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.
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.
Hamish Chamberlayne, Head of SRI, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.
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.
Janus Henderson’s Global Technology team is actively engaged with its existing holdings on a range of Environmental Social and Governance (ESG) criteria in order to promote sustainable growth.
John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.