Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss how real estate is being reinvented and rejuvenated by rapid advances in technology and how their portfolios are actively positioned to gain from these evolving trends.
Aneet Chachra, portfolio manager within the Diversified Alternatives team at Janus Henderson, discusses unexpected parallels between the dining industry and investment management.
Nobel Laureate Dr. Myron Scholes discusses the Adaptive Multi-Asset Solutions Team’s approach to investing, with a focus on mitigating risk of significant losses while seeking total return.
No bios have been selected to display. Do prices in the option market have information that can be used to determine the distribution of risks? Dr. Myron Scholes shares why monitoring these signals matters. Transcript I believe that the credit markets, the option markets, have a lot of information, and they don’t have great information
Dr. Myron Scholes cautions about the problems with diversification strategies: putting your eggs in several baskets is fine, but all the eggs can still break.
Dr. Myron Scholes argues that focusing on relative risk, rather than the impact of total risk on compound return, is like using only one hand to clap.
Janus Henderson Investors has appointed two Investment Analysts, Tom O’Hara and Tom Lemaigre to the European Equities team. They will both report to John Bennett, Head of European Equities, and will provide analyst support across John’s and the wider team’s funds.
In active versus passive management, Dr. Myron Scholes explains that it’s the constraints on others that allow active managers to earn excess returns.
Do prices in the option market have information that can be used to determine the distribution of risks? Dr. Myron Scholes shares why monitoring these signals matters.
Read why the portfolio managers at Perkins believe that now is the time to consider defensive value strategies, especially within the small- and midcap space.