Ainslie McLennan and Marcus Langlands Pearse, Co-Managers of the Janus Henderson UK Property PAIF, look back at 10 years of managing the fund together and ahead at the changing dynamics of the UK commercial property market.
The US Federal Reserve lowered interest rates for the first time in more than a decade. Co-Head of Global Bonds Nick Maroutsos explains why this may be the first of many cuts, and which assets could benefit.
Portfolio Managers Jonathan Coleman and Scott Stutzman discuss some of the risks of taking a passive approach to small-cap investing in the current market environment.
Ama Seery of the global Sustainable and Responsible Investment (SRI) Team discusses the humanitarian and investor concerns related to cobalt mining.
The Janus Henderson Global Property Equities Team shares why they believe an active, selective and focused approach is capable of delivering the most attractive returns to investors.
Watch Fund Managers James de Bunsen and Pete Webster present at the 2019 AGM, including their analysis of the Trust’s performance in the previous financial year and their longer term outlook. James and Pete are also joined by Senior Portfolio Manager Alex Barr.
Jim Cielinski, Global Head of Fixed Income, provides his perspective on the recent slowdown in global growth and discusses the next steps for central banks.
How can today’s investment managers respond to the rise of passives? In this video, John Bennett, Head of European Equities, gives his thoughts on how investment managers can evolve to give investors a truly active experience. Key takeaways: The rise of passives and increasing fee pressures could represent a potentially existential crisis for managers who
The big news in last week’s US GDP release was a huge downward revision to corporate profits growth in recent years.
Halfway through earnings season, longer-cycle industrials continue to show signs of strength, while short-cycle firms are dealing with uncertainty.