QUARTERLY INSIGHTS | MARCH 2022

EQUITY PERSPECTIVES

Connecting you to the latest thinking from our equity teams.

MarketGPS2021_Equities_Article_Hero-Image

Themes in Focus

Alex Crooke, Co-Head of Equities – EMEA & Asia Pacific, provides an overview of the drivers of equity markets so far this year and introduces the themes in this quarter’s Perspectives.

  • Janus Henderson has broad expertise across equities globally. Teams develop their own views on markets; Equity Perspectives shares their latest thinking.
  • 2022 has been challenging for markets so far. How will these pressures evolve and what will the impact be on equities through the rest of the year?
  • There are reasons for optimism longer term with many of the current headwinds potentially easing and support to come from economies continuing to reopen following the pandemic.

By Alex Crooke, Co-Head of Equities – EMEA & Asia Pacific

Our Perspectives

Our Equity Capabilities

Janus Henderson provides an active approach to equity investing. The equities platform is shaped by the belief that fundamental research is the foundation for delivering long-term, risk-adjusted returns to help clients achieve their financial goals. Independent thought and unique viewpoints are central to this approach and result in portfolios that are meaningfully different to an index. Each team expresses their individual, high-conviction ideas through processes that have evolved to suit their specific areas of the market and within robust risk control frameworks.

While operating with independence, the equities teams benefit from collaboration and shared research that provide a source of portfolio ideas. The culture encourages intellectual challenge and stimulating debate to test – and ultimately strengthen – investment thinking. The success of ideas is measured by overall client outcomes with the aim to deliver consistent, long-term risk-adjusted excess returns over benchmarks and peers regardless of the investment landscape. This effort is supported by award-winning, proprietary portfolio construction technology and a cultural emphasis on the client promise.

The equity teams, led by Co-Heads of Equities Alex Crooke and George Maris, include 160 investment professionals, responsible for US$244.3bn in assets under management1. The teams include those with a global perspective, those with a regional focus – US, Europe, Asia Pacific and Emerging Markets – and those invested in specialist sectors. A range of growth, value and absolute return styles are employed.

1 Source: Janus Henderson, as at 31 December 2021.

Glossary

Capex (Capital expenditure) - Spending on fixed assets such as buildings, machinery, equipment and vehicles in order to increase the capacity or efficiency of a company.

ESG - Environmental, social and governance are three key criteria used to evaluate a company’s ethical impact and sustainable practices.