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Sarah de Lagarde
Sarah de Lagarde is Global Head of Corporate Affairs at Janus Henderson Investors, a position she has held since 2023.
Pan European Mid and Large Cap strategy
Please join Marc Schartz, Portfolio Manager and Richard Brown, Client Portfolio Manager, for the final webcast of 2023 as they discuss the recently renamed European Mid and Large Cap strategy. During which they will cover the benefits of investing in mid cap stocks as well as the areas Marc finds most attractive as we enter 2024. The webcast will include an update on positioning and performance.
Grant McDonald
Lessons in elevating team performance from a retired pro rugby player
How advisory teams can elevate performance by building social capital.
Affordable housing: How investors can help to solve it
Liz Harrison, Fixed Interest Strategist – ESG in the Australian Fixed Interest team, discusses the housing affordability crisis in Australia and the different types of affordable housing themed investments available to investors.
Andrew Manguart, CFA
Andrew Manguart is a Research Analyst at Janus Henderson Investors. He is a member of the Central Research Team focused on the financials sector.
Research in Action: Are insurance stocks on investors’ side?
Low capacity and rising premiums could extend a tailwind now lifting the stocks of many property and casualty insurers.
Cash burners can fire outstanding returns
While balance sheet discipline is often a welcome feature of a potential investment, occasionally it pays to consider businesses that are spending cash on themselves, as we have done for Lowland Investment Company.
Global Perspectives: Redefining growth potential in the technology sector
Assessing the impact of higher rates and a potential recession on the tech sector, as well as our outlook for AI and cloud computing.