Hamish Chamberlayne, investment manager for Janus Henderson’s global sustainable equity strategy, explains why climate change remains the biggest investment issue of our lifetime.
Global warning: the case for low carbon investing, today
Bitcoin – The next major currency?
Mathew Kaleel, Diversified Alternatives Portfolio Manager, discusses the rise of Bitcoin and the six properties it must exhibit to become the next major currency.
Bill Gross Investment Outlook: Curveball
A Monthly Outlook on the Global Financial Markets Bill Gross | Follow Portfolio Manager “Kill the Umpire”, the fan cried to open the 1996 baseball season in Cincinnati, and 7 pitches later, the man behind the plate, John McSherry, was dead, all 320 pounds of him screaming for more oxygen to feed his struggling heart.
Essentials: The Asian Growth Strategy in three minutes
In this ‘Essentials’ video, Andrew Gillan provides an overview of the Asian Growth Strategy that he manages with Associate Investment Manager, Mervyn Koh. The strategy seeks long-term capital appreciation by investing at least two thirds of available total assets in a variety of sectors across Asia excluding Japan equity markets.
Bill Gross June Investment Outlook: How to Make Money
A Monthly Outlook on the Global Financial Markets Bill Gross | Follow Portfolio Manager Because of the secular headwinds facing global economies, currently labeled as the “New Normal” or “Secular Stagnation”, investors have resorted to “making money with money” as opposed to old-fashioned capitalism when money and profits were made with capital investment in the
Factor timing – You’re doing it wrong!
The quantitative finance world has recently been transfixed by its version of the East Coast/West Coast feud. But instead of Brooklyn versus Compton rappers, it’s their suburban cousins Greenwich versus Newport Beach arguing over factor timing.
The Three Pillars of Credibility
Dr. John Evans, Jr. explains the three pillars of credibility and its direct impact on how you interact your clients.
Beyond the metrics: which active techniques add value?
With investors faced with the option of whether to gain exposure to a particular asset class via active or passive strategies, many are now looking at when the added value of active management is preferable. As noted in our previous article we believe both approaches have a role to play, but selectivity is required. Here we explore how certain managers at Henderson employ techniques often associated with ESG (environmental, social, and corporate governance) investing and which are omitted from the passive approach.
10 reasons for active management in fixed income
We believe that active management has an important role to play in investment portfolios. Here, we highlight 10 reasons, each supported by a chart, to demonstrate why active management can be valuable when investing in fixed income.
Global Growth: the developing trend towards paperless payments
The managers of the Henderson Global Growth Strategy seek to identify long-term secular trends that they believe are underappreciated by the market. One such trend is the rise of paperless payments and a shift away from cash as a medium of exchange. Ian Warmerdam, Head of Global Growth, and Portfolio Manager Gordon Mackay explain why they believe this trend has further to run.