In part two of this two-part mini-series, Nick Watson, portfolio manager with Janus Henderson’s UK-based Multi-Asset Team, discusses why alpha-generating managers are likely to be in ever greater demand, and focuses on dynamics within fixed income. As an allocator to both active funds and passive instruments, he argues it is crucial to consider questions of ‘where’ and ‘when’ when making decisions.
Strategic Fixed Income: disruptive technology and the bond angle
Rebecca Young, Portfolio Manager within Strategic Fixed Income, highlights interesting start-up businesses that presented at a recent disruptive technology conference and explains why bond managers should take note. She also explains why disruption ties in to the team’s long term deflationary view.
Five Steps to Launch Your Succession Plan
Knowledge Labs® recently partnered with the Financial Planning Association on a survey to understand how financial professionals are approaching succession planning, and if they haven’t, to define what is holding them back.
Global Sustainable Equity: news and opportunities (Q2 2018 update)
Hamish Chamberlayne, Portfolio Manager for Janus Henderson’s Global Sustainable Equity strategy, discusses recent developments affecting the world of SRI, and the strategy’s positioning, performance, and activity.
Essentials: UK commercial property
In this Essentials video Ainslie McLennan and Marcus Langlands Pearse, Co-Managers of the Janus Henderson UK Property PAIF, introduce their approach to the UK commercial property market and the fund they manage. Discover why investors should consider the asset class on a long-term view and how the fund’s dedicated investment team seek to generate long-term
Global Life Sciences: our approach to seeking innovators in cancer therapy
Follow Global Life Sciences Portfolio Manager Andy Acker and Research Analyst Dan Lyons as they visit biotechnology companies pursuing innovative platforms in which to provide new therapies for major diseases such as cancer.
Essentials: a ‘balanced’ US equity and bond strategy
This video provides an introduction to the actively managed US equity and fixed income strategy run by equity specialists Maco Pinto and Jeremiah Buckley, and fixed income experts Darrell Watters and Mayul Saigal.
Tech stocks: solid demand underpins positive outlook
Recently back from the US West Coast on separate research trips, Global Technology portfolio managers Alison Porter and Graeme Clark met with portfolio companies and prospective investable businesses. Here, they discuss the key takeaways from these trips.
Technology disruption and acceleration: risks and opportunities
In this video, Richard Clode, portfolio manager within the Global Technology Team, discusses how not keeping up with innovation and new technology may be shortening the lifespan of ‘blue chip’ stocks, as well as the key reasons why technology disruption is accelerating. He also talks about the transportation revolution, a key example of how a major industry is being disrupted with consequences and opportunities for incumbent and new companies.
Where and when to go active – an asset allocator’s view (part 1)
In part one of this two-part mini-series, Nick Watson, portfolio manager with Janus Henderson’s UK-based Multi-Asset Team, discusses the roles that both active and passive investing can play. He argues why it is crucial to consider questions of ‘where’ and ‘when’ when making allocation decisions. Allocation considerations As a portfolio manager on the Multi-Asset desk