Alison Porter, Portfolio Manager on the Global Technology Team, discusses Amazon’s latest foray into the delivery and healthcare sectors and its implications for investors.
In this outlook video, Ethan Lovell, Co-Portfolio Manager for the Janus Henderson Global Life Sciences Strategy, explains that scrutiny over drug costs has led to recent volatility in healthcare stocks. The longer-term picture, however, is very encouraging with the sector making dramatic leaps in advanced medicines such as immunotherapy, which provides potentially significant market opportunities.
Graeme Clark, portfolio manager in Janus Henderson’s Global Technology Team, discusses the significance of understanding and analysing where a company sits on the hype cycle when investing in tech for the long term, and how this forms an integral part of the team’s investment process.
In this outlook video, Ethan Lovell, Co-Portfolio Manager for the Janus Henderson Global Life Sciences Strategy, explains that scrutiny over drug costs has led to recent volatility in healthcare stocks. The longer-term picture, however, is very encouraging with the sector making dramatic leaps in advanced medicines such as immunotherapy, which provides potentially significant market opportunities.
Global technology equities portfolio manager Brad Slingerlend comments on why escalating trade rhetoric may not materially impact the growth and earnings prospects of the tech sector.
Wealth strategies expert Matt Sommer analyzes the results of a proprietary survey on the role of gender in the financial advisor selection process.
Jenna Barnard, Co-Head of Strategic Fixed Income, explains the team’s thinking on the bond markets, which revolves around the themes of interest rate divergence and US dollar strength.
Millennials are worth over a trillion dollars in potential business. Dr. John L. Evans explains how financial advisors can connect with them, digitally.
The summer may be the perfect time to connect with your clients—and their children. Learn how to use the slower months to curate memorable events for the whole family.
Volatility has returned to markets in 2018, with investors unsettled by US President Trump’s decision to take a combative stance on international trade, and with central banks globally signaling an end to the era of easy money. In this article, Marc Pinto, portfolio manager on the Janus Henderson Balanced Fund, discusses the important role a balanced multi-asset strategy can play in more uncertain market conditions.