The booming US stock market … will it last?

by Greg Kolb, CFA

4 months ago

Knowing when and where to act is never easy, when it comes to investing, In this article, Gregory Kolb, Chief Investment Officer at Perkins Investment Management*, looks at the drivers driving the long US bull market, and considers the strategies that investors might use in a world where lower returns are perhaps more likely than in the recent past.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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Low carbon investing - win/win?

by Hamish Chamberlayne, CFA

4 months ago
Low carbon is an important feature of our investment approach: the Janus Henderson Global Sustainable Equity strategy has been low carbon for 28 years. There is a clear moral imperative to transition to a low carbon economy – but does it also make investment sense?
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Can healthcare recover from 'Medicare for the masses'?

by Andy Acker, CFA

5 months ago

​A proposal to expand Medicare and eliminate private insurance in the US pummelled healthcare stocks recently. Andy Acker, Portfolio Manager, and Rich Carney, Research Analyst on the Global Life Sciences Team, explain what it means for investors.

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Yield curve inversion and the mining sector… fear not

by Tal Lomnitzer

5 months ago

US Treasury spreads are at their lowest level in more than a decade and an inverted US yield curve is typically a precursor of a recession. Given the mining sector’s sensitivity to economic growth prospects, this could be seen as a harbinger of underperformance. Tal Lomnitzer, Senior Investment Manager in the Janus Henderson Global Natural Resources Team, explains why they are not concerned.

 
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European equities: sensitive to a cyclical recovery?

by Jamie Ross, CFA

5 months ago

​European equities manager Jamie Ross explains his rationale for focusing on company fundamentals when investing in Europe, and gives some insight into the characteristics he values for his long-term strategy.

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China’s disruptive internet companies

by Richard Clode, CFA

5 months ago
Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses his recent trip to Hong Kong, where he met with a number of Chinese internet companies.
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China’s role on the global stage

by Charlie Awdry, CFA

5 months ago
Charlie Awdry, China equities portfolio manager, discusses how disruption is playing out in China and the potential disruptive impact of China on global markets going forward. 
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Global stocks rebound: what's next?

by 

6 months ago
​​March 2019 edition of Global Sector Views, featuring an equity market overview from Carmel Wellso, along with updates for each of the six Research sectors.
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Global Technology: look beyond the volatility

by Richard Clode, CFA

6 months ago
In this video, Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses how the recent volatility in global equity markets should refocus investor attention on the importance of looking at the fundamentals of a business. In a recent trip to California, he met with technology companies that continue to benefit from long-term secular growth themes in the sector including cloud adoption, 5G and artificial intelligence (AI).
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European equities: a growing watch list of opportunities

by Jamie Ross, CFA

6 months ago
In this video update, European equities manager James Ross outlines his ‘balanced, slightly bullish’ views on the European market. While investors’ attention has been caught up by political theatrics, escalating trade tensions and signs of slowing growth across the globe, James continues to focus on good quality businesses that he believes can consistently deliver a high return on capital over time.
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China: winning the weighting game

by Charlie Awdry, CFA

6 months ago

​Charlie Awdry, China equities portfolio manager, discusses the implications of China A shares’ increased weighting in MSCI equity indices, and how this should lead to further foreign participation in China’s equity markets going forward.

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Solid earnings growth tempers recessionary fears

​George Maris, Co-Head of Equities, and Nick Maroutsos, Co-Head of Global Bonds, explain how hand wringing over the US yield curve may conceal positive signals from the corporate sector.

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Asian equities: turnaround drivers

by Andrew Gillan

6 months ago

​​Andrew Gillan, Head of Asia ex-Japan Equities at Janus Henderson Investors, discusses the reasons behind the recent rally in Asia ex-Japan equity markets and the opportunities the region may hold for the long-term investor.

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Go with the flow in life, not when investing

by Greg Kolb, CFA

7 months ago

What works in one sphere of life may not in another, and so it is with investing. In this article, Gregory Kolb, Chief Investment Officer at Perkins Investment Management*, considers the importance of taking an independent view, based on data, rather than following the prevailing market view. He also argues the potential benefits of a balanced portfolio at times of higher market uncertainty.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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Biotech: focusing on fundamentals

​Portfolio managers, Andy Acker and Dan Lyons, and research analyst, John Scotti, explain why fundamentals matter when investing in biotech’s innovation boom. 

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Breaking down plastic pollution

by Hamish Chamberlayne, CFA

7 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

7 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

7 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

8 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

8 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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