Prioritising Quality in a Slowing Economy
Janus Henderson’s Matt Peron believes investors should maintain exposure to equities, but do so by prioritising quality companies.
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Semiconductors: Tailwinds from tectonic shifts in the AI sands
The increasing use of AI is positive for the semiconductor sector as the need for computing power and capex intensifies, reasons JH’s Richard Clode.
Read MoreWe Must Stop (M)eating Like This
A recent visit to a vegan restaurant leaves JH’s Tal Lomnitzer pleasantly surprised and more hopeful for the future of sustainable nutrition.
Read MoreTime for Tech Luminaries to Act their Age
Denny Fish from JH explains why – while tech growth themes remain intact – as end markets mature, companies will have to balance future investment with profitability.
Read MoreJapan: Sustainability and digitalisation
Aaron Scully from JH reports back after the trip he took to Japan to learn more about the companies that operate there as well as its economic and political climate.
Read MoreTechnology Bringing Autonomous Driving Closer
JH’s Global Technology Leaders Team discuss why, despite signs of progress, a pragmatic approach towards investing in the autonomous driving space is warranted.
Read MoreDefensive Strategies for the Downturn
Paul O’Connor, Head of JH’s Multi-Asset Team, considers the arguments for defensive asset allocation as interest rate hikes work through the financial system.
Read MoreQuébec Setting the Pace for Electrification
Tal Lomnitzer from Janus Henderson Investors explains why Québec has all the right elements to supply the critical and strategic materials for electrification and decarbonisation.
Read MoreExceeding Expectations in the Middle East
Daphne Poon from JH highlights what impressed her most on a recent trip to the Middle East as the region undergoes a significant economic and social transformation.
Read MoreProductivity: The antidote to an inflationary era
Ashwin Alankar from Janus Henderson explains how adopting productivity-enhancing innovations can help corporations defend margins and earnings in an era of higher inflation.
Read MoreBanking Sector Taking Steps in the Right Direction
JH’s John Jordan explains why the recent banking sector upheaval in Europe and the U.S. is likely to result in a market where the stronger, better capitalised banks get even stronger.
Read MoreInvestment Opportunities from Late-Cycle Surprises
Paul O’Connor, Head of JH’s UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.
Read MoreHow Will SVB’s Demise Impact Technology Stocks?
Janus Henderson Portfolio Manager Richard Clode discusses the collapse this week of SVB and unpicks some of the more likely implications for the technology sector.
Read MoreHealthcare: Boosting your defences?
JH’s Portfolio Construction & Strategy team explain why investors should consider a dedicated allocation to healthcare, which has historically captured less downside during sell-offs.
Read MoreInvesting for Today, Not the Good Old Days
George Maris, JH’s Co-Head of Equities – Americas, and Portfolio Manager Julian McManus explain the risk of anchoring investment decisions to the low rates of the past decade.
Read MoreChile: Supplying the metals for decarbonisation
A recent research trip suggests to Janus Henderson Portfolio Manager Tal Lomnitzer that limited supply to meet rising demand should continue to underpin copper and lithium markets.
Read MoreWhat Can We Expect for Commodities in 2023?
Daniel Sullivan from JH shares his views on commodities and the wider resources sector in the year ahead. Despite the threat of recession, he believes there are reasons for optimism.
Read MoreAI ChatGPT – The Next Great Hype Cycle?
Janus Henderson Portfolio Manager Alison Porter discusses the development of new hot-button topic ChatGPT and the implications of its release on the tech sector.
Read MoreResources Ready to Be Recharged
The JH Global Natural Resources Team discusses the outlook for 2023 and beyond and why, despite inflation, the long-term investment case for resources remains strong.
Read MoreThe Forecasters Were Right
As we look ahead to 2023, JH’s Aneet Chachra considers the historical value of forecasts and questions whether investors can use them to help guide investment decisions.
Read MoreHealthcare Stocks Show Signs of Strength
Andy Acker from JH says healthcare’s defensive qualities could help the sector outperform the broader equity market, while biotech could offer pockets of growth.
Read MoreCOP27 – 10 Key Takeaways for Investors
JH’s Adrienn Sarandi highlights 10 takeaways and her thoughts around the key issues that were front of mind for those on the ground at the COP27 climate talks.
Read MoreA New Era for Sustainability in the US
Hamish Chamberlayne and Aaron Scully from JH’s Global Sustainable Equity Team explain what the Inflation Reduction Act means for sustainability in the US.
Read MoreGlobal Tech: Better positioned than you think?
Denny Fish from JH explains how volatile markets and lower valuations may present attractive entry points in companies capable of compounding earnings growth.
Read MoreWhen Diversification Doesn’t Work, What Do You Do?
David Elms from Janus Henderson considers the options that alternatives offer when more traditional diversification strategies end up looking the same.
Read MoreSunrise on Green Steel
Janus Henderson Portfolio Manager Tal Lomnitzer shares his excitement at having seen how green steel is produced on a recent trip to the HYBRIT project in Lulea, Sweden.
Read MoreInnovation a Catalyst for Growth in Emerging Markets
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the trajectory of emerging markets on more stable footing.
Read MoreHealth Care Strikes a Balance
Andy Acker from Janus Henderson says the health care sector could now be well positioned to offer both defense against market volatility and opportunities for long-term growth.
Read MoreGPUs are Driving the Future of Computing
Hamish Chamberlayne and Richard Clode from Janus Henderson discuss how the tiny graphics chip is playing a huge role within the global digital transformation.
Read MoreIs the Answer to CO2 Emissions Beneath Our Feet?
To meet the world’s net zero targets, new technologies will be needed to rapidly reduce emissions – carbon capture, utilisation and storage is one solution gaining significant traction.
Read MoreCaution Does Not Mean ‘Run’
While JH’s Matt Peron believes the economy is likely to slow in the face of higher rates, investors’ can prudently stay invested due to solid corporate performance and lower valuations.
Read MoreGlobal Tech Sector Navigates a Year of Transition
Denny Fish from JH explains why this year’s challenges to the tech sector are partly owed to the “math” of equity valuation and the aftereffects of earlier successes in certain sub-industries.
Read MoreAltered Backdrop Forces Investors to Adjust
The dynamics that drove equity markets over the last decade are changing. Janus Henderson’s Nick Schommer discusses how investors should view this new investment environment.
Read MoreBond Markets: A historically significant week
Jay Sivapalan discusses what just happened in bond markets and how the Janus Henderson Australian Fixed Interest team are positioning portfolios in the current environment.
Read MoreDeforestation: Seeing the wood for the trees
Janus Henderson looks at how the rate of global deforestation is unprecedented, and the consequent impacts pose a multitude of threats that investors will need to evaluate.
Read MoreThe Surprising Case for Natural Resources
Tal Lomnitzer from JH discusses the strong demand for resources fuelled by evolving global energy needs as well as the diversification merits of a long-term allocation to the asset class.
Read MoreHow the Airport Sector Weathered the Pandemic Storm
Janus Henderson’s Jay Sivapalan and Dinesh Kuhadas look at the airport sector’s experience through the pandemic and how engagement helps identify opportunities in turbulent markets.
Read MoreBond Markets and House Prices: Something’s gotta give
Janus Henderson’s Jay Sivapalan and Dinesh Kuhadas discuss how realistic the market’s cash rate expectations are given the potential for harm to the economy and financial stability.
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