EQUITIES

WHY CHOOSE US

Our equity division is organised as a series of expert teams specialising in different sectors, regions, and styles.

We offer a wide range of equity strategies encompassing different geographic focuses and investment styles. The equity teams include those with a global perspective, those with a regional focus – US, Europe, Asia and Australia – and those invested in specialist sectors. These teams generally apply processes based on fundamental research and bottom-up stock picking.

CAPABILITIES

European Equities

We have a comprehensive and diverse range of offerings in the European equities arena, from small- to all-cap, Pan European, euro-area and Europe ex UK, as well as specialist (long/short) absolute return, designed with the aim of matching differing investors’ needs.

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Global Equities

The Global Equities Team believes investors should avoid trying to predict economic cycles or market sentiment and focus on long-term secular and more predictable trends that offer attractive end markets for companies to grow into.

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Value Equities

Since 1980, Perkins Investment Management (a subsidiary of Janus Henderson Investors) has approached value investing from a unique perspective, conducting rigorous downside analysis on every potential investment prior to determining upside potential.

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Asia Pacific Equities

Janus Henderson has strong capabilities across Asia Pacific equities offering a diverse range of strategies to capture both growth and income opportunities in this exciting region. The portfolio managers of each strategy are able to leverage intelligence from the wealth of experienced and successful investment professionals across our Singapore, London and Denver offices.

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Specialty Equities

Our specialty equities solutions encompass an array of specialist areas; such as technology; life sciences and sustainable and responsible investing strategies. These are designed with the aim of meeting differing investors needs.

LATEST FIXED INCOME INSIGHTS

Chinese equities: investing in innovation

November 13, 2019

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.

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Value and growth in the current market

October 18, 2019

Portfolio Manager Kevin Preloger discusses the implications for value investing in a market receiving mixed signals.

Key takeaways:

After a sustained period of growth stock leadership, the market saw a rotation into value in September, which may be a harbinger of broader leadership change

There may be bargains in the financial, energy and consumer discretionary sectors but there are also specific concerns

Whether there will be a longer-term pendulum swing to value remains to be seen. Regardless, we believe it is important to be selective as some value opportunities appear higher quality than others

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Growth Slowing, but Precipitous Drop Unlikely

September 2, 2019

Although the current economic expansion is aging, leading indicators do not indicate a sharp contraction.

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In-depth feature

Test tubes | Navigating the drug pricing debate | Janus henderson Investors

Navigating the drug pricing debate

August 3, 2018 | Comments Off on Navigating the drug pricing debate

When the Trump administration introduced a ‘blueprint’ to lower drug prices in May, the pharmaceutical industry breathed a sigh of relief. Andy Acker and Ethan Lovell, Portfolio Managers of the Global Life Sciences strategy, discuss.

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