Ethan Lovell, co-portfolio manager of the Janus Henderson Global Life Sciences Strategy explains why medical moonshots are successful only after many years of research. He believes that a long-term approach to investment is therefore warranted.
David Whitten, Head of Janus Henderson’s Global Natural Resources Team, provides an overview of the lithium sector, the main driver of its strong demand and the challenges faced by this growing industry.
Daniel Sullivan, Head of Janus Henderson’s Global Natural Resources Team, provides an overview of the lithium sector and its outlook amidst strong demand growth.
In this ‘Essentials’ video, Alison Porter, Richard Clode and Graeme Clark, portfolio managers in the UK-based Janus Henderson Global Technology Team along with Stuart O’Gorman, provide an introduction to the strategy, including team overview, investment approach and objective, key differentiators and why investors should consider an actively-managed approach to investing in global technology stocks. Glossary:
Gold and sovereign bonds are typically the only assets that rise in value during periods of chaos, but at what point does holding gold become detrimental to the performance of a well-diversified portfolio? In this article, fund manager Steve Cain from the Diversified Alternatives team at Janus Henderson explore the value of gold as a hedge against stock drawdowns, particularly for non-US investors, and discuss different ways for investors to start thinking about their own exposure.
Jay Sivapalan, Portfolio Manager, explains that with the 35 year bull market in bonds and central bank accommodation coming to an end, complacent passive fixed interest portfolios are exposed to the index’s high levels of interest rate risk and compositional skew towards low return investments.
A number of disruptive trends in the economy are reshaping the investment landscape. In this video summary and article, John Pattullo, Co-Head of Strategic Fixed Income, examines the various peaks and troughs in industries, markets and the economy, which, together with demographic trends and behavioural changes, are contributing to the current low growth, low inflation environment.
A number of disruptive trends in the economy are reshaping the investment landscape. In this video summary and article, John Pattullo, Co-Head of Strategic Fixed Income, examines the various peaks and troughs in industries, markets and the economy, which, together with demographic trends and behavioural changes, are contributing to the current low growth, low inflation environment.
While investors may think that low volatility is the “new normal,” Portfolio Manager John Fujiwara cautions against complacency given the potentially significant ramifications of the volatility trade unwinding.
Following the news that Britain is to ban the sale of all diesel and petrol cars and vans from 2040 – a trend gathering momentum across Europe – two of Janus Henderson’s investment teams provide their reactions.