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 alpha.
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.
The equity 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.
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
Which themes matter most as economies reopen around the globe and green momentum builds.
Exploring the strong recovery potential for travel and leisure industries as COVID restrictions ease.