In this video, Laura Foll, UK equities portfolio manager, outlines the initial reaction of markets to the clear Conservative majority in the UK election. She also looks at the two key longer-term implications for investors in the UK equity market.
Hamish Chamberlayne, Head of SRI at Janus Henderson, sees good reason to remain optimistic in 2020 and beyond amid an economy that is nearing the end of its cycle by focusing on companies whose business models benefit the development of a sustainable global economy.
Charlie Awdry, China portfolio manager, provides his views on how China’s rapid technology innovation is creating opportunities to invest in the country’s growing companies and industries.
Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset team, discusses the abrupt escalation in hostilities between the UK Parliament and a bellicose PM.
Im Folgenden beantwortet May Ling Wee, China-Aktienmanagerin, Fragen rund um zentrale Sorgen von Anlegern in China. Sie betreffen unter anderem die Auswirkungen der Handelsspannungen, Umwelt-, Sozial- und Governance-(ESG)-Faktoren sowie demografische Herausforderungen. Zudem erläutert sie, wie daraus Anlagechancen entstehen und welche Sektoren sie bevorzugt.
Am 2. September 2019 wird der Janus Henderson US Venture Fund wieder für neue Anleger geöffnet.
Wir von Janus Henderson sind von den enormen Vorteilen der Weitergabe von Expertenwissen überzeugt, da sie bessere Anlage- und Unternehmensentscheidungen ermöglicht.
Diesen Ethos nennen wir Knowledge. Shared.
Bitte beachten Sie, dass die Performancegebühr für die folgenden Fonds ab dem 1. Juli 2019 entfallen ist.
Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.
Ama Seery, analyst within the global Sustainable and Responsible Investment (SRI) Team headed by Hamish Chamberlayne, examines the explosive demand for cobalt to power new technologies and the many risks associated with its supply.
Paul O’Connor, Head of the UK-based Multi-Asset team, discusses confirmation of Boris Johnson’s appointment as UK Prime Minister and the highly uncertain outlook for Brexit that he, and his divided government must navigate, and the likely market response.
Paul O’Connor, Head of the UK-based Multi-Asset Team, shares his views on the meeting between the US and China at the G20 Summit in Osaka and explains why the ceasefire does not necessarily mean an end to the trade war.
Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses his recent trip to Hong Kong, where he met with a number of Chinese internet companies.
