Olivia Hails
Taylor Pluss
Taylor Pluss is a Retirement Director, West division for the Defined Contribution and Wealth Advisor Services Team at Janus Henderson Investors.
Janus Henderson Global Macro Fixed Income Team
Janus Henderson Liquid Alternatives Group
AI: from science fiction to an attractive investment theme
Advances in computing power, the volume of data available and the speed and falling cost of data analysis have propelled artificial intelligence (AI) to the next paradigm shift in technology. Alison Porter, Richard Clode and Graeme Clark, portfolio managers in Henderson’s Global Technology Team, discuss this investment theme, its strong potential and where they believe the best opportunities lie.
‘Peak’ everything?
A number of disruptive trends in the economy are reshaping the investment landscape. In this video summary and article, John Pattullo, Co-Head of Strategic Fixed Income, examines the various peaks and troughs in industries, markets and the economy, which, together with demographic trends and behavioural changes, are contributing to the current low growth, low inflation environment.
Global Property Equities: Going the Distance
Tim Gibson shares why he is keeping a close eye on U.S. interest rates and notes that disruption is unearthing opportunities for property equities investors.
Equity moves, fund flows and fear
Aneet Chachra, portfolio manager within the Alternatives team, asks whether fund flows affect equity prices.
US C&I loan surge signalling stocks cycle downswing
A surge in US banks’ commercial and industrial (C&I) loans in late 2018 supports the view here that the stockbuilding cycle has peaked and will act as a drag on GDP growth in 2019.
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