Hamish Chamberlayne, Portfolio Manager of the Global Sustainable Equity Strategy, discusses how these interlinked themes are penetrating every sector of the economy
Sustainability & disruption: natural twins
A Hole in Strategic Asset Allocation
Learn why an adaptive allocation approach can be designed to maximize compound returns while mitigating acute tail risk.
Navigating the drug pricing debate Copy
When the Trump administration introduced a ‘blueprint’ to lower drug prices in May, the pharmaceutical industry breathed a sigh of relief. Andy Acker and Ethan Lovell, Portfolio Managers of the Global Life Sciences strategy, discuss.
Navigating the drug pricing debate
When the Trump administration introduced a ‘blueprint’ to lower drug prices in May, the pharmaceutical industry breathed a sigh of relief. Andy Acker and Ethan Lovell, Portfolio Managers of the Global Life Sciences strategy, discuss.
Why short duration now
Members of the Janus Henderson Global Bonds Team explain why the return of positive real interest rates comes at a welcome time.
Benefits to Investing in High-Quality Growth Companies
Geneva Capital Management Portfolio Manager, Jose Munoz defines high quality and highlights how small and mid-cap companies are benefiting from corporate tax…
Europe Sees Continued Interest in ESG-Fueled Retirement Planning
Plan sponsors are increasingly eyeing ESG factors, especially in Europe, where more robust rules governing pension management give the trend a higher profile.
Trust TV: City of London Investment Trust webinar
City of London Investment Trust fund manager Job Curtis is in the studio with award-winning financial journalist Cherry Reynard to tackle investor questions. Job addressed concerns around a so-called ‘hard Brexit’ and possible implications for the Trust’s portfolio; and was pressed to explain his rationale behind specific stocks and sector themes underlying the portfolio.
Positive impact stocks – Global Sustainable Equity
Hamish Chamberlayne, manager of the Janus Henderson Global Sustainable Equity Fund, explains his team’s approach to stock selection. This document introduces stocks favoured by the team, with an explanation of the positive environmental and/or social impact that has been identified for each company.
ESG KPIs report – Janus Henderson Global Sustainable Equity Fund
Environmental, social, and governance (ESG) factors can have a material impact on financial returns. This report highlights some of the most material and quantifiable ESG and human rights key performance indicators (KPIs) for the Janus Henderson Global Sustainable Equity Fund.