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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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What does President Xi's strengthened leadership position mean for investors?

von Charlie Awdry

1 vor x Jahr
In this video, Charlie Awdry, China equities portfolio manager, shares his conclusions from the 19th China Party Congress meeting and discusses the ramifications for investors.
 
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Europas Nischenunternehmen dominieren den Markt

von Simon Rowe

1 vor x Jahr

Der europäische Aktienmanager Simon Rowe erläutert die Vorteile einer Investition in europäische Unternehmen mit globaler Dominanz in scheinbaren Nischenmärkten.

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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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Schwellenländeraktien: Positionierung und Chancen (Update zum 4. Quartal)

von Glen Finegan

1 vor x Jahr

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

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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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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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China’s industrial rebound

von Charlie Awdry, May Ling Wee

1 vor x Jahr

​​In this Q&A, China portfolio managers Charlie Awdry and May Ling Wee, discuss China’s unexpectedly strong economic growth this year, which has been driven by a robust pick up in industrials. They explain why sector reform and rising producer prices could turn this into a more sustainable trend.

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Asian equities: market drivers and misconceptions

von Andrew Gillan

1 vor x Jahr

​Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager for the Asian Growth Strategy along with Mervyn Koh, provides an update on Asian equities and discusses how the strategy is positioned to take advantage of the most attractive investment opportunities available in the region. He also debunks some common misconceptions that investors have of investing in Asia.


 
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EM equities: why invest in family-controlled firms?

von Nicholas Cowley

1 vor x Jahr
In this video update, Nicholas Cowley, Portfolio Manager on the Global Emerging Market Equities team, discusses the team’s approach to investing in family-controlled businesses.
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Japanese equities: snap election opportunity may strengthen Abenomics

von Junichi Inoue

1 vor x Jahr

​Junichi Inoue, Janus Henderson Head of Japanese Equities, provides his team’s views on Prime Minister Shinzo Abe’s recent announcement of a snap election and its potential implications for Japanese investors.

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Power, politics and intrigue in the run up to China’s Party Congress

von Charlie Awdry, May Ling Wee

1 vor x Jahr

​Charlie Awdry and May Ling Wee, China portfolio managers, discuss the significance of the upcoming 19th National Party Congress as well as the progress made in financial reform during President Xi’s first five-year term.

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EM equities: where are the best opportunities?

von Nicholas Cowley

1 vor x Jahr
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

1 vor x Jahr
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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Electric vehicles transition is energising lithium demand

von David Whitten

1 vor x Jahr

​David Whitten, Head of Janus Henderson’s Global Natural Resources Team, provides an overview of the lithium sector, the main driver of its strong demand and the challenges faced by this growing industry.

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Global Technology: investing in innovation

von Richard Clode

1 vor x Jahr
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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John Bennett: Wohin geht die Reise bei europäischen Aktien?

von John Bennett

1 vor x Jahr
In diesem Video nimmt John Bennett, Head of European Equities bei Janus Henderson, die Treiber für die Belebung europäischer Aktien unter die Lupe und äußert sich zu den Aussichten für die künftige Entwicklung des Aktienmarkts in der Region. Außerdem erläutert er, wo seiner Ansicht nach Anlagechancen bestehen, unter anderem im europäischen Bankensektor –  einem Kernthema in seiner Strategie.
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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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Drei Favoriten im globalen Aktienuniversum, die nachhaltiges, langfristiges Wachstum bescheren

von Ian Warmerdam, Steve Weeple

1 vor x Jahr


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Strong earnings suggest Chinese bull market has further to run

von Charlie Awdry, May Ling Wee

1 vor x Jahr

​​In this update, Charlie Awdry and May Ling Wee, China portfolio managers, discuss the reasons behind the continuation of the Chinese bull run this year and why they think it may persist for longer than many expect.   

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