Portfolio Manager Jeremiah Buckley considers the appeal of US equities in an environment of economic and geopolitical uncertainty, characterised by sustained inflationary pressures.
Why US equities now?
Return of the cost of capital: Back to fundamentals
A higher cost of capital has placed greater emphasis on efficient capital allocation decisions and has created a rich environment for stock picking within the technology sector.
How SECURE 2.0 could help fund your child’s retirement
How a SECURE 2.0 Act provision could help parents set their children up for success.
Introducing the Sustainable Credit Fund
Join Shan Kwee, Portfolio Manager for the Janus Henderson Sustainable Credit Fund as he introduces this recently-launched Fund.
Global Natural Resources – Which fuel will stoke the fire?
Join Head of Global Natural Resources, Daniel Sullivan, as he shares his insights on current asset allocation within, and outlook, for the resources sector.
A multi-strategy approach to diversification
Join Alistair Sayer, CPM for our Global Multi-Strategy Fund, as he discusses current risks and opportunities in seeking outcomes that are uncorrelated to financial markets.
Global equities – Opportunities amidst uncertainty
Join us for an update on our Global Research Growth portfolio with Phil Wood, Global Head of Equities CPM’s.
Sustainable Investing – more important than ever
Join Steve Weeple, Client Portfolio Manager for the Janus Henderson Global Sustainable Equity Fund, as he provides an update on the strategy and outlook for the rest of 2023.
Bonds markets: Duration at a critical juncture
With inflation on the rise, duration is at the forefront of advisers minds. Join Jay Sivapalan, Head of Australian Fixed Interest, as he shares his insights on this important topic.
Microfoni Accesi – Macro-update Simon Ward
Registrati alla nuova puntata di Microfoni Accesi in cui proveremo a rispondere ad alcune delle domande più gettonate per i mercati insieme a Simon Ward, Economic Adviser, che offrirà un aggiornamento sulle prospettive macroeconomiche e la rilevanza che queste rivestono per i mercati finanziari, sulla base del suo approccio di previsione distintivo che enfatizza le tendenze e i cicli monetari.