Asset class: Equities

Breaking down plastic pollution

by Hamish Chamberlayne, CFA

4 months ago

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

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Charlie Awdry: notes from the road

by Charlie Awdry, CFA

4 months ago

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.

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Evolution of the China opportunity set

by Charlie Awdry, CFA

4 months ago
In this video, Charlie Awdry, China equities portfolio manager, talking at the Janus Henderson 2019 UK Investment Conference, discusses the rapidly evolving Chinese consumer and the depth of opportunity the market affords to investors.  
 
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Digital Natives Come of Age

by Richard Clode, CFA

5 months ago
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.
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US Equities: innovation and competitive advantages

by Doug Rao

5 months ago
In this video update, Doug Rao, US equities portfolio manager, discusses the factors that he believes will shape the macro environment in 2019 and provides insight into the sustainable competitive advantages that he looks for in a company.
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Equities: Understanding market volatility, part 1

by George P. Maris, CFA

5 months ago
In the first of two videos, George Maris, Co-Head of Equities - Americas, discusses the fundamental reasons for the return of market volatility and the potential opportunities created for bottom-up investors.
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Don’t buy the dip, buy bargains

by Greg Kolb, CFA

6 months ago

A ‘buy the dip’ strategy has worked well for many investors over the past decade, but are investors too trusting of market forecasts? In this article, Gregory Kolb, Chief Investment Officer at Perkins Investment Management*, considers whether investors should take the risk of trying to time a change in market direction.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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European video outlook: investor positioning will matter in 2019

by John Bennett

6 months ago
Is it a good time to look at Europe for bargains? In this video, John Bennett, Director of European Equities at Janus Henderson, considers the case for active management in Europe in 2019. He also discusses why he thinks investors should remember the importance of ‘quaint’, old-fashioned metrics like valuation, cash flow and balance sheets.
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Is Europe an undervalued prospect for long-term growth?

by Jamie Ross, CFA, Tim Stevenson

6 months ago

​Tim Stevenson and James Ross, Co-Managers on the Janus Henderson Horizon Pan European Equity Fund, reflect on the prospects for European equities in 2019, at a time of political uncertainty and slowing economic growth. Tim addresses his upcoming retirement, while James looks at the fund’s strategic positioning, in the search for high-quality/high-return businesses capable of generating higher returns in future.

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Quick view: China/US trade war truce

by Charlie Awdry, CFA

6 months ago

​After talks at the G20 summit in Argentina last weekend brought a temporary truce in the China/US trade wars, Charlie Awdry, China equities portfolio manager, provides an update.

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Is Europe playing tortoise to the hare?

by John Bennett

7 months ago
European equities manager John Bennett gives his thoughts on a potential change in market leadership, following a lengthy period of outperformance for smaller and mid-sized growth stocks. He also considers the prospects for better performance from good quality European names that have been unfairly hit by negative market sentiment.
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Chinese equities: could 2019 see a much needed shake-out?

by Charlie Awdry, CFA

7 months ago
Chinese equity markets will be anything but dull in 2019, says Charlie Awdry, China equities portfolio manager, with plenty of opportunities for the active investor.
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UK Absolute Return: using the long-short toolkit to take advantage of risk in 2019

by Ben Wallace, Luke Newman

7 months ago
Luke Newman, Portfolio Manager on the UK Absolute Return Team, explains how a long-short toolkit may provide the flexibility to take advantage of opportunities and risk in 2019
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Technology: disruption at a deeper level in 2019?
US/China trade friction is symptomatic of a deeper confrontation that has technology at its core, say Richard Clode, Alison Porter and Graeme Clark, Global Technology Portfolio Managers. The pathway to a denouement and the direction of the yield curve should shape global technology equity markets in 2019.
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Europe: are we seeing a reversal in the drivers of equity markets?

by Nick Sheridan

7 months ago
With economic growth expectations plateauing and global liquidity drying up, are we at a turning point for global markets, in terms of the leadership of US equities and the dominance of growth? Here, European equities manager Nick Sheridan considers the prospects for European equities in 2019.
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Innovation in healthcare: at a sector sweet spot?

by Andy Acker, CFA, Ethan Lovell

7 months ago

​The healthcare sector is experiencing a rapid pace of innovation, a trend that Andy Acker, Portfolio Manager in the Global Life Sciences Team, says is likely to continue in 2019 to the potential benefit of investors.

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Asian equities: China remains a double-edged sword

by Andrew Gillan

7 months ago
Andrew Gillan, Head of Asia ex Japan Equities, expects China to remain central to the key opportunities and risks for Asian equity markets in 2019.
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Are we at a turning point in sentiment towards Europe?

by Ollie Beckett

7 months ago
Europe remains a relatively unpopular region for global investors, despite some positive indicators. But are parts of the market now fundamentally undervalued? In this forward-looking perspective, European equities manager Ollie Beckett considers the prospects for better performance from European smaller caps in 2019.
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US equities: staying focused on secular growth

by Doug Rao

7 months ago
As interest rates and inflation pressures climb, Portfolio Manager, Doug Rao, says it is becoming all the more important to focus on companies with secular tailwinds, pricing power and competitive advantages.
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Technology sector and benchmark changes – what does it mean for investors?
With MSCI reclassifying Technology sector constituents at the end of November, Richard Clode, Alison Porter and Graeme Clark, portfolio managers in the UK-based Janus Henderson Global Technology Team, explain why the new index is not fit for purpose, what the change means for investors and the adjustment being made by the team at a benchmark level.​ 
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