Stefan Baensch
Daniela Brogt
Big Questions for a Better Retirement
Retirement readiness planning can be daunting, we believe it’s important to ask the right questions in order to make sound decisions.
Disruption in Health Care Holds Promise for Investors
Ethan Lovell | Follow Portfolio Manager | Research Analyst Andy Acker, CFA | Follow Portfolio Manager | Research Analyst Disruptive innovation in health care is leading to new standards of care with more positive outcomes for patients and new opportunities for investors. Recently, Global Life Sciences Fund co-portfolio managers Andy Acker, CFA, and Ethan Lovell
Ten themes for sustainable investing
Hamish Chamberlayne, Portfolio Manager with Janus Henderson’s Global SRI Team, details the ten sustainability themes – five environmental and five social – that guide the generation of the team’s investment ideas.
Alla ricerca dell’equilibrio in mercati incerti
Il gestore, Marc Pinto, spiega l’importanza di un approccio equilibrato all’investimento nelle varie asset class.
The Amazonisation effect and bonds
In this webcast, John Pattullo, Co-Head of Strategic Fixed Income, will share his thoughts on digital disruption, with Amazon as the leading example of how this new structural force can erode margins, put established businesses at risk and send deflationary waves across the economies. Bond fund managers need to rethink their strategies carefully to profit from this trend.
Change is nothing new
Businesses such as Amazon and Google are challenging more than just the digital landscape, but is this simply the latest evolution of disruption in markets?
Keep Up! Technological disruption is accelerating
Converging trends are creating the perfect storm for further disruption in the technology sector. Richard Clode, Global Technology Portfolio Manager, comments on the opportunities that may lie ahead and how to avoid the potential pitfalls that the associated hype may bring.
Dr. Myron Scholes Video Investment Series
In this four-part video series, Nobel Laureate Myron Scholes, Ph.D., Chief Investment Strategist, offers fresh insights on the principles of diversification, risk management, compound returns, industry benchmarks, and more.