In this Essentials video Ainslie McLennan and Marcus Langlands Pearse, Co-Managers of the Janus Henderson UK Property PAIF, introduce their approach to the UK commercial property market and the fund they manage. Discover why investors should consider the asset class on a long-term view and how the fund’s dedicated investment team seek to generate long-term
Global Life Sciences: our approach to seeking innovators in cancer therapy
Follow Global Life Sciences Portfolio Manager Andy Acker and Research Analyst Dan Lyons as they visit biotechnology companies pursuing innovative platforms in which to provide new therapies for major diseases such as cancer.
Essentials: a ‘balanced’ US equity and bond strategy
This video provides an introduction to the actively managed US equity and fixed income strategy run by equity specialists Maco Pinto and Jeremiah Buckley, and fixed income experts Darrell Watters and Mayul Saigal.
Tech stocks: solid demand underpins positive outlook
Recently back from the US West Coast on separate research trips, Global Technology portfolio managers Alison Porter and Graeme Clark met with portfolio companies and prospective investable businesses. Here, they discuss the key takeaways from these trips.
Technology disruption and acceleration: risks and opportunities
In this video, Richard Clode, portfolio manager within the Global Technology Team, discusses how not keeping up with innovation and new technology may be shortening the lifespan of ‘blue chip’ stocks, as well as the key reasons why technology disruption is accelerating. He also talks about the transportation revolution, a key example of how a major industry is being disrupted with consequences and opportunities for incumbent and new companies.
Where and when to go active – an asset allocator’s view (part 1)
In part one of this two-part mini-series, Nick Watson, portfolio manager with Janus Henderson’s UK-based Multi-Asset Team, discusses the roles that both active and passive investing can play. He argues why it is crucial to consider questions of ‘where’ and ‘when’ when making allocation decisions. Allocation considerations As a portfolio manager on the Multi-Asset desk
Why Some Teams Do More Business than Others
Elevate your team to elite status by learning the 5 Attributes of Top-Performing Teams.
The paradoxical fear of artificial intelligence
Brad Slingerlend, co-portfolio manager on the Denver-based Janus Henderson Global Technology Strategy, highlights the paradox facing US regulators over concerns about the use of data collected and generated by online social media platforms such as Facebook.
Emerging Markets Equity: What Do They Know?
Leading endowments’ emerging markets equity allocations are significantly overweight compared to other investor types.
Bill Gross Investment Outlook: Killing Each Other
A Monthly Outlook on the Global Financial Markets Bill Gross | Follow Portfolio Manager Some say humanity is making progress, and that civilization is becoming more “civilized”, but I wonder. Optimists would point to the global political focus on human rights and the slow, although sporadic, steps forward on racial and gender equality, but these