While the economic reopening should allow recovery to gain momentum through the end of the year, it is not without its own risks – chief among them, concerns about inflation.
We are in the midst of the Fourth Industrial Revolution, and this promises transformational change involving technological and connectivity advances within many industries.
As the economy recovers and value stocks start to rotate back into favor, we believe our portfolios’ valuation-driven approach along with active security selection has the potential to capitalize on to capitalize on today’s market trends.
In recent years, institutional investors have turned to private investments – private equity, private debt and private real estate – in search of higher returns. Simply having the word ‘private’ in front of any investment seems to conjure up higher expected returns among investors. Asset flows confirm this view: all three private asset classes mentioned have witnessed steady asset growth while listed equities and bonds have witnessed steady outflows.
ESG (Environmental, Social and Governance) investing has become a central theme across the investment community, particularly following the events of 2020. 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.
In this episode of our “Global Perspectives” podcast series, Global Sustainable Equity Portfolio Managers Hamish Chamberlayne and Aaron Scully join Adam Hetts to discuss the latest trends in sustainability.
Please join us for an exclusive webcast with investment team members of the Janus Henderson Global Sustainable Equity Fund. You’ll hear firsthand their perspective and outlook for ESG investing.