Schwellenländeraktien 2018: Chancen und Risiken abwägen

von Glen Finegan

1 vor x Jahr

Für Glen Finegan, Head of Global Emerging Market (EM) Equities, bleibt es 2018 so wichtig wie eh und je, keine Kompromisse bei der Qualität einzugehen, eine langfristige Perspektive einzunehmen und an einer strikten Bewertungsdisziplin festzuhalten.

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Ausblick für globale Immobilienaktien 2018

von Guy Barnard, Tim Gibson

1 vor x Jahr
Guy Barnard, der zusammen mit Tim Gibson das Global Property Equities Team leitet, erläutert den Ausblick seines Teams für 2018. Angesichts der beginnenden Rücknahme quantitativer Lockerungen in vielen Teilen der Welt konzentriert sich das Team bei der Suche nach Anlagechancen auf das obere Ende des Qualitätsspektrums und auf das Aufspüren der Gewinner des weiter wachsenden E-Commerce.
 
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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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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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Die Neuerfindung einer alten Medizin

von Andy Acker, Ethan Lovell

1 vor x Jahr

Andy Acker, Co-Manager der Global Life Sciences Strategie, erläutert, warum Innovation im Gesundheitssektor nicht immer High-Tech sein muss.​

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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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EM equities: where are the best opportunities?

von Nicholas Cowley

2 vor x Jahren
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

2 vor x Jahren
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

2 vor x Jahren
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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Are global equities overvalued?

von Alex Crooke

2 vor x Jahren
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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Essentials: the Janus Henderson Global Property Equities Strategy

von Guy Barnard

2 vor x Jahren
Guy Barnard, Co-Head of Global Property Equities, provides an introduction to the Global Property Equities Strategy. The high conviction, actively-managed strategy invests in listed property stocks and real estate investment trusts (REITs), and aims to deliver attractive total returns to investors over the long term.
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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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UK election: a global equity income perspective

von Ben Lofthouse

2 vor x Jahren

​Ben Lofthouse, Portfolio Manager on the Global Equity Income Team, believes the biggest short-term impact on business will be the effect of currency movements. He explains that sterling weakness will improve the competitiveness of UK exports, and the profits of overseas earners will be revised upwards, while on the negative side input cost increases will affect some industries.

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UK election: result signals Mayday on Brexit talks

von Paul O'Connor

2 vor x Jahren

Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, discusses the UK election result, focusing on what it could mean for Brexit negotiations and the potential investment implications.

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