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Investment themes for a post-COVID world

In this white paper, we look back at historical data for direction, and to explore how markets have reactive over time during previous epidemics and significant geopolitical events, as we navigate these largely uncharted waters.

Global Perspectives Podcast – Technology: Valuations, Tech Wars, Regulation and Sustainability

Alison Porter | Janus Henderson Investors

In this episode, Adam Hetts talks to Alison Porter and Richard Clode from the Global Technology Leaders Team. The focus is on the main topics impacting the tech sector today, including the acceleration in tech trends, rising valuations, the US-China tech war, regulation, the US presidential election, as well as their approach to ESG factors and how they manage concentration risk in portfolios.

Three stages of absolute return investing in 2020

Portfolio Manager Luke Newman considers how the market for absolute return has changed in response to the spread of COVID-19, outlining his reasons to position for an economic recovery, while still focusing on capital preservation.