EM-Aktien: Damit es in der Familie bleibt

von Glen Finegan

1 vor x Jahr

Glen Finegan, Head of Global Emerging Market Equities bei Janus Henderson Investors, glaubt, dass Familienbande eine mächtige Kraft zum Wohle von Unternehmen und Anlegern sein können.​

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How is innovation and disruption impacting income-oriented equities?

von Alex Crooke

1 vor x Jahr
In this video update, Alex Crooke, Head of Global Equity Income, examines the effect that innovation and disruption can have on income-oriented equities.
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What does President Xi's strengthened leadership position mean for investors?

von Charlie Awdry

1 vor x Jahr
In this video, Charlie Awdry, China equities portfolio manager, shares his conclusions from the 19th China Party Congress meeting and discusses the ramifications for investors.
 
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Essentials - Global Equities Strategy
In this 'Essentials' video, Ian Warmerdam, Head of the UK-based Global Equities Team, and Portfolio Managers Ronan Kelleher, Steve Weeple and Gordon Mackay, provide an introduction to the strategy they manage in Edinburgh.
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Positive indicators: what should investors expect from global equities?

von Alex Crooke

1 vor x Jahr

​In this video update, Alex Crooke, Head of Global Equity Income, provides an update on equity markets explaining why the current economic environment is providing a supportive backdrop for businesses and for equity investors.

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Essentials - the Global Emerging Market Equities Strategy
In this 'Essentials' video, Glen Finegan, Head of the UK-based Global Emerging Market Equities Team, and Portfolio Managers Nicholas Cowley and Stephen Deane, provide an introduction to the strategy they manage in Edinburgh.
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China’s industrial rebound

von Charlie Awdry, May Ling Wee

1 vor x Jahr

​​In this Q&A, China portfolio managers Charlie Awdry and May Ling Wee, discuss China’s unexpectedly strong economic growth this year, which has been driven by a robust pick up in industrials. They explain why sector reform and rising producer prices could turn this into a more sustainable trend.

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EM equities: why invest in family-controlled firms?

von Nicholas Cowley

1 vor x Jahr
In this video update, Nicholas Cowley, Portfolio Manager on the Global Emerging Market Equities team, discusses the team’s approach to investing in family-controlled businesses.
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Power, politics and intrigue in the run up to China’s Party Congress

von Charlie Awdry, May Ling Wee

1 vor x Jahr

​Charlie Awdry and May Ling Wee, China portfolio managers, discuss the significance of the upcoming 19th National Party Congress as well as the progress made in financial reform during President Xi’s first five-year term.

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EM equities: where are the best opportunities?

von Nicholas Cowley

1 vor x Jahr
In this video update, Nicholas Cowley, Portfolio Manager on the Global Emerging Market Equities Team, discusses current market valuations and where the team are finding the best opportunities.
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Globale Aktien: Investieren oder meiden?

von Steve Weeple

1 vor x Jahr
In diesem Video erörtert Steve Weeple, Fondsmanager in unserem GB-basierten Team für internationale Aktien, wie er und seine Kollegen das kurzfristige „Hintergrundrauschen“ an den Börsen meiden und den Blick stattdessen auf Unternehmen richten, die als Nutznießer langfristiger Trends das Potenzial für dauerhaftes Wachstum haben.
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Global Technology: investing in innovation

von Richard Clode

1 vor x Jahr
Richard Clode, portfolio manager in the UK-based Janus Henderson Global Technology Team, discusses the concept of innovation, its importance in the team’s investment decisions and where the most attractive opportunities currently are.
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Essentials: the Global Technology Strategy
In this 'Essentials' video, Alison Porter, Richard Clode and Graeme Clark, portfolio managers in the UK-based Janus Henderson Global Technology Team along with Stuart O’Gorman, provide an introduction to the strategy, including team overview, investment approach and objective, key differentiators and why investors should consider an actively-managed approach to investing in global technology stocks.
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​​​Supportive backdrop for further Chinese gains

von Charlie Awdry, May Ling Wee

1 vor x Jahr

​In this update, Charlie Awdry and May Ling Wee, China portfolio managers, discuss the reasons behind the continuation of the rise in Chinese stocks this year and why they think it may persist for longer than many expect.     

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Are global equities overvalued?

von Alex Crooke

1 vor x Jahr
In this video update, Alex Crooke, Head of Global Equity Income, discusses current equity market valuations, provides his outlook for inflation and explains why Japan is becoming an attractive market for equity income investors.
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Finding income from equities

von Ben Lofthouse

2 vor x Jahren

Freelance journalist Heather Farmbrough questions Ben Lofthouse, Portfolio Manager on the Janus Henderson Global Equity Income Team, on his approach to finding the best equity income opportunities.

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Why are banks looking attractive for equity income investors?

von Hamish Robertson

2 vor x Jahren
In this video, Hamish Robertson, analyst for the Global Equity Income Strategy, discusses the team’s current view on banks, where the most attractive opportunities are, and the sector’s importance for equity income investors.
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Video: Latin America investing – the ‘risk’ business

von Nicholas Cowley

2 vor x Jahren
Latin America is a land of rich opportunity with its growing population and vast natural resources, but also a source of frustration, owing to its history of political troubles and hyperinflation. In this video update Nick Cowley, Portfolio Manager on the Emerging Market Equities Team, discusses how he and the team navigate these challenges, and profiles some of the strategy’s key holdings.
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Video: six key characteristics to narrow the global equities universe

von Gordon Mackay

2 vor x Jahren
In this video update, Gordon Mackay, Portfolio Manager on the Edinburgh-based Global Equities team, discusses the six key characteristics the team looks for to narrow the 16,000-strong global equities universe to those companies considered for inclusion in the Global Growth Strategy.

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​​Positive on the Amazon deal: retail disruption accelerates

von Alison Porter

2 vor x Jahren

​Alison Porter, portfolio manager in the Edinburgh-based Global Technology Team, discusses the implications of Amazon’s deal to acquire US supermarket chain Whole Foods, its largest deal ever at $13.7bn.

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