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.
Portfolio pivot? Balancing defense and offense
Jeff Brooks
Jeffrey R. Brooks is a Senior Wealth Strategist with the Specialist Consulting Group at Janus Henderson Investors.
JH Explorer in Japan: ‘Tokyo Drift’ – the struggling office market
A focus on quality is imperative within weak office markets.
How to be a contrarian investor – James Henderson Copy
James Henderson, Portfolio Manager of Lowland Investment Company and Henderson Opportunities Trust talks about his experiences as a contrarian investor and what that means in today’s market
A version of this article was published earlier by the Financial Times
Sheila Jelinek
CJ Nizich
CJ Nizich is Director, Variable Annuities & Insurance, West division, with the Specialist Consulting Group at Janus Henderson Investors, a position he has held since 2023. In this role, he is responsible for establishing and maintaining relationships with wholesalers and advisors delivering market commentary, fund ideas, and value add content. CJ joined the firm in
How to be a contrarian investor
James Henderson, Portfolio Manager of Lowland Investment Company and Henderson Opportunities Trust talks about his experiences as a contrarian investor and what that means in today’s market
A version of this article was published earlier by the Financial Times
Henderson Far East Income – Sat Duhra, Portfolio Manager
Meet Sat Duhra – Portfolio Manager of Henderson Far East Income.
In this sit-down interview, Sat discusses how being based in Singapore is so crucial to the success of the Company, why investing in Asia offers so many opportunities, and how HFEL are best placed to take advantage of those opportunities.
Bryan Powell
Bryan Powell is a Senior Director, Practice Management with the Specialist Consulting Group at Janus Henderson Investors.
Roberto Langstroth
Roberto Langstroth is a fixed income Investment Specialist at Janus Henderson Investors.