Richard Clode, Graeme Clark and Alison Porter, portfolio managers in the UK-based Global Technology Team, discuss why transportation revolution is an exciting new investment theme within the team’s portfolios. The team explains how they are investing within this powerful secular growth theme, which is being driven by the convergence of artificial intelligence and the availability of vast amounts of data.
As we approach the end of 2017, after a strong year for European equities, it seems an appropriate time to take a step back to think logically about what could drive European equities higher still, or whether, in fact, we are approaching the end of the road for the current bull market.
The lesson from 2017 has been the same as in previous years: avoid high cost producers and highly indebted companies at all times. Daniel Sullivan, Head of Global Natural resources, explains how sentiment towards natural resource equities has turned for the better and which sectors, he and the Global Natural Resources Team, favour in 2018.
Glen Finegan, Head of Global Emerging Market Equities, shares what factors his team finds particularly important when assessing the sustainability of a company.
Global Head of Fixed Income Jim Cielinski and Alex Crooke, Co-Head of Equities – EMEA and Asia Pacific, discuss why a straightforward income strategy may make sense for investors now. Key Takeaways As more income can mean more risk, investors should consider a risk-adjusted approach to income investing. Rather than focus on maximising yield, investors
There are many aspects of this credit and business cycle, which continue to surprise investors and differ from the textbook expectations of an aging bull market. Jenna Barnard explores one aspect unique to the high yield market, which can explain the relentless demand for bonds.
The Financial Conduct Authority (FCA) has recently announced that LIBOR, the underlying rate in around US$350 trillion worth of financial contracts will be abolished by the end of 2021. While the transition to a LIBOR alternative in 2021 seems a long way away, we believe investors should start preparing.
Ten years ago the reality TV family – the Kardashians – came into our lives, just as the S&P 500 reached its pre-financial crisis peak. Aneet Chachra, portfolio manager in the Diversified Alternatives team at Janus Henderson, takes a look at fat-tail events and the potential value within the options market.
A decade on from the Global Financial Crisis, economic recovery has turned out to be both one of the weakest, and the longest, in modern history. John Pattullo, Co- Head of Strategic Fixed Income, shares his views on economic growth since the downturn, and into the future.
Alternatives can play an important role in a portfolio, but do you know exactly what that role is?