Janus Henderson Blog
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China: Resilient Despite Challenges
China Equities Portfolio Manager May Ling Wee discusses sectors in China that she believes could represent attractive investment opportunities.
Market GPS: What’s in Store for China in 2020?
Portfolio Managers Charlie Awdry and May Ling Wee share their thoughts on the challenges and opportunities investors may face in China next year.
Scarcity of Reliable Growth Demands Greater Focus on Quality in Equities
Jeremiah Buckley discusses how shifts in central bank policy and slowing global growth have altered the equity investing landscape.
Chinese Equities: Investing in Innovation
Charlie Awdry, Portfolio Manager for the Chinese Equities strategy, discusses how innovation is spurring growth and profitability in China.
Don’t Let the Trade Wars Detract from Asia’s Structural Growth Story
Andrew Gillan, Head of Asia ex Japan Equities, explains why investors should focus on Asia’s long-term structural growth story.
Trade Wars, ESG and Demographics in China
A Q&A on how trade friction; environmental, social and governance (ESG) factors; and demographic issues are impacting financial markets in China.
Tariffs Come to Main Street
Consumer Research Analyst Joshua Cummings explains what really spooked markets about the recent escalation of the U.S.-China trade conflict.
Tariffs & Tech: Clarity, Please
Although tech stocks sold off on news of more tariffs, Research Analyst Jon Bathgate says secular tailwinds remain intact for the sector.
Chinese Yuan Depreciates to Critical Level Against the U.S. Dollar
China’s central bank allows the country’s currency to fall sharply: what it means for investors.
G20 Summit: Another Ceasefire, but No Resolution to the U.S.-China Trade War
Why the ceasefire reached between the U.S. and China at the G20 summit in Osaka, Japan, does not necessarily mean an end to the trade war.