Perkins Chief Investment Officer Greg Kolb shares his equity market insights.
Beware the True “Plunge”
Beware The Energy Vampires
When it comes to managing your energy, guest blogger Heidi Hanna shares the top five energy pitfalls among top performers – and how to avoid them.
Looking outside the Australian banking sector
Jane Shoemake, Investment Director of the Janus Henderson Global Equity Income Fund, discusses the diversification that investing beyond Australia’s banking sector can provide.
Rio Tinto’s mining sector disruption
Tim Gerrard, Portfolio Manager in Janus Henderson’s Global Natural Resources Team, discusses how Rio Tinto’s emphasis on technology and world-first innovation is redefining mining operations.
Broken curves: are misguided inflation measures leading to policy mistakes?
Once, a useful gauge for inflationary pressures in an economy and used by central banks in setting policy, the Phillips curve has broken — it is flawed for the world that we live in today. John Pattullo, explores the reasons behind the malfunction.
Building efficiency
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, discusses the importance of a sustainable approach to investing in the UK commercial property market.
Rethinking sustainability in the age of disruption
How do you build a long-term investment strategy in a world where technology and politics keep changing the rules?
Sustainability & disruption: natural twins
Hamish Chamberlayne, Portfolio Manager of the Global Sustainable Equity Strategy, discusses how these interlinked themes are penetrating every sector of the economy
A Hole in Strategic Asset Allocation
Learn why an adaptive allocation approach can be designed to maximize compound returns while mitigating acute tail risk.
Navigating the drug pricing debate Copy
When the Trump administration introduced a ‘blueprint’ to lower drug prices in May, the pharmaceutical industry breathed a sigh of relief. Andy Acker and Ethan Lovell, Portfolio Managers of the Global Life Sciences strategy, discuss.