Global Perspectives

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.

Co-Heads of Global Bonds, Jenna Barnard and John Pattullo discuss how conditions are in place for bonds to deliver potentially strong returns in 2023 as the market registers the collapse in inflation and central banks retreat.

Paul O’Connor, Head of the UK-based Multi-Asset Team, Adam Hetts, Global Head of Portfolio Construction and Strategy, and Matt Peron, Director of Research, share their views on inflation, the current rate-hike cycle, and the implications for investor portfolios in 2023.

Associate Analyst Caroline Escobar joins Director of Research Matt Peron in a discussion about how macro headwinds are weighing on retailers’ valuations. But finding the best value may require a long-term perspective.

The Portfolio Construction and Strategy (PCS) team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.” Global Head of PCS Adam Hetts moderates the conversation with two of the team’s Senior Portfolio Strategists, Lara Reinhard, and Sabrina Geppert.