palm in market timing
Reflecting on his own attempts to remain level-headed through 2020’s best and worst market swings, Adam Hetts from Janus Henderson’s Portfolio Construction and Strategy (PCS) Team discusses the importance of staying the course amid ongoing uncertainty.