The Janus Henderson presentation at the recent FSA Morning Investment Briefing in Manila was on “Global real estate: Keeping it real – selectivity is the key”.
In the video, associate portfolio manager Xin Yan Low explains where she sees new opportunities, what she is avoiding and the biggest risk to the sector.
Driving decarbonisation: how to access new forms of alpha
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How can a sustainable approach also ensure you don’t compromise performance?
Healthcare’s innovation shifts into high gear
Step up your portfolio by doubling down on sectors set for long-term growth
Taking a thematic approach to harness disruption
Tap into Japan’s post-pandemic growth trends
The future of mobility
Federated Hermes SDG Engagement Equity: 2021 H1 Report
Appetite for thematic investments grows amid rates and inflation concerns
Golden mystery, Next big Healthtech thing, Plastic everywhere, The Magnificent Seven wane, Dreary fund presentation hell, Putting The Economist in its place, A touch of Shakespeare and much more.
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