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Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

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Quarterly insight from our diversified alternatives team to help clients navigate the markets and opportunities ahead.

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Brexit day: shift gets real

Brexit day: shift gets real

As the UK’s membership of the EU officially ends, Paul O’Connor, Head of the UK Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process, and considers what that might mean for investors.

Breaking down plastic pollution

Breaking down plastic pollution

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

Powerplay: geopolitical manoeuvres and their corporate impact

Powerplay: geopolitical manoeuvres and their corporate impact

​Geopolitical risk continues to be top of mind for investors, particularly the shifting global balance of power from west to east as showcased by the escalating trade friction between China and the US. Charlie Awdry, China equities portfolio manager and Richard Clode, Global Technology portfolio manager, provide candid views on this evolving issue and its significance on how they invest.

Breaking down plastic pollution: Part II

Breaking down plastic pollution: Part II

Hamish Chamberlayne, Head of SRI, follows up on the impact of a slew of new legislation that aims to reduce the irresponsible use of plastic and the opportunities for ‘early responders’ to new consumer demand to cut waste.

Breaking down plastic pollution

Breaking down plastic pollution

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

Digital Natives Come of Age
Mega Trends Technology

Digital Natives Come of Age

In this video, Richard Clode, Global Technology Portfolio Manager, talking at the Janus Henderson 2019 UK Investment Conference, describes how a convergence of technical trends and a digital generation ready to embrace change is likely to shape the future of companies.

Keep Up! Technological disruption is accelerating
Mega Trends

Keep Up! Technological disruption is accelerating

Converging trends are creating the perfect storm for further disruption in the technology sector. Richard Clode, Global Technology Portfolio Manager, comments on the opportunities that may lie ahead and how to avoid the potential pitfalls that the associated hype may bring.

‘The only thing that is constant is change’
Mega Trends

‘The only thing that is constant is change’

​Disruption is a constant process and any successful investment strategy must take this into account. Andrew Gillan, Head of Asia ex-Japan Equities at Janus Henderson Investors, discusses the opportunities that disruption can offer in the Asia region.

China: the next wave of tech disruptors
Mega Trends

China: the next wave of tech disruptors

Chinese companies continue to disrupt the technology market. In this video, Richard Clode, Portfolio Manager in the Janus Henderson Global Technology team, discusses his recent trip to China where he met the next wave of disruptors in the sector.

The Chinese disruption paradox
Mega Trends

The Chinese disruption paradox

Innovative internet companies are highly disruptive and increasingly dominant within the Chinese economy but they are regulated by the Communist Party, which perceives disruption to be a threat to the status quo. In this video update, Charlie Awdry discusses the interesting implications of this dynamic for investing in China.

Generational investing: the world according to generation selfie (part 1)
Mega Trends

Generational investing: the world according to generation selfie (part 1)

Dr Paul Redmond, Director of Student Life at the University of Manchester in the UK, explains the key findings of his work on ‘generational theory’ and the implications in a fast-changing world. In this, the first of a two part series, Dr Redmond explains the motivations and values of Generation Y and how these impact their behaviour as investors and consumers.

ESG KPIs report – Janus Henderson Global Sustainable Equity Fund
Mega Trends

ESG KPIs report – Janus Henderson Global Sustainable Equity Fund

Environmental, social, and governance (ESG) factors can have a material impact on financial returns. This report highlights some of the most material and quantifiable ESG and human rights key performance indicators (KPIs) for the Janus Henderson Global Sustainable Equity Fund.