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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Why value now?: US equities view

by Justin Tugman, CFA

1 year ago

​​Justin Tugman, portfolio manager for Perkins Investment Management*, considers the opportunity for value-focused US strategies during a period of rising interest rates and strengthening economic growth.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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Tech stocks: solid demand underpins positive outlook

​Recently back from the US West Coast on separate research trips, Global Technology portfolio managers Alison Porter and Graeme Clark met with portfolio companies and prospective investable businesses. Here, they discuss the key takeaways from these trips.

 
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​What does a rising rate environment mean for European stock pickers?

by Simon Rowe

1 year ago

​European equities manager Simon Rowe gives his views on the potential for higher interests rates and the impact of exchange rate movements in Europe, outlining where he is finding the most interesting opportunities for his mid-cap biased European growth strategy.

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Intech: harnessing volatility

by Adrian Banner, Ph.D.

1 year ago
In this video, Adrian Banner, CEO and CIO of Intech, talks to Bloomberg TV about his team’s proprietary equity stress monitor. He discusses the metrics used to analyse volatility and why amplified levels can provide a good source of reward for those harnessing it in a disciplined way.
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China tariffs leave investors swirling a day after Fed hikes rates

by George P. Maris, CFA

1 year ago

​Equity markets fell as President Trump announced import tariffs on Chinese goods.  However, George Maris, Co-Head of Equities – Americas, believes that sell-offs of this type may create an opportunity for fundamentally oriented investors to identify attractive assets in a market that is not differentiating based on quality.

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Cloud-based software stocks have a long runway for growth

by Denny Fish

1 year ago

​Denny Fish, Portfolio Manager on the US-based Technology Team, discusses the growth of cloud-based software companies and why they have the potential to rise in value despite what initially appears to be high valuations.

First published on MarketWatch on 26 February 2018. Used with permission.

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Have the performance drivers of European equities shifted?

by Jamie Ross, CFA

1 year ago

​Have early-cycle, more economically sensitive areas of the market had their day? James Ross, European equities manager, outlines some of the factors leading his and fellow co-manager Tim Stevenson’s thoughts on a potential shift in market drivers and the implications for their long-term quality growth strategy.

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Four tech mega themes disrupting everything

by Denny Fish

1 year ago
In this video Denny Fish, Portfolio Manager on the US-based Technology Team, discusses why active investors are well positioned to benefit from the mega themes that are driving long-term innovation in technology. These themes defined by the team are cloud computing, artificial intelligence, the Internet of Things and mobility. 
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Japanese stocks: more favourable fundamentals

by Yunyoung Lee, CFA

1 year ago

​In this article, Yunyoung Lee, manager of the Japanese Smaller Companies Strategy, discusses the reasons for the team’s optimistic view of the asset class. This includes more positive fundamentals, still attractive valuations despite strong market performance, and the potential for stronger earnings growth. He also shares current favoured sectors and ones they are avoiding.

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Intech: expect continued volatility

by Adrian Banner, Ph.D.

1 year ago

Based on Intech’s equity market stress monitor, five major market indexes are sitting on the extreme ends of major risk indicators. When key market indicators diverge significantly from their historical norms, it indicates market stress and the potential for increased volatility. This article explores how Intech offer a unique perspective on risk.

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Tech titans’ results continue to support the ‘technology flywheel’

​Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode, discuss how recent earnings announcements by Apple, Amazon, Alphabet (Google), Facebook and Microsoft highlight the team’s view that the technology sector continues to take share.

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