Equity Income Investing: Key market drivers
Ben Lofthouse, Head of Global Equity Income at Janus Henderson, provides a summary of some of the key market drivers from the first quarter and key themes to watch going forward.
Read More
Global Stocks Provide Clues to Accelerating Inflation
Janus Henderson’s Matt Peron explains that energy aren’t the sole cause of weakness in consumer discretionary stocks and that US households, thus far, are withstanding elevated inflation.
Read MoreHow to Fall in Love with Trend Following
Janus Henderson considers the implications of the ‘gradually then suddenly’ phenomenon, as markets respond to a sudden change in expectations for bond and commodity markets.
Read MoreGlobal Dividends Reached a New Record in 2021
Global dividends made a strong recovery in 2021, more than making up for the cuts in 2020. Janus Henderson’s Jane Shoemake discusses the rebound and why JH has upgraded its 2022 forecast.
Read MoreGlobal Technology: Taking volatility in stride
Janus Henderson’s Denny Fish believes that recent tech sector volatility is a response to higher interest rates rather than a judgment on these companies’ ability to reshape the global economy.
Read MoreAdobe: Inspiring digital creativity and sustainability
Hamish Chamberlayne from Janus Henderson discusses why he considers Adobe a good example of a company that has a positive impact on both society and the environment.
Read MoreThe Investment Multiverse
Cross-asset correlations are changing, but how significant is this for investors? Janus Henderson’s Aneet Chachra considers how investors can potentially adapt their portfolios.
Read MoreFlattening is Not Flattering
The recent flattening of yield curves is incongruous to the beginning of a hiking cycle. Janus Henderson examines the drivers of these dynamics and their expectations for 2022.
Read MoreGlobal Technology Markets Seek Normalcy in 2022
After enduring a string of extraordinary developments over the past few years, 2022 may be a year of normalisation as economic growth broadens and powerful secular themes remain intact.
Read MoreCOP26: Reflections, responsibility and legacy
In the aftermath of COP26, Janus Henderson’s Kelly Hagg provides some perspective on the key developments and what they could entail for the asset management industry.
Read MoreEmerging Markets Now Fertile Ground for Innovation
Janus Henderson’s Matt Culley explains how EM have seized upon the digital revolution to modernise their economies and create innovative business models to address local business needs.
Read MoreWe Can’t Afford a COP-Out 26
Janus Henerson’s Adrienn Sarandi outlines the commitments that she believes need to be made to deem the COP26 a success in the fight against global warming and climate change.
Read MoreHigher Yields: September spike or sustained trend?
The recent sharp sell-off in government bond yields is testing the patience of central banks and bond markets are reacting to the hawkish messages, as Andrew Mulliner from Janus Henderson explains.
Read MoreCommodities – Super Cycle or Just Good Sense?
With multiple structural tailwinds and the risk of inflation making headlines, three portfolio managers at Janus Henderson ask: is it time to reconsider commodities’ use as a valuable portfolio diversifier?
Read MoreChina Tech: Evolving regulations, same compelling themes
Even as they increase regulatory oversight of the tech sector, Chinese authorities still value the role played by private sector companies in digitising the country’s economy, Janus Henderson’s Adam Wolfman explains.
Read MoreGlobal Technology Outlook: Prioritising Company Fundamentals
Janus Henderson’s Denny Fish sees the current tech rally being guided by earnings results and the strong positions of leading tech companies aligned with a number of other themes.
Read MoreA Bond Investor’s Perspective on REITs
Dinesh Kuhadas and Lisa Harrison from Janus Henderson provide a different perspective on REITs, the key themes affecting the sector and how the team view it as an investment opportunity.
Read MoreBiopharma’s Targeted Approach to Growth
Janus Henderson’s Andy Acker and Agustin Mohedas explain how a new drug targeting a common mutation found in tumours could benefit patients and biopharma alike.
Read MoreForecasts Can Fall Short; Humility and Diversity Are Key
Janus Henderson’s Greg Wilensky and Michael Keough discuss the challenges in forecasting interest rates as well as the tools they use to manage risk and generate returns.
Read MoreA Unique Recovery: the Handoffs Commence
Janus Henderson Director of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks.
Read MorePeak Sentiment, Peak Growth, Peak Policy
Paul O’Connor, Head of the Multi Asset Team with Janus Henderson, considers the prospects for markets as the global recovery gathers momentum and economies reopen.
Read MoreWhy Copper Prices Are at All-Time Highs
Tal Lomnitzer, Senior Investment Manager in the Global Natural Resources team at Janus Henderson, explains why copper has been hitting all-time highs and discusses its implications and outlook.
Read MoreSecular Tech Themes Still Intact
Despite the recent rotation toward cyclical stocks, Janus Henderson’s Denny Fish explains why secular-growth companies should remain the main driver of tech earnings over the next several years.
Read MoreShedding Light on Sustainable Fixed Income
Janus Henderson’s Shan Kwee explains the different types of sustainable investments available and the complexities faced in issuing and tracking sustainable investment outcomes.
Read MoreOther Companies Join Tech Earnings Party
With an economic recovery underway, cyclical-growth stocks are positioned to join secular-growth companies in propelling tech sector earnings higher over the midterm, says Janus Henderson’s Denny Fish.
Read MoreThe ABCs of ESG
Paul LaCoursiere, Head of ESG Investments, introduces the three main categories of ESG investment strategies and explores some of the considerations to be aware of.
Read MoreThe Commodities Super Cycle: Is it time to follow the trend?
Should commodity markets continue to move up and central banks realise their objective of higher inflation, a trend-following strategy that takes positions in all asset classes may be worth consideration.
Read MoreGlobal Dividends Cut, but Not As Much As Feared
Despite Australia’s exceptional success in controlling the pandemic, dividend cuts were most severe in the UK, Europe and Australia.
Read MoreResources in 2021: A year of transformation
Daniel Sullivan, Head of Global Natural Resources at Janus Henderson, discusses the key drivers of change in the natural resources sector and what’s ahead for mining, energy and agriculture in 2021 and beyond.
Read MoreMulti-Asset Perspectives: Shift Happens
Paul O’Connor, Head of the UK-based Multi-Asset Team at Janus Henderson Investors, fleshes out his thoughts on the state of multi-asset investing in the current climate.
Read MoreLithium and the Clean Energy Revolution
Darko Kuzmanovic, Portfolio Manager in the Janus Henderson Global Natural Resources team, discusses the impact of the clean energy transition on the outlook for lithium.
Read MoreA Step Closer to a Digital Future
The widespread adoption of digital solutions during 2020’s lockdowns is likely not going away as businesses and households further embrace the technology-based themes reshaping the global economy, says Portfolio Manager Denny Fish.
Read MoreGrowing signs that the worst is over for income investors
Global dividends dropped 11% in Q3; Australian dividends among hardest hit in the world, worst in at least 11 years.
Read MoreAre the major banks immune to COVID?
Dinesh Kuhadas from Janus Henderson highlights how the provisions put in place in the wake of the GFC, along with an unprecedented response from policy makers has built a resilient banking sector in Australia.
Read MoreA potential turning point in the battle against COVID-19
Pfizer and BioNTech have announced preliminary data from a late-stage clinical trial for their COVID-19 vaccine candidate, and the results were better than expected. Matt Peron and Andy Acker from Janus Henderson Investors explain what this means for the fight to end the pandemic and the next leg of the market cycle.
Read MoreTime to celebrate gridlock
While it remains quite possible that this election will take longer to be formally resolved than most others, financial markets will approach this probabilistically, as ever, and won’t wait for every detail to be formally verified
Read MoreJust how bad is this recession?
Following the release of the National Accounts, Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest Team, puts the recession in context and discusses the road ahead.
Read More
