Sustainable & Responsible Investment news update Q3 2018
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

1 year 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

1 year 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

1 year 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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Longer life

​With global life expectancy continuing to rise, five leading thinkers at Janus Henderson explain where they see the risks and opportunities associated with this important future trend.

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What would lower drug costs in the US mean for healthcare?

​The cost of drugs in the US has been a hotly debated topic since the 2016 presidential campaign. In this article, the Global Life Sciences Team discuss how the debate on drug pricing has impacted the healthcare sector.

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Global equities: rising demand, capacity constraints create opportunity for industrials

by George P. Maris, CFA

1 year ago
George Maris, Co-Global Head of Equities – Americas and Portfolio Manager, says suppliers of commodity goods are in a position to exert pricing power after stripping out capacity and excess costs in the decade since the Great Financial Crisis.
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Active management key to driving returns in Asia

by Andrew Gillan

1 year ago

​In this interview with Citywire Asia, Andrew Gillan, Head of Asia ex-Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the reasons for his positive view on the region as well as favoured countries and sectors.

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Global Life Sciences: our approach to seeking innovators in cancer therapy

by Andy Acker, CFA

1 year ago
Follow Global Life Sciences Portfolio Manager Andy Acker and Research Analyst Dan Lyons as they visit biotechnology companies pursuing innovative platforms in which to provide new therapies for major diseases such as cancer.
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Value perspective: what do investors get when they buy Europe?

by Nick Sheridan

1 year ago
In this video update, European equities manager Nick Sheridan gives his thoughts on what investors should be looking at when considering an investment in European equities, and why he believes that higher volatility provides an opportunity for value-focused investors.
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Is higher volatility a boost for quality growth in Europe?
Tim Stevenson and James Ross, Co-Managers of the Janus Henderson Horizon Pan European Equity Fund, look at the impact of cyclicality on quality growth strategies, assessing some recent economic indicators, and turn their thoughts to what higher market volatility might mean for exchange-traded funds (ETFs).
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