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Charlie Awdry: notes from the road | Janus Henderson Investors

Charlie Awdry: notes from the road

February 7, 2019

Charlie Awdry, China equities portfolio manager, gives a first-hand insight into the culture, company dynamics and consumer trends experienced during his recent research trip to China.

Multi-Asset: Market Review and Outlook | Janus Henderson Investors

Multi-Asset: Market Review and Outlook

February 7, 2019

Paul O’Connor, Head of Multi-Asset, discusses the events that have unfolded in the closing half of 2018 and how these are shaping his team’s outlook.

Retail: adapting to change | Janus Henderson Invetors

Retail: adapting to change

February 7, 2019

Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines the structural changes taking place within retail and the impact on physical bricks and mortar stores.

Macro signals — early signs often come from the ground | Janus Henderson Investors

Macro signals — early signs often come from the ground

February 7, 2019

John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.