Jamie Boyd
Responsibility Report 2023: Investing in a brighter future together
Janus Henderson’s key achievements in 2023 across corporate responsibility and ESG investing.
European espresso: Growth trends in skincare and fragrances
Can skincare and fragrances buck the trend within European consumer staples?
How to help clients avoid “money illusion” as inflation persists
The money illusion can cause investors to act irrationally during periods of inflation.
Global Perspectives: Bonds are back
In this episode, Head of Australian Fixed Interest Jay Sivapalan, and Matt Bullock, EMEA Head of Portfolio Construction and Strategy, discuss why the Australian Fixed Interest market is making a resurgence and where the opportunities are over the next 12 months.
Quick View: April U.S. CPI – positive news for the Fed
April’s CPI report keeps hopes for a summer rate cut alive, but are investors underestimating the rate trajectory through 2026?
The role of U.S. securitized assets in the Global Financial Crisis: Part 3
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.
The role of U.S. securitized assets in the Global Financial Crisis: Part 2
The second installment in a three-part video series explores collateralized debt obligations (CDOs) and synthetic CDOs and their role in the Global Financial Crisis.
The role of U.S. securitized assets in the Global Financial Crisis: Part 1
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.
There’s no place like home: the residential REITs opportunity
The current attractive relative valuation opportunity and merits of residential REITs.