The Global Sustainable Equity team at Janus Henderson Investors explains how investors should approach environmental, social and governance (ESG) factors, to ensure they have a tangible impact on portfolios.
Janus Henderson Investors’ sustainability spotlight will shine more brightly on companies that make a positive impact via the circular economy. In the third of a series, the Global Sustainable Equity Team reveals how, where and why
A pause after today’s rate cut may make sense in the short term, but greater accommodation may be necessary over the long haul.
Despite the ultra-low interest rate environment, Jim Cielinski, Global Head of Fixed Income, discusses bond’s role as a diversifier in a broad portfolio.
Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, provides an update covering the impact of the trade wars on the region, changes to the strategy year-to-date, his views on Southeast Asia and outlines the investment case for Asia.
Jeremiah Buckley, Portfolio Manager on the Janus Henderson Balanced team, gives insight into how the bonds and equities teams work in tandem as they seek to deliver a balanced, risk-conscious portfolio for investors.
Fund manager October commentary – Henderson Alternative Strategies Trust
With the rise of e-commerce, physical spaces like shopping malls are losing relevance, putting pressure on the retail real estate sector.
Julia Scheufler is a Portfolio Manager on the European Equities Team at Janus Henderson Investors, a position she has held since 2024.