Hamish Chamberlayne, Head of SRI at Janus Henderson, sees good reason to remain optimistic in 2020 and beyond amid an economy that is nearing the end of its cycle by focusing on companies whose business models benefit the development of a sustainable global economy.
Global Head of Fixed Income Jim Cielinski believes there’s reason to be positive about the outlook for fixed income in 2020 despite a challenging backdrop.
Amid a raft of costly proposals to overhaul the US healthcare system, companies are hustling to find efficiencies and improve patient outcomes. Rich Carney, on the Global Life Sciences team alongside Andy Acker, discusses the innovations that may lead to lower costs and new sources of growth.
Portfolio Managers Marc Pinto and Jeremiah Buckley discuss equity opportunities in the late stages of the current economic cycle.
Matt Sommer is Senior Managing Director, Retirement Strategy Group at Janus Henderson Investors. In this role, he leads the Defined Contribution and Wealth Advisor Services Team.
In this video, Janus Henderson’s Global Property Equities Team discusses the benefits of an allocation to global real estate investment trusts (REITs), particularly in a slow-growing, low-yielding environment.