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
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.
Il gestore, Marc Pinto, spiega l’importanza di un approccio equilibrato all’investimento nelle varie asset class.
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.
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?
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.
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.
Chinese equity markets will be anything but dull in 2019, says Charlie Awdry, China equities portfolio manager, with plenty of opportunities for the active investor.
Investors must toe the line between defensive, sustainable yield names and dividend growth cyclical names into 2019, says Sat Duhra, Asian dividend income strategy portfolio manager.
Yunyoung Lee, portfolio manager for the Japanese smaller companies strategy, says strong fundamentals relative to other developed markets mean prospects for Japanese companies should remain good into 2019.