Robert Shimell is a Portfolio Manager on the Diversified Alternatives Team at Janus Henderson Investors.
Robert Shimell
Global Perspectives: Why small caps appear poised for a day in the sun
Is it time for small caps to shine? Our experts discuss.
How will the AI hype impact European equities?
The pitfalls of following the AI hype cycle
Heading to the mainstream for alternatives
Portfolio Manager Luke Newman considers the distinctive roles that alternatives can play at a time when investors’ interest in the asset class continues to grow.
Commercial real estate: Look beyond the headlines for opportunities within listed property
Important differences between public and private commercial real estate provide grounds for optimism.
Research in Action: What options prices are signaling about economic growth
This often-overlooked measure of market risk suggests the U.S. economy could continue to defy expectations.
Democratisation of Alternatives
With markets in a tug of war between offense and defence, a variety of investors are considering alternative strategies. In this panel debate from Janus Henderson’s recent global media day, David Elms, Head of Diversified Alternatives, Luke Newman, Portfolio Manager, and Adam Hetts, Global Head of Portfolio Construction and Strategy, discuss the democratisation of the asset class.
Commercial real estate: look beyond the headlines for opportunities within listed property
Important differences between public and private commercial real estate provide grounds for optimism.
Commercial real estate: look beyond the headlines for opportunities within listed property
Important differences between public and private commercial real estate provide grounds for optimism.
Beating a challenging market by harvesting global income
Investing in globally diversified equities remains one of the best options for generating income in the medium to long term.