Global Perspectives

On November 5, Janus Henderson Investors hosted a panel discussion exploring the market implications of the 2020 U.S. election. Although the final vote was still unknown at the time, Democrat Joe Biden was projected to take the White House and Republicans were expected to remain in control of the Senate, even as polls prior to the election had suggested that a Democratic sweep, or “blue wave,” was likely. With that backdrop in mind, our panel of investment professionals – Ashwin Alankar, Ph.D., Head of Global Asset Allocation; Jim Cielinski, CFA, Global Head of Fixed Income; and Matt Peron, Director of Research – joined moderator Bruce Koepfgen, Head of North America, to discuss what the result could mean for financial markets and investors.

While there are many approaches to sustainable investing, the key common denominator is profit, people and planet. In this episode of our series, “Global Perspectives,” Global Sustainable Equity Portfolio Managers Hamish Chamberlayne and Aaron Scully join Adam Hetts to help decode sustainable investing.

To kick off our new series, “Global Perspectives,” Global Head of Portfolio Construction and Strategy Adam Hetts is joined by Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income. In a candid conversation, the trio talk about the COVID-19 crisis, global credit, inflation trends, fool’s yield and false summits, among other topics.

Unlike some countries that have “flattened the curve,” the U.S. is experiencing a sharp rise in COVID-19 cases. In this episode, part of a series on the scientific and investment implications of COVID-19, Biotech Analyst Agustin Mohedas explains why the U.S. trajectory has diverged, but also notes that the outbreak’s dynamics are changing, with important implications for the next phase of the pandemic.

In the latest episode of Plan Talk, Retirement Director Ben Rizzuto discusses why it’s important for retirement plan sponsors to listen to plan participants in order to understand their needs – particularly during these challenging times. He suggests plan sponsors can gauge investor sentiment by reviewing participant surveys and record-keeper reports and use that data to create better education programs and resources.

In this latest installment of our series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’s fatality rate and the latest news in vaccine development.

In the latest installment of our series on the scientific and investment implications of COVID-19, Biotech Analyst Agustin Mohedas discusses how efforts to develop treatments and vaccines have accelerated innovation in health care. He also provides insight on the potential impact of certain states reopening their economies and what the timeline to develop an effective vaccine could look like.

In our latest episode, Michael Futterman, Head of Knowledge Labs® Professional Development, interviews Dr. Heidi Hanna, Chief Energy Officer of Synergy Brain Fitness. Dr. Hanna explains why she views stress not as “good” or “bad,” but rather as a form of stimulus that has the potential to fuel positive change. She also shares ideas on how we can control our stress – and even take advantage of it – during this time of uncertainty.

The search for an effective COVID-19 treatment is gaining momentum, with public and private entities partnering to speed the process. In this fourth installment on the scientific and investment implications of COVID-19, Portfolio Manager and Research Analyst Dan Lyons explains the latest drug developments, as well as whether the U.S. can meet aggressive testing goals to reopen the economy.

In the third installment of our series on the scientific and investment implications of COVID-19, Health Care Analyst Rich Carney discusses how the health care system has responded to the crisis, how federal and private funding has factored into that response, and why certain emerging trends in the sector, such as telemedicine, will likely accelerate post-pandemic.

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