Hamish Chamberlayne, Portfolio Manager for the Janus Henderson Global Sustainable Equity Fund, discusses recent developments affecting the world of Sustainable & Responsible Investment (SRI), and the Fund’s positioning, performance, and activity.
Portfolio Manager Denny Fish provides an update on the mega themes reshaping the technology landscape in 2020 and beyond.
Many investors are questioning whether now is the time to increase allocations to Alternatives. We believe seeking genuine diversification is prudent but caution that diligence is required when selecting the appropriate route.
Negative rates and weak economic data paint a challenging backdrop for investors, but we argue there is room to be positive within Fixed Income, an asset class that can tolerate mundane conditions.
Stocks hit record highs in 2019 even as geopolitics led to heightened market volatility. Should the swings continue in 2020 (and we think they could), a focus on fundamentals will become all the more important for equity investors.
In this video, Tom Ross, corporate credit portfolio manager, discusses the global high yield market, exploring the near term outlook, whether defaults might pick up and where they are seeing the best opportunities.
As China welcomes in the Lunar New Year, Charlie Awdry, China equities portfolio manager, talks about the impact of the recent trade deal and portfolio positioning.
Elissa Johnson, Co-Manager of the Secured Loans Fund and Oliver Bardot, Associate Portfolio Manager within the Secured Loans Team, evaluate risks and opportunities in the European loans market in 2020 and how they might impact their portfolios.
US money growth, on a range of measures, picked up significantly during H2 2019.
Andrew Mulliner, Portfolio Manager within Global Bonds, believes 2020 will prove to be a year of two halves, with a rosier outlook likely later in the year.