As global stocks diverge, valuation comes into sharp focus

Portfolio managers Greg Kolb and George Maglares discuss the diverging returns of US and non-US equities and how this is shaping investment opportunities.

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‘The only thing that is constant is change’

by Andrew Gillan

8 months ago

​Disruption is a constant process and any successful investment strategy must take this into account. Andrew Gillan, Head of Asia ex-Japan Equities at Janus Henderson Investors, discusses the opportunities that disruption can offer in the Asia region.

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China: the next wave of tech disruptors

by Richard Clode, CFA

8 months ago
Chinese companies continue to disrupt the technology market. In this video, Richard Clode, Portfolio Manager in the Janus Henderson Global Technology team, discusses his recent trip to China where he met the next wave of disruptors in the sector.
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The Chinese disruption paradox

by Charlie Awdry, CFA

8 months ago
Innovative internet companies are highly disruptive and increasingly dominant within the Chinese economy but they are regulated by the Communist Party, which perceives disruption to be a threat to the status quo. In this video update, Charlie Awdry discusses the interesting implications of this dynamic for investing in China.
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The growth manifesto

by Jamie Ross, CFA

8 months ago

​Is information overload getting in the way of making good investment decisions? In this article, James Ross, Co-Manager on the Janus Henderson Horizon Pan European Equity Fund, discusses the value of a clear quality growth strategy seeking to invest in prosperous businesses that are well positioned for the long haul.

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For long-term investors, market volatility can create points of entry

by George P. Maris, CFA

8 months ago
​George Maris, Co-Head of Equities – Americas, discusses the recent sell-off in US equities and what it means for investors.
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Notice of Janus Henderson Horizon Pan European Equity Fund team update

by 

8 months ago

​James Ross is set to become sole manager of the Janus Henderson Horizon Pan European Equity Fund

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Currents of disruption: rise of the drones provides tailwind for component makers

by Denny Fish

9 months ago

​Drones are quickly expanding beyond their traditional strongholds of the hobbyist and the military, with new applications creating a beneficial environment for component suppliers, says Denny Fish, portfolio manager of the US-based Janus Henderson Global Technology strategy.

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Keep Up! Technological disruption is accelerating

by Richard Clode, CFA

9 months ago

​Converging trends are creating the perfect storm for further disruption in the technology sector. Richard Clode, Global Technology Portfolio Manager, comments on the opportunities that may lie ahead and how to avoid the potential pitfalls that the associated hype may bring. 

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China’s pharma boom

by Andy Acker, CFA, Ethan Lovell

9 months ago

​Ethan Lovell, co-portfolio manager of Janus Henderson’s Global Life Sciences Strategy, discusses how China is becoming a fast-growing market for biopharmaceutical companies.

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Perkins outlook: Beware the true ‘plunge’

by Greg Kolb, CFA

9 months ago

Have markets become too complacent? In this new article, ​Gregory Kolb, Chief Investment Officer and portfolio manager for Perkins Investment Management*, considers the impact of stock market performance on the lexicon of financial markets. He also addresses the relative value of using rolling returns, rather than trailing returns, as a better guide to the experience of investing over time.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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Global Sustainable Equity: news and opportunities (Q3 2018 update)

by Hamish Chamberlayne, CFA

11 months ago

​Hamish Chamberlayne, Portfolio Manager for Janus Henderson’s Global Sustainable Equity strategy, discusses recent developments affecting the world of Sustainable & Responsible Investment (SRI), and the strategy’s positioning, performance, and activity.

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Positive impact stocks - Global Sustainable Equity

by Hamish Chamberlayne, CFA

11 months ago

Hamish Chamberlayne, manager of the Janus Henderson Global Sustainable Equity Fund, explains his team's approach to stock selection. This document introduces stocks favoured by the team, with an explanation of the positive environmental and/or social impact that has been identified for each company.

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Delivery and healthcare: Amazon continues to invest in long-term opportunities

by Alison Porter

11 months ago

​Alison Porter, Portfolio Manager on the Global Technology Team, discusses Amazon’s latest foray into the delivery and healthcare sectors and its implications for investors.

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Global Life Sciences: long-term tailwinds in focus

by Ethan Lovell

11 months ago
​In this outlook video, Ethan Lovell, Co-Portfolio Manager for the Janus Henderson Global Life Sciences Strategy, explains that scrutiny over drug costs has led to recent volatility in healthcare stocks. The longer-term picture, however, is very encouraging with the sector making dramatic leaps in advanced medicines such as immunotherapy, which provides potentially significant market opportunities.​
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Time to relearn a love for Europe?

by Tim Stevenson

12 months ago

​European equities manager Tim Stevenson makes the case for European equities as a long-term investment, despite the impact of ongoing geopolitical uncertainty on sentiment towards companies based in the region.

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No change: China consumer still going strong

by Charlie Awdry, CFA

1 year ago
In this video, Charlie Awdry, China equities manager, discusses the impact of China A-shares’ inclusion into MSCI equity indices. Having recently returned from a research trip to China, he has observed continued strength in consumer demand and is looking to take advantage of elevated volatility in emerging markets to selectively add to positions.
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Is historic China A-share inclusion encouraging Asia’s decoupling from emerging markets?

by Andrew Gillan

1 year ago

​​Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the implications of the recent inclusion of China A-shares into MSCI equity indices, and how this should provide a long-deserved boost to both China shares and Asian equities as a distinct asset class.
 

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European equities: is stock dispersion back with a bang?

by John Bennett

1 year ago

​Are we finally seeing a challenge to market leadership in Europe? Here, John Bennett, Head of European Equities, reviews the first six months of the year, addressing some of the factors behind his view that 2018 will be a year for stock selection, rather than significant sector decisions.

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Global technology: look beyond short-term volatility for long-term returns

​Global Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode, discuss the reasons for their positive view on tech stocks and share their outlook for the second half of 2018.

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