What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
Multi Asset Quarterly Q1 2025: Higher U.S. rates roil the global economy and markets
Keeping it real as the AI opportunity set broadens out
While the growing potential of generative AI is undeniably exciting, expectations and stock valuations need to be realistic to identify the true beneficiaries of this technological evolution.
Listed property: built for longevity
Investment team’s personal insights on being long-term investors in the listed real estate space.
SFDR Translations PL
Janus Henderson Horizon Global Sustainable Equity Fund Legal Entity Identifier: 213800BZJWP55PIIYD4 A. Summary The Fund is categorised as one which meets the provisions set out in Article 9 of SFDR as a product which has sustainable investment as its objective. It will make a 25% minimum of sustainable investments with an environmental objective in economic
All systems CLO: Fixed Income Opportunities in 2025
CLOs (Collateralised Loan Obligations) have caught the attention of many investors amid their attractive yields and diversification potential, as well as due to the positive fundamental and technical backdrop for the sector.
Watch our CLO webcast replay where our panel of experts explored the strategic case for CLOs, the differences between the US and European markets, and the outlook for the sector in 2025.
Simon Kahn
As Chief Marketing Officer of Google APAC, Simon Kahn oversees strategy, research, brand management, advertising, and more for Google’s consumer products and business solutions across sixteen countries in the region. Under his leadership, Google Marketing in APAC has become an innovation hub recognized for its insights-led culture and propensity for taking smart risks. Prior to
Jansen Phee
Jansen Phee is Managing Director, Head of Funds Investment Solutions, Asia Pacific, at UBS Global Wealth Management. He is also the head of Global Investment Management China. In this roles, Jansen is responsible for UBS GWM’s fund business in APAC, and for the Investment Funds and Wealth Planning business in domestic China. He is based
Gareth Nicholson
Gareth Nicholson is Nomura’s Chief Investment Officer and Head of Discretionary Portfolio Management for International Wealth Management, based in Singapore. Gareth works closely with Nomura’s Global Markets and Investment Banking businesses to expand the firm’s product offerings and coverage for high-net-worth clients, external asset managers and family offices. He creates and manages DPM strategies for
Lee Fisher
Dispelling three myths around European Collateralised Loan Obligations
Misconceptions that securitisations are ‘complex’, ‘illiquid’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?