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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.

Breaking down plastic pollution | Janus Henderson Investors

Breaking down plastic pollution

February 7, 2019

Hamish Chamberlayne, Head of SRI, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.

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.

Digital health: sales versus social impact | Janus Henderson Investors

Digital health: sales versus social impact

February 7, 2019

​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.

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.