Steve Cain, portfolio manager in the Diversified Alternatives team, outlines where he sees the current risks and opportunities in the market. Steve co-manages multi-strategy portfolios with David Elms.
Managing risk – is market volatility too cheap?
Solving a hard problem with a simple model
In this article, portfolio manager Aneet Chachra considers the potential benefits of a simple tactical allocation model based on trailing relative returns when looking at US vs emerging markets, and the importance of moving quickly when making investment decisions.
Looking Beyond Real Estate’s “Core”
In an evolving real estate landscape, we believe investors should look beyond the core property categories of retail and office.
The six big trends in global agriculture
Tim Gerrard, Portfolio Manager in the Janus Henderson Global Natural Resources Team, highlights the key trends shaping the global agricultural sector.
OECD leading indicators: fade the pick-up
The OECD’s leading indicators continued to recover in December but the signal should be discounted.
Nick Adams — REMOVED
Nick Adams is Global Head of Institutional at Janus Henderson Investors, a position he has held since 2019.
Multi-Sector Income: do credit ratings obscure risk and deter opportunities?
In this video, Multi-Sector Income portfolio managers John Lloyd and Seth Meyer, discuss why credit ratings may not be an accurate reflection of risk and could obscure opportunities for active managers to capitalise on.
Phillip Gronninger
Phil Gronniger ricopre il ruolo di client portfolio manager per le strategie obbligazionarie presso Janus Henderson Investors dal 2014. È entrato in Janus nel 2010 come senior product manager per le strategie sull’obbligazionario. In precedenza, Phil ha ricoperto il ruolo di vicepresidente e gestore del portafoglio di Financial Counselors, Inc., dove ha gestito portafogli istituzionali
How Gratitude, Belonging and Team Culture Help Drive Client Loyalty
In our latest podcast, John Evans interviews bestselling author Dr. Joseph Michelli, who shares strategies for creating tremendous client experiences.
Meeting the challenge: fixed income investing in 2020
With Europe characterised by negative rates and subdued bond yields, Nick Maroutsos, Co-Manager of the Absolute Return Income team, explains how the team seeks to meet the objectives of the portfolio.