Sam Rodin
ESG in Fixed Income: A marathon, not a sprint
Janus Henderson’s Fixed Income ESG efforts are grounded in understanding client preferences and meeting their specific objectives.
Keeping perspective on AI’s role in biotech
While technology is an important aspect of drug discovery, the value of new medicines – and the firms developing them – comes down to the quality of clinical data.
Fed seeks flexibility in complex late-cycle environment
With inflation still elevated, the Fed seeks to buy time to assess the impact of policy tightening.
Henderson Smaller Companies Trust – finding gems in the UK market
While economic uncertainty and jittery markets make for a challenging investment environment, for the discerning investor, they also create fantastic opportunities. Amid the turmoil, there are hidden gems, companies that are not only surviving but have become undervalued and are thriving. In such a market, stock picking is more important than ever.
Equities outlook: Prioritizing quality in a slowing economy
While tighter financial conditions will inevitably weigh on earnings, we believe a worst-case scenario for equities and the economy will be avoided.
Fixed income outlook: Step back and mind the gap
How rail announcements offer insights into fixed income markets.
Alternatives outlook: Seeking catalysts for change
How much of a role can a liquid alternatives strategy play in a world of heightened geopolitical uncertainty, inflationary pressures, and dramatic changes in monetary policy?
A drought that could affect plan menus and parch participants
Adapting plan menu due diligence based on the end of 2% inflation, 2% interest rates, and 2% growth.
Portfolio pivot? Balancing defense and offense
An economic downturn presents challenges for markets but could the risks already be priced in? Our Market GPS mid-year outlook PDF explores portfolio positioning considerations.