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...In a similar way, the one or two hits that a VC company scores in a portfolio of 30 otherwise dud investments can often “return the fund”, as they say....
...But one by Janus Henderson is worth highlighting because it indirectly touches an interesting issue we’ve been thinking about....
...Janus Henderson’s Jane Shoemake, a client portfolio manager, said that banks have been “playing catch-up post regulation and the pandemic,” and that regulated, inflation-linked sectors like utilities “don...
...“In late 2020 and early 2021, many early-stage companies hit valuations that didn’t make any sense,” said Andy Acker, a healthcare portfolio manager at Janus Henderson....
...Jim Cielinski, global head of fixed income at Janus Henderson Investors, nonetheless said it can make sense for certain portfolios to scoop up long-dated bonds, given the sell-off has left the regular interest...
..., portfolio manager at Janus Henderson....
...“Investment trusts used to be a uniquely British success story and a vibrant part of the market,” said James de Bunsen, a portfolio manager at Janus Henderson Investors’ multi-asset team....
...Andy Acker and Daniel Lyons, portfolio managers on Janus Henderson’s healthcare and biotech teams, said the recent pick-up in M&A activity across the sector had been driven in part by US regulators’s approval...
...Janus Henderson on its website offers “thematic equity investing solutions” to capture interest in healthcare, technology and sustainability....
...By combining Carmot’s portfolio [with ours] . . . we are aiming to improve the standard of care and positively impact patients’ lives.”...
...“Historically, every time there’s been a big problem . . . there’s been a big policy bazooka in response,” said Michael Kerley, a portfolio manager at Janus Henderson Investors, referring to a large-scale...
...Janus Henderson, another asset manager, last year closed its UK property fund citing the “ongoing uncertainty faced by daily dealing property funds”....
...“The idea was to bring active management to the mortgage-backed security market, in an ETF wrapper,” said John Kerschner, head of US securitised products at Janus Henderson and portfolio manager for the...
...Mark Donovan, a senior portfolio manager focusing on large-cap US equities at Boston Partners, suggested that the rise in dividend payouts by companies reflected a “growing acceptance” that management have...
...“Markets have taken the Federal Reserve quite negatively,” said James Briggs, a portfolio manager at Janus Henderson Investors....
...“The unsustainability of the fiscal framework is probably the biggest factor in driving this fear of bonds,” says Jim Cielinski, chief investment officer for fixed income at Janus Henderson....
...“Gilts have been a huge outlier this year, it’s been a very sobering experience,” said Jim Cielinski, global head of fixed income at Janus Henderson Investors....
...Deficits are “out of control and the real story is that there’s no mechanism for bringing them under control”, said Jim Cielinski, global head of fixed income at Janus Henderson....
...Meanwhile, Janus Henderson chief executive Ali Dibadj told investors this month that the firm had no plans to convert any mutual funds to ETFs....
...“The decision to pause with inflation still at high levels is going to cause consternation in some corners,” wrote Oliver Blackbourn, multi-asset portfolio manager at investment house Janus Henderson....
...Tom O’Hara, a portfolio manager on the European equities team at Janus Henderson, a top-15 investor in UniCredit, said interventions such as this vindicated their decision to allocate less capital to banks...
...“It would lead to enhanced scrutiny and an awareness that management and the rest of the board are under the microscope,” said Julian McManus, a portfolio manager at Janus Henderson, Entain’s fourth-largest...
...Hargreaves Lansdown last week joined Invesco, Janus Henderson and Vanguard in launching a fund in the past 12 months that is geared towards corporate debt....
...know how we’ve gotten to this point politically, but the idea that buybacks are a bad thing, or simply a way to manipulate your stock, I don’t think could be further from the truth,” said Jim Tierney, a portfolio...
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