In this episode of Research in Action, Ash Alankar, Head of Global Asset Allocation, says the options market shows few signs of stress, with potentially important implications for investment portfolios.

As structural shifts in the economy work to keep upward pressure on inflation, investors may want to consider a more global approach to equity investing, say George Maris, Head of Equities – Americas, and Julian McManus, Portfolio Manager.

The electrification of the global economy hinges on the ability to make batteries more powerful and lower cost. Which companies succeed in reaching those goals could have significant implications for the industry and the broader economy, says Associate Analyst Jacob Thayer.

Public real estate investment trusts (REITs) have limited exposure to the types of commercial real estate most affected by the recent banking crisis. In fact, with low levels of debt and multiple ways to access capital, some public REITs could capitalize on today’s tighter lending environment, says Portfolio Manager Greg Kuhl.

Adam Hetts, Lara Reinhard, and Mario Aguilar from the Portfolio Construction and Strategy (PCS) group cover key themes from the team’s latest Trends and Opportunities outlook and discuss the biggest trends they are seeing in client portfolio consultations.

A wave of innovative therapies is beginning to hit the market, transforming the prospects of the biotech firms behind the science, say Portfolio Manager Andy Acker and Research Analyst Vish Sridharan.

Portfolio Manager and Research Analyst John Jordan says rising interest rates, large capital reserves, and secular tailwinds are helping to bolster the financials sector despite an uncertain economic outlook. 

Steve Cain and David Elms from the Diversified Alternatives team join Adam Hetts, Global Head of Portfolio Construction and Strategy, to discuss liquid alternatives at a time when investors are re-evaluating more traditional portfolio allocation philosophies.

In a special episode of Global Perspectives, Janus Henderson’s asset class experts share their perspectives on the economic outlook and discuss the risks and opportunities facing investors in the year ahead. Global Head of Portfolio Construction and Strategy Adam Hetts moderates the discussion with Jim Cielinski, Global Head of Fixed Income, and Portfolio Managers Jeremiah Buckley and Steve Cain. 

Portfolio Managers Daniel Graña and Matthew Culley discuss the role of innovation as a key force driving growth in emerging markets (EM) over the next decade and explain how ESG investing in EM differs from developed markets.