‘The only thing that is constant is change’

by Andrew Gillan

8 months ago

​Disruption is a constant process and any successful investment strategy must take this into account. Andrew Gillan, Head of Asia ex-Japan Equities at Janus Henderson Investors, discusses the opportunities that disruption can offer in the Asia region.

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China: the next wave of tech disruptors

by Richard Clode, CFA

8 months ago
Chinese companies continue to disrupt the technology market. In this video, Richard Clode, Portfolio Manager in the Janus Henderson Global Technology team, discusses his recent trip to China where he met the next wave of disruptors in the sector.
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The Chinese disruption paradox

by Charlie Awdry, CFA

8 months ago
Innovative internet companies are highly disruptive and increasingly dominant within the Chinese economy but they are regulated by the Communist Party, which perceives disruption to be a threat to the status quo. In this video update, Charlie Awdry discusses the interesting implications of this dynamic for investing in China.
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The growth manifesto

by Jamie Ross, CFA

8 months ago

​Is information overload getting in the way of making good investment decisions? In this article, James Ross, Co-Manager on the Janus Henderson Horizon Pan European Equity Fund, discusses the value of a clear quality growth strategy seeking to invest in prosperous businesses that are well positioned for the long haul.

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For long-term investors, market volatility can create points of entry

by George P. Maris, CFA

8 months ago
​George Maris, Co-Head of Equities – Americas, discusses the recent sell-off in US equities and what it means for investors.
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Notice of Janus Henderson Horizon Pan European Equity Fund team update

by 

8 months ago

​James Ross is set to become sole manager of the Janus Henderson Horizon Pan European Equity Fund

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Keep Up! Technological disruption is accelerating

by Richard Clode, CFA

9 months ago

​Converging trends are creating the perfect storm for further disruption in the technology sector. Richard Clode, Global Technology Portfolio Manager, comments on the opportunities that may lie ahead and how to avoid the potential pitfalls that the associated hype may bring. 

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Perkins outlook: Beware the true ‘plunge’

by Greg Kolb, CFA

9 months ago

Have markets become too complacent? In this new article, ​Gregory Kolb, Chief Investment Officer and portfolio manager for Perkins Investment Management*, considers the impact of stock market performance on the lexicon of financial markets. He also addresses the relative value of using rolling returns, rather than trailing returns, as a better guide to the experience of investing over time.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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Sustainable & Responsible Investment news update Q3 2018

by Hamish Chamberlayne, CFA

11 months ago
Hamish Chamberlayne, Portfolio Manager within Janus Henderson’s Global Sustainable Equities Team, discusses recent developments affecting the world of Sustainable & Responsible Investment.
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Delivery and healthcare: Amazon continues to invest in long-term opportunities

by Alison Porter

11 months ago

​Alison Porter, Portfolio Manager on the Global Technology Team, discusses Amazon’s latest foray into the delivery and healthcare sectors and its implications for investors.

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Global Life Sciences: long-term tailwinds in focus

by Ethan Lovell

11 months ago
​In this outlook video, Ethan Lovell, Co-Portfolio Manager for the Janus Henderson Global Life Sciences Strategy, explains that scrutiny over drug costs has led to recent volatility in healthcare stocks. The longer-term picture, however, is very encouraging with the sector making dramatic leaps in advanced medicines such as immunotherapy, which provides potentially significant market opportunities.​
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Time to relearn a love for Europe?

by Tim Stevenson

12 months ago

​European equities manager Tim Stevenson makes the case for European equities as a long-term investment, despite the impact of ongoing geopolitical uncertainty on sentiment towards companies based in the region.

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No change: China consumer still going strong

by Charlie Awdry, CFA

1 year ago
In this video, Charlie Awdry, China equities manager, discusses the impact of China A-shares’ inclusion into MSCI equity indices. Having recently returned from a research trip to China, he has observed continued strength in consumer demand and is looking to take advantage of elevated volatility in emerging markets to selectively add to positions.
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Is historic China A-share inclusion encouraging Asia’s decoupling from emerging markets?

by Andrew Gillan

1 year ago

​​Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the implications of the recent inclusion of China A-shares into MSCI equity indices, and how this should provide a long-deserved boost to both China shares and Asian equities as a distinct asset class.
 

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Global technology: look beyond short-term volatility for long-term returns

​Global Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode, discuss the reasons for their positive view on tech stocks and share their outlook for the second half of 2018.

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Italy: not another Greece?

by Tim Stevenson

1 year ago

​European equities manager Tim Stevenson gives his thoughts on Italy’s fast-moving political crisis, which has hit financial markets, as the populist Five Star Movement and League parties progress their efforts to form a coalition government.

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The outlook for drug pricing in the US

by Ethan Lovell

1 year ago
President Trump recently gave a speech outlining his plans to lower drug prices and improve access to prescription drugs to American citizens in the US. In this video Ethan Lovell, co-manager of the Janus Henderson Global Life Sciences Strategy, discusses the possible short- and long-term impacts of Trump’s proposals.
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How to navigate tech volatility? Keep a sharp eye on the horizon

by Denny Fish

1 year ago

Denny Fish, portfolio manager on the US-based Global Technology team, discusses why it may be beneficial to focus on the long-term themes that have a strong chance of driving tech sector performance for years to come.

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Perkins outlook: Staying levelheaded in a heady market

by Greg Kolb, CFA

1 year ago

​Gregory Kolb, Chief Investment Officer and portfolio manager for Perkins Investment Management*, considers the words of US President Dwight Eisenhower as the US economy approaches its ninth consecutive year of expansion. Is prudence the key for investors to tread the fine line between risk and reward at this point in the cycle?

*Perkins Investment Management is a subsidiary of Janus Henderson.

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Perkins: The case for US small- and mid-cap value stocks

by Justin Tugman, CFA

1 year ago

​A near-decade long market rally has taken valuations for US equities to very lofty levels. So where does this leave investors? Here, Justin Tugman and Kevin Preloger, portfolio managers at Perkins Investment Management, give their thoughts on the growth vs value story, and outline why they believe that US small- and mid-caps present a better opportunity than their larger counterparts.

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