In this outlook video, Ethan Lovell, Co-Portfolio Manager for the Janus Henderson Global Life Sciences Strategy, explains that scrutiny over drug costs has led to recent volatility in healthcare stocks. The longer-term picture, however, is very encouraging with the sector making dramatic leaps in advanced medicines such as immunotherapy, which provides potentially significant market opportunities.
Global technology equities portfolio manager Brad Slingerlend comments on why escalating trade rhetoric may not materially impact the growth and earnings prospects of the tech sector.
Wealth strategies expert Matt Sommer analyzes the results of a proprietary survey on the role of gender in the financial advisor selection process.
Jenna Barnard, Co-Head of Strategic Fixed Income, explains the team’s thinking on the bond markets, which revolves around the themes of interest rate divergence and US dollar strength.
Millennials are worth over a trillion dollars in potential business. Dr. John L. Evans explains how financial advisors can connect with them, digitally.
The summer may be the perfect time to connect with your clients—and their children. Learn how to use the slower months to curate memorable events for the whole family.
Volatility has returned to markets in 2018, with investors unsettled by US President Trump’s decision to take a combative stance on international trade, and with central banks globally signaling an end to the era of easy money. In this article, Marc Pinto, portfolio manager on the Janus Henderson Balanced Fund, discusses the important role a balanced multi-asset strategy can play in more uncertain market conditions.
Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the implications of the recent inclusion of China A-shares into MSCI equity indices, and how this should provide a long-deserved boost to both China shares and Asian equities as a distinct asset class.
Impressed by the resilience of the markets, portfolio manager Marc Pinto explains why he believes that investors should not be deterred by higher volatility, given the favourable backdrop for equities.
Meanwhile, Darrell Watters, Head of US Fundamental Fixed Income, expects a difficult environment for credit markets.
In this video, the Co-Heads of Strategic Fixed Income, John Pattullo and Jenna Barnard, share their assessment of the impact of rising inflation expectations in developed markets and whether higher inflation will take root.