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After the Virus: A Binary World
As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward.
UK commercial property: signs of valuation evidence
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, summarises the investment market, highlighting that the easing of lockdown restrictions has enabled some market transactions to progress and provide signs of valuation evidence.
Office isn’t the next retail
The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?
Technology for good: supporting the fight against COVID-19
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.
Oil crisis sparks market consolidation
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for equities and other asset classes, as negative oil prices put the brakes on the recent market recovery.
ESG: technology for good
Alison Porter, portfolio manager in the UK-based Global Technology Team explains the significance of ESG when it comes to investing in tech stocks and how the team proactively engages and manages their portfolios with this in mind.
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Actively managing the UK Property PAIF
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, explains how the investment team are proactively managing the property portfolio despite the fund being suspended for dealing.
How is China slowly emerging from the coronavirus aftermath?
May Ling Wee, China equities portfolio manager, provides evidence that a resumption of economic activity is underfoot in China and discusses the accelerating digitisation of the economy, as well as how both companies and the government are supporting consumers and businesses.
Coronavirus: how sustainable are dividends in Asia?
In this article, Mike Kerley, Asian equity income portfolio manager, shares his views on whether Asian companies will follow the recently announced dividend cuts in the US, UK and Europe. He outlines his reasons for taking a positive view on dividend sustainability in Asia, and summarises portfolio positioning amid the coronavirus uncertainty.
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COVID-19: understanding the science & investment implications (Part 1)
The first of a video series on the scientific and investment implications of the coronavirus pandemic, with Global Life Sciences Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas.
COVID-19: outlook for dividends in 2020
Ben Lofthouse, Head of Global Equity Income, and Jane Shoemake, Investment Director, assess the outlook for global dividends given the wide-reaching implications from the COVID-19 pandemic.
Technology stocks’ financial strength is key to weathering the coronavirus storm
Alison Porter, Graeme Clark and Richard Clode from Janus Henderson’s Global Technology Team explain why the tech sector looks well positioned to brave the coronavirus-induced uncertainty and highlight how as active managers they are maintaining a laser-like focus on companies’ financial strength.