Attractiveness has yet to come out of the woods. Similar to last month, the options market sees the three broad asset classes – growth, capital preservation and inflation – all unattractive. Each one of these is showing a level of expected upside to downside below the average level of 1.0. The attractiveness of
A Selective Approach to Global Emerging Market Equities
Learn why we believe one must be cautious, selective and patient when seeking investment opportunities in emerging markets (EM).
Structural change, disinflation and ‘Amazonisation’
Serial disruptors like Amazon are shaping the economic transformation that is taking place before us. John Pattullo, co-fund manager of Henderson Diversified Income Trust, explains how investors can be on the right side of change.
Beware the True “Plunge”
Perkins Chief Investment Officer Greg Kolb shares his equity market insights.
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?