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Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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Essentials: the Global Technology Strategy
Investment Viewpoints

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. Glossary:

Essentials: the Janus Henderson Global Property Equities Strategy

Essentials: the Janus Henderson Global Property Equities Strategy

Guy Barnard, Co-Head of Global Property Equities, provides an introduction to the Global Property Equities Strategy. The high conviction, actively-managed strategy invests in listed property stocks and real estate investment trusts (REITs), and aims to deliver attractive total returns to investors over the long term.

Essentials: The Asian Growth Strategy in three minutes

In this ‘Essentials’ video, Andrew Gillan provides an overview of the Asian Growth Strategy that he manages with Associate Investment Manager, Mervyn Koh. The strategy seeks long-term capital appreciation by investing at least two thirds of available total assets in a variety of sectors across Asia excluding Japan equity markets.

Essentials: Overview of the Janus Henderson Horizon China Fund
Investment Viewpoints

Essentials: Overview of the Janus Henderson Horizon China Fund

In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson Horizon China Fund.

Topics covered include:

• Fund objective and investment approach
• Why invest in Chinese stocks?
• How does the fund use shorts to generate additional returns?
• Why invest in the fund?

Essentials: the Pan European Equity strategy in three minutes
Investment Viewpoints

Essentials: the Pan European Equity strategy in three minutes

In this ‘Essentials’ video, European equities manager Tim Stevenson provides a summary of the Henderson Horizon Pan European Equity strategy. He explains what differentiates the fund and explains where the opportunities currently lie within European equities.

Investment Viewpoints

Essentials: the Emerging Market Corporate Bond strategy in three minutes

In this ‘Essentials’ video, Steve Drew, Head of Emerging Market Credit, provides an overview of the Henderson Horizon Emerging Market Corporate Bond Fund – why it was launched and what makes it different from peers. Steve further shares his views on where he sees current opportunities and the reasons behind the recent inflows into the asset class.

Essentials: The Asian Dividend Income Strategy in three minutes
Investment Viewpoints

Essentials: The Asian Dividend Income Strategy in three minutes

In this ‘Essentials’ video, Sat Duhra provides an overview of the Henderson Asian Dividend Income Strategy that he co-manages with Michael Kerley. The strategy is designed to capture the strong income and dividend growth potential of Asian equities.

Essentials: European value strategy in three minutes

​In this ‘Essentials’ video, Nick Sheridan outlines his value-focused European equities strategy, designed to identify larger European companies listed in, or operating in, core European markets. His differentiated process focuses on businesses with stable margins and high barriers to entry, and which he believes have been fundamentally mis-priced by the market. Nick covers:
• Value investing – the power of compounding
• Core Europe – uncovering opportunities in the region
• Quality stocks on a discount to book price
• Value in prospective growth

Essentials: the Global Equity Income Strategy in three minutes

Essentials: the Global Equity Income Strategy in three minutes

In this ‘Essentials’ video, Andrew Jones provides an overview of the Global Equity Income Strategy that he co-manages with Ben Lofthouse. The strategy is designed to offer a blend of capital and income growth from dividend-paying companies over the long term, and may be suitable for investors looking for a diversified portfolio spread across countries

Essentials: the European equities strategy in three minutes (long/short)

Essentials: the European equities strategy in three minutes (long/short)

In this ‘Essentials’ video, John Bennett, Head of European Equities, provides an overview of his long / short European equities strategy. His style-agnostic approach focusses on cash-flow and valuation, and aims to generate a positive absolute return over the long term, whatever the market backdrop.

Essentials: the European equities strategy in three minutes

Essentials: the European equities strategy in three minutes

In this ‘Essentials’ video, John Bennett, Head of European Equities, provides an overview of his European equities strategy. His style-agnostic approach focusses on cash-flow and valuation, and aims to outperform over a market cycle.

Investment Viewpoints

Essentials: the Credit Alpha strategy in three minutes

In this ‘Essentials’ video, portfolio manager Tom Ross provides an overview of the Henderson Credit Alpha strategy. Tom explains the long/short credit strategy, which aims to generate a positive absolute return over a 12-month period and provide investors with access to the team’s proven skills in credit selection without exposure to interest rate or currency risk.