Alternative assets and strategies promise much but often fail to deliver. While diversification appears the primary rationale for investing, alternatives can also generate attractive returns and income. But they also present investors with many hurdles such as accessibility, liquidity, complexity and enhanced due diligence needs. James will discuss Janus Henderson's approach to navigating these challenges and where some of the most attractive opportunities currently lie.
View PDFJohn Pattullo will discuss how this extreme boom bust cycle is evolving pretty much to textbook plan. He will outline the team's business cycle approach highlighting the long leading indicators they use and the lagging indicators that policymakers are more focused on. He will then highlight the top of cycle asset allocation currently employed in the fund and will discuss which parts of fixed income present the best and worst opportunities going forwards.
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