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.

More
Global SRI: spotlight shines on sustainability

​Hamish Chamberlayne, Portfolio Manager for Janus Henderson’s Global Sustainable Equity Strategy, discusses 2018’s news flow and the long-term trends that are shaping his investing.

More
Italy: not another Greece?

by Tim Stevenson

1 year ago

​European equities manager Tim Stevenson gives his thoughts on Italy’s fast-moving political crisis, which has hit financial markets, as the populist Five Star Movement and League parties progress their efforts to form a coalition government.

More
The outlook for drug pricing in the US

by Ethan Lovell

1 year ago
President Trump recently gave a speech outlining his plans to lower drug prices and improve access to prescription drugs to American citizens in the US. In this video Ethan Lovell, co-manager of the Janus Henderson Global Life Sciences Strategy, discusses the possible short- and long-term impacts of Trump’s proposals.
More
How to navigate tech volatility? Keep a sharp eye on the horizon

by Denny Fish

1 year ago

Denny Fish, portfolio manager on the US-based Global Technology team, discusses why it may be beneficial to focus on the long-term themes that have a strong chance of driving tech sector performance for years to come.

More
Perkins outlook: Staying levelheaded in a heady market

by Greg Kolb, CFA

1 year ago

​Gregory Kolb, Chief Investment Officer and portfolio manager for Perkins Investment Management*, considers the words of US President Dwight Eisenhower as the US economy approaches its ninth consecutive year of expansion. Is prudence the key for investors to tread the fine line between risk and reward at this point in the cycle?

*Perkins Investment Management is a subsidiary of Janus Henderson.

More
Perkins: The case for US small- and mid-cap value stocks

by Justin Tugman, CFA

1 year ago

​A near-decade long market rally has taken valuations for US equities to very lofty levels. So where does this leave investors? Here, Justin Tugman and Kevin Preloger, portfolio managers at Perkins Investment Management, give their thoughts on the growth vs value story, and outline why they believe that US small- and mid-caps present a better opportunity than their larger counterparts.

More
Longer life

​With global life expectancy continuing to rise, five leading thinkers at Janus Henderson explain where they see the risks and opportunities associated with this important future trend.

More
What would lower drug costs in the US mean for healthcare?

​The cost of drugs in the US has been a hotly debated topic since the 2016 presidential campaign. In this article, the Global Life Sciences Team discuss how the debate on drug pricing has impacted the healthcare sector.

More
Intech: Market stress signals persist

by Adrian Banner, Ph.D.

1 year ago
Intech’s latest report suggests that risk for a dislocation in equity markets remains elevated, with European equity markets exhibiting the strongest stress signals while emerging markets show less signs of strain. These stress indicators suggest a continued potential for downside risk.
More
Global equities: rising demand, capacity constraints create opportunity for industrials

by George P. Maris, CFA

1 year ago
George Maris, Co-Global Head of Equities – Americas and Portfolio Manager, says suppliers of commodity goods are in a position to exert pricing power after stripping out capacity and excess costs in the decade since the Great Financial Crisis.
More
Active management key to driving returns in Asia

by Andrew Gillan

1 year ago

​In this interview with Citywire Asia, Andrew Gillan, Head of Asia ex-Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the reasons for his positive view on the region as well as favoured countries and sectors.

More
Global Life Sciences: our approach to seeking innovators in cancer therapy

by Andy Acker, CFA

1 year ago
Follow Global Life Sciences Portfolio Manager Andy Acker and Research Analyst Dan Lyons as they visit biotechnology companies pursuing innovative platforms in which to provide new therapies for major diseases such as cancer.
More
Value perspective: what do investors get when they buy Europe?

by Nick Sheridan

1 year ago
In this video update, European equities manager Nick Sheridan gives his thoughts on what investors should be looking at when considering an investment in European equities, and why he believes that higher volatility provides an opportunity for value-focused investors.
More
Is higher volatility a boost for quality growth in Europe?
Tim Stevenson and James Ross, Co-Managers of the Janus Henderson Horizon Pan European Equity Fund, look at the impact of cyclicality on quality growth strategies, assessing some recent economic indicators, and turn their thoughts to what higher market volatility might mean for exchange-traded funds (ETFs).
More
Why value now?: US equities view

by Justin Tugman, CFA

1 year ago

​​Justin Tugman, portfolio manager for Perkins Investment Management*, considers the opportunity for value-focused US strategies during a period of rising interest rates and strengthening economic growth.

*Perkins Investment Management is a subsidiary of Janus Henderson.

More
Tech stocks: solid demand underpins positive outlook

​Recently back from the US West Coast on separate research trips, Global Technology portfolio managers Alison Porter and Graeme Clark met with portfolio companies and prospective investable businesses. Here, they discuss the key takeaways from these trips.

 
More
​What does a rising rate environment mean for European stock pickers?

by Simon Rowe

1 year ago

​European equities manager Simon Rowe gives his views on the potential for higher interests rates and the impact of exchange rate movements in Europe, outlining where he is finding the most interesting opportunities for his mid-cap biased European growth strategy.

More
Intech: harnessing volatility

by Adrian Banner, Ph.D.

1 year ago
In this video, Adrian Banner, CEO and CIO of Intech, talks to Bloomberg TV about his team’s proprietary equity stress monitor. He discusses the metrics used to analyse volatility and why amplified levels can provide a good source of reward for those harnessing it in a disciplined way.
More

Related funds

Important message