In our latest podcast, hear from Janus Henderson’s investment teams on the themes shaping the 2019 investment landscape.
Mid-Year Market GPS Panel: Key Trends Shaping the Investment Landscape
Asian dividend growth: mostly decoupled from global turbulence
Sat Duhra, Co-portfolio Manager, Asian Dividend Income, explains why Asia is leading the way in dividend growth. He identifies some of the sectors in which these dividend payers reside and discusses the impact of the ongoing trade dispute on his portfolio positioning.
Regulatory Update: Big Tech Under Fire
Understanding the regulatory threat to large tech firms in the U.S. and what it could mean for investors.
Timothy Cheung
At ECB Meeting, Shock and Bore
Portfolio Manager Andrew Mulliner reflects on the outcome of the highly anticipated European Central Bank (ECB) meeting held on July 25.
Quick view: (ECB) shock and bore
The European Central Bank (ECB) meeting on 25 July was billed as the most important ECB meeting of the last few years. Andrew Mulliner, Portfolio Manager within Global Bonds, reflects on the outcome of this highly anticipated session.
Advisors: What is Your Most Valuable Resource?
To achieve balance, we may need to integrate our personal and professional lives rather than trying to separate the two.
Drug pricing reform shifts continue
Recently, the Trump administration abandoned plans to overhaul drug rebates in Medicare while a federal judge ruled against listing prescription drug prices in TV ads. But US drug reform is far from over, with implications for investors, says Portfolio Manager Andy Acker and Health Care Research Analysts Luyi Guo and Rich Carney.
Cobalt: saying ‘no’ to child labour
Ama Seery, analyst within the global Sustainable and Responsible Investment (SRI) Team headed by Hamish Chamberlayne, examines the explosive demand for cobalt to power new technologies and the many risks associated with its supply.
Drug pricing reform shifts continue
Recently, the Trump administration abandoned plans to overhaul drug rebates in Medicare while a federal judge ruled against listing prescription drug prices in TV ads. But US drug reform is far from over, with implications for investors, says Portfolio Manager Andy Acker and Health Care Research Analysts Luyi Guo and Rich Carney.