Rechtsform: OGAW

Strategische Festzinsanlagen: Mehrere Stressfaktoren brauen sich zusammen

von John Pattullo

vor 10 monaten
Eine ungute Kombination von Faktoren erzeugt derzeit eine typische spätzyklische Stimmung an den Märkten. In einer für Anleihemanager schwierigen Zeit entwirrt John Pattullo, Co-Head of Strategic Fixed Income, die komplexen Rahmenbedingungen und erläutert seine Einschätzungen.

Dieses Video wurde am 9. Oktober 2018 aufgenommen.

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Schwellenländeraktien: Reisenotizen aus Indien

von Stephen Deane

1 vor x Jahr

Bei seiner Reise durch Indien, Sri Lanka und den Nahen Osten machte das Janus Henderson Global Emerging Market Equities Team kürzlich auch in Mumbai Station. Welche zentralen Erkenntnisse das Team dabei gewonnen hat sowie die Einblicke in Risiken und Chancen erläutert Portfoliomanager Stephen Deane.

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Investing amid the noise of trade wars

von Ben Lofthouse

1 vor x Jahr
Ben Lofthouse, Head of Global Equity Income at Janus Henderson, explains that diversifying among sectors, regions and currencies is crucial in order to weather the storm of trade wars.
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Global Sustainable Equity: news and opportunities (Q3 2018 update)

von Hamish Chamberlayne

1 vor x Jahr

​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

von Hamish Chamberlayne

1 vor x Jahr

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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Schwellenländeraktien: Positionierung und Chancen (Update 3. Quartal 2018)

von Glen Finegan

1 vor x Jahr

Glen Finegan, Leiter Global Emerging Market Equities, gibt Einblick in die neusten Entwicklungen der Global Emerging Market Equities All-Cap Strategie von Janus Henderson. Dabei geht er neben dem Ausblick für die Anlageklasse auch auf die Performance, die Anlageaktivitäten und Positionierung des Portfolios ein.​

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ESG KPIs report - Janus Henderson Global Sustainable Equity Fund

von Hamish Chamberlayne

1 vor x Jahr

Environmental, social, and governance (ESG) factors can have a material impact on financial returns. This report highlights some of the most material and quantifiable ESG and human rights key performance indicators (KPIs) for the Janus Henderson Global Sustainable Equity Fund.

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

von Alison Porter

1 vor x Jahr

​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 Tech: the importance of navigating the hype cycle

von Graeme Clark

1 vor x Jahr
Graeme Clark, portfolio manager in Janus Henderson’s Global Technology Team, discusses the significance of understanding and analysing where a company sits on the hype cycle when investing in tech for the long term, and how this forms an integral part of the team’s investment process.
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Beyond politics: global opportunities in equity income

von Ben Lofthouse

1 vor x Jahr
With political wrangling influencing expectations, Ben Lofthouse, Head of Global Equity Income, discusses its effect on various sectors and investing styles in a short video update. Ben interprets the impacts to dividend-paying stocks and where his team continues to see opportunities.
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Asian equities: short-term wobbles but long-term investment case still sound

von Andrew Gillan, Mervyn Koh

1 vor x Jahr

​Andrew Gillan, Head of Asia ex Japan equities and Co-Manager of the Asian Growth Strategy, shares his expectations for the performance of Asian equities over the remainder of the year.

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EM Equities: on the road in India

von Stephen Deane

1 vor x Jahr
In this video update, Stephen Deane, Portfolio Manager on the Global Emerging Market Equities Team, discusses a recent research trip to India, including the ongoing requirement for investment in infrastructure, the effects of demonetisation and where the team are finding investment opportunities.
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Dynamics driving dividend-paying sectors

von Alex Crooke

1 vor x Jahr
In this video update, Alex Crooke, Co-Head of Equities and portfolio manager on the Global Equity Income Team, reflects on the likely impact of US tax reforms, potential trade wars and his expectations for the remainder of 2018.
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No change: China consumer still going strong

von Charlie Awdry

1 vor x Jahr
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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Global dividends make a strong start to 2018

von Ben Lofthouse

1 vor x Jahr

​​Ben Lofthouse, Head of Global Equity Income, discusses highlights and trends from the latest Janus Henderson Global Dividend Index, a long-term study into global dividend trends.

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Is historic China A-share inclusion encouraging Asia’s decoupling from emerging markets?

von Andrew Gillan

1 vor x Jahr

​​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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China: strong stock selection key to success in 2018

von Charlie Awdry, May Ling Wee

1 vor x Jahr

Charlie Awdry and May Ling Wee, China equity portfolio managers, provide a review of the market thus far in 2018 and discuss what may be in store for investors during the remainder of the year. 

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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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Strategic Fixed Income: Steht in Sachen Inflation ein Paradigmenwechsel bevor? Nein.

von Jenna Barnard, John Pattullo

1 vor x Jahr
In diesem Video erklären die Co-Leiter des Strategic Fixed Income Fonds, John Pattullo und Jenna Barnard, wie sie die Folgen steigender Inflationserwartungen in Industrieländern bewerten und ob sich die höhere Inflation etablieren wird.
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Europäische Aktien: Ist die Aktiendispersion mit einem Schlag zurück?

von John Bennett

1 vor x Jahr

Entbrennt der Kampf um die Marktführerschaft in Europa neu? John Bennett, Leiter European Equities, lässt die ersten sechs Monate des Jahres Revue passieren. Dabei beleuchtet er einige Faktoren, die seine Einschätzung stützen, dass 2018 für die Rendite die richtige Titelauswahl entscheidender sein wird als die Sektorauswahl.

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