Taking a balanced approach to investing in cancer therapy

​As immunotherapies are being developed to address some of the most common types of cancers globally, a number of biotechnology companies are focused on delivering targeted therapies for smaller subsets of the disease. Both approaches are worthy of investors’ consideration, say Portfolio Manager Andy Acker and Research Analysts Dan Lyons and Luyi Guo.

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Don’t let the trade wars detract from Asia’s structural growth story

by Andrew Gillan

3 weeks ago

​Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the reasons why investors should be less preoccupied by the machinations of the trade war and instead focus on Asia’s long-term structural growth story, strong fundamentals and the diversification benefits that the region can add to a balanced portfolio.

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Under the microscope: pioneering companies changing lives

by Andy Acker, CFA

1 month ago

​Andy Acker, Portfolio Manager on the Global Life Sciences Team, seeks companies that are pioneering life-changing innovations. Here, he discusses the cutting-edge developments being made in the medical field by some of these companies.

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Let others’ mistakes be your opportunity

by Greg Kolb, CFA

1 month ago
Are investors missing out on an opportunity to invest in well-managed, financially well-capitalised companies at fundamentally cheap prices? Gregory Kolb, Chief Investment Officer at Perkins Investment Management*, underlines the importance of taking a comprehensive view of portfolio positioning at a time of slowing global growth.
 
*Perkins Investment Management is a subsidiary of Janus Henderson. 
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Janus Henderson US Venture Fund to re-open to new investors

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1 month ago

​On 2 September 2019, the Janus Henderson US Venture Fund will re-open to new investors.

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Trade war tension: look past the noise to navigate uncertainty

by George P. Maris, CFA

1 month ago
Markets sold off sharply this week after a sudden escalation in the US-China trade war. George Maris, Co-Head of Equities – Americas, explains why the reaction was so severe and offers insight on how investors can navigate this period of uncertainty.
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For small caps, index multiples obscure risks

​The price-to-earnings (P/E) ratio for the Russell 2000® Growth Index looks reasonable but may obscure certain risks. Portfolio Managers Jonathan Coleman and Scott Stutzman explain why the earnings multiple can be misleading, where some risks are within small-cap investing and where they still see reasonably valued growth opportunities.

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Drug pricing reform shifts continue

by Andy Acker, CFA

2 months ago

Recently, the Trump administration abandoned plans to overhaul drug rebates in Medicare while a federal judge ruled against listing prescription drug prices in TV ads. But US drug reform is far from over, with implications for investors, says Portfolio Manager Andy Acker and Health Care Research Analysts Luyi Guo and Rich Carney.

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Powerplay: geopolitical manoeuvres and their corporate impact

​Geopolitical risk continues to be top of mind for investors, particularly the shifting global balance of power from west to east as showcased by the escalating trade friction between China and the US. Charlie Awdry, China equities portfolio manager and Richard Clode, Global Technology portfolio manager, provide candid views on this evolving issue and its significance on how they invest.

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European equities outlook: Does US market resilience bode well for Europe?

by John Bennett

2 months ago
In this video, John Bennett, Director of European Equities at Janus Henderson, looks back at the first half of 2019, and considers his expectations for the performance of European equities for the remainder of the year. He also addresses why, in the ‘growth vs value’ story, he prefers to follow a more ‘blended’ approach to stock selection.
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Novo Nordisk: global leader in diabetes care

by James Ross, CFA

2 months ago

​Jamie Ross, Manager of Janus Henderson Pan European Equity Fund, provides a snapshot of the typical analysis undertaken on every company considered for the portfolio. In this case, he explains the rationale behind the inclusion of the Danish pharmaceutical company Novo Nordisk.

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Investment themes that matter - Market GPS discussion
In this video, Co-Head of Equities Alex Crooke, Global Head of Fixed Income Jim Cielinski and Global Head of Multi-Asset and Alternatives Michael Ho explore the key themes shaping the investment landscape for the second half of 2019. Aligning with the Janus Henderson Mid-Year Market GPS outlooks, the discussion assesses potential impacts and opportunities for investors in the months ahead.
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Global Sector Views: June 2019

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3 months ago

​​Carmel Wellso and the US-based Global Research team share their views on equity markets in the June 2019 edition of Global Sector Views.

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Asia – beyond the trade war

by Andrew Gillan

3 months ago

​Andrew Gillan, Head of Asia Pacific ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses why he believes investors should remain invested in Asia despite the short-term challenges. He also reflects on the five years he has been managing the strategy.

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Quality growth in Europe: the five point checklist

by James Ross, CFA

3 months ago

​What are the characteristics of a company potentially capable of generating reliable growth year after year? Here, Jamie Ross, manager of the Janus Henderson Horizon Pan European Equity Fund, gives insight into the team’s investment process, designed to identify good quality businesses capable of delivering sustainable and high returns over time.

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Keeping perspective: growth and value stocks

by George P. Maris, CFA

3 months ago

​Witnessing the extended run of outperformance by growth stocks over the past decade, investors may be led to believe the present will repeat itself in the future. George Maris, Co-Head of Equities – Americas, urges investors to focus on fundamentals and consider opportunities that exist in both growth and value stocks. 

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Libra: the hype vs the reality

by Alison Porter

3 months ago

​Alison Porter, portfolio manager in the UK-based Global Technology Team, discusses Facebook’s  venture into digital payments via Libra, the significance of this for cryptocurrencies and its implications for investors.

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Mid-year Market GPS

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3 months ago

​As a follow up to our annual Market GPS outlook, here we revisit the themes with the potential to reshape the investment landscape. How have the themes played out so far this year, where do they go from here and what else should be on investors’ radar?

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Is it time for Europe to take a front seat?

by Nick Sheridan

3 months ago

​Investors have continued to favour US equities throughout much of the current long bull market, leaving Europe very much the unloved cousin for global investors. In this article, Portfolio Manager Nick Sheridan considers the value opportunity in European equities as we move further into 2019, against a contrasting backdrop of rising global trade tensions and further measures to stimulate European economies.

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Essentials: Janus Henderson Horizon Pan European Equity strategy

by James Ross, CFA

3 months ago
This  ‘Essentials’ video provides an introduction to the actively managed Pan European Equity strategy run by European specialist Jamie Ross.
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