Janus Henderson
Equity, fixed income and multi-asset insights from Janus Henderson.
United Kingdom5 articlesLast published 17 Apr 2026
Multi-AssetEquitiesFixed Income
Research
Janus Henderson x Berkeley Insight Collective: Evaluating corporate transition plans – from theory to engagement - Janus Henderson Investors
Janus Henderson, in collaboration with UC Berkeley's Dara O'Rourke, introduces its proprietary Climate Transition Assessment (CTA), a multidimensional framework evaluating corporate climate transition plans across four dimensions: Ambition, Action, Accountability, and Achievements. The piece argues that credible transition plans are financially material, and demonstrates how the CTA enables more precise, data-driven shareholder engagement to identify gaps between stated climate commitments and actual execution.
17 Apr 2026
Janus HendersonEquities
Weathering the storm: Physical climate risk and the future of real estate - Janus Henderson Investors
Janus Henderson's Global Property Equities team examines how physical climate risks—including wildfires, flooding, extreme heat, and water stress—are materially affecting REIT fundamentals through higher insurance costs, increased capex, and reduced asset liquidity. The piece draws on direct company engagement across the US, Europe, and Australia to assess how listed REITs are adapting their resilience strategies and how this informs the team's relative value framework.
2 Apr 2026
Janus HendersonMulti-Asset
Macro drivers: Key trends shaping investing in 2026 - Janus Henderson Investors
Janus Henderson CEO Ali Dibadj outlines the firm's key macro investment themes for 2026, encompassing geopolitical risk and regionalization, AI-driven innovation, and a higher-for-longer cost of capital environment. The piece highlights specific opportunities in fixed income, private credit (particularly asset-backed finance), European equities, biotech, and emerging market debt, while advocating for active management and client-centric portfolio solutions.
15 Jan 2026
Janus HendersonEquities
Why healthcare stocks could excel in 2026 - Janus Henderson Investors
Portfolio managers Andy Acker and Dan Lyons argue that healthcare stocks enter 2026 at historically low relative P/E valuations after a year of policy-driven underperformance, with easing regulatory overhangs, accelerating M&A, and improving fundamentals creating selective opportunities. The outlook highlights four sub-sectors—emerging biotech, diversified pharma, managed care insurers, and medtech/tools—as areas where risk/reward is particularly compelling for long-term investors.
2 Dec 2025
Janus HendersonMulti-Asset
Insights - Janus Henderson Investors - US Investor
Richard Bernstein examines how encouraging geopolitical developments in the Middle East may lift sentiment but are unlikely to alter the broader fundamental investment backdrop. The piece cautions against overweighting near-term geopolitical news at the expense of underlying macroeconomic analysis.
11 Sep 2025