Janus Henderson Co-CEO Dick Weil talks to Bloomberg TV about the benefits of combining an active and passive approach to investing. He also provides his view on the risk of crowded trades, the scope for interest rate rises, and taking advantage of growth in the Chinese market.
Dispelling the myths of sustainable investment
In this video presentation, Hamish Chamberlayne, Portfolio Manager within Janus Henderson’s Global Sustainable and Responsible Investment Team, dispels the major myths about sustainable investment. He explains how environmental and social megatrends will accelerate the transition to a low carbon economy and discusses some of the investment areas that stand to be disrupted.
Quick view: Amazon takes on healthcare
Rich Carney, Healthcare Services Analyst with the US-based Janus Henderson Healthcare Sector Team, responds to news that Amazon, Berkshire Hathaway, and JPMorgan Chase plan to form an independent healthcare company to lower costs for their employees.
Inflation — the dog that never barks
The biggest surprise last year was not only the persistent mis-forecasting of bond yields but also the persistent mis-forecasting of inflation. John Pattullo, Co-Head of Strategic Fixed Income, looks at the underlying causes of why a lot of traditional economic models, assumptions and relationships do not seem to hold in this rather dystopian world in which we live.
Quick view: healthcare – Amazon’s next target?
Alison Porter, Graeme Clark, and Richard Clode, Portfolio Managers within the Janus Henderson Global Technology Team, provide their views on the news that Amazon, JP Morgan and Berkshire Hathaway are forming an alliance with the aim of lowering healthcare costs for the companies’ employees.
Quick view: healthcare – Amazon’s next disruption target?
Alison Porter, Graeme Clark, and Richard Clode, Portfolio Managers within the Janus Henderson Global Technology Team, provide their views on the news that Amazon, JP Morgan and Berkshire Hathaway are forming an alliance with the aim of lowering healthcare costs for the companies’ employees.
Quick view: Amazon takes on healthcare
Rich Carney, Healthcare Services Analyst with the US-based Janus Henderson Healthcare Sector Team, responds to news that Amazon, Berkshire Hathaway, and JPMorgan Chase plan to form an independent healthcare company to lower costs for their employees. Rich is also a member of the investment team for the Janus Henderson Global Life Sciences strategy.
Break an Egg with Your Practice, from the Inside
Consider this as you develop your vision for your practice through 2018 and beyond.
Essentials: Global Life Sciences Strategy
In this Essentials video for the Janus Henderson Global Life Sciences Strategy, meet co-managers Andy Acker and Ethan Lovell. Learn about their approach to investing, and what differentiates their strategy from others in the healthcare peer group.
Essentials: the Total Return Bond strategy
In this ‘Essentials’ video, Phillip Apel and Andrew Mulliner, portfolio managers within the Fixed Income Investment Strategy Group (ISG), outline the key features of the Total Return Bond strategy, including its ‘strength in depth’ team approach and its unconstrained global remit.