Dispelling the myths of sustainable investment
In this video presentation, Hamish Chamberlayne, Portfolio Manager within Janus Henderson's Global Sustainable and Responsible Investment Team, dispels the major myths about sustainable investment. He explains how environmental and social megatrends will accelerate the transition to a low carbon economy and discusses some of the investment areas that stand to be disrupted.
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Keeping faith in the Franco-German entente

​European equity managers Tim Stevenson and James Ross summarise their current views on the political backdrop in Europe, with a particular focus on the Franco-German entente, and the lead-up to the Italian election in March 2018.

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Could mean reversion benefit European value?

by John Bennett

1 year ago
John Bennett, Head of European equities at Janus Henderson, gives his views on what investors should be considering in 2018, discussing the implications of the current macro environment on European equities.  
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Quick view: Amazon takes on healthcare

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1 year ago

Rich Carney, Healthcare Services Analyst with the US-based Janus Henderson Healthcare Sector Team, responds to news that Amazon, Berkshire Hathaway, and JPMorgan Chase plan to form an independent healthcare company to lower costs for their employees. Rich is also a member of the investment team for the Janus Henderson Global Life Sciences strategy.

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Europe: where uncertainty masked opportunity

by Simon Rowe

1 year ago

​European equities manager Simon Rowe reviews four years of gains for European equities, focusing on some of the stocks that have caught the eye during that time, and assesses the relative value of Europe versus the US at the start of 2018.

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Essentials: Global Life Sciences Strategy

​​In this Essentials video for the Janus Henderson Global Life Sciences Strategy, meet co-managers Andy Acker and Ethan Lovell. Learn about their approach to investing, and what differentiates their strategy from others in the healthcare peer group.

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Market GPS - Outlook 2018

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1 year ago

In this issue of Market GPS, investment professionals at Janus Henderson share their insight on some of the key questions facing investors, including what might trigger volatility, whether central bank efforts to normalise monetary policy may prove disruptive and who are the likely winners from technological innovation.

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European smaller-caps – still the catch-up trade?

​​Ollie Beckett and Rory Stokes, Co-Managers on Janus Henderson’s European smaller cap strategy, give their views on how European smaller companies performed in 2017, against an improving economic backdrop. They also outline what characteristics they look for when assessing investment potential, and why they believe the asset class has much further to go.

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China’s pollution crackdown: a secular tailwind for the global natural resources sector

by David Whitten

1 year ago

​David Whitten, Head of Janus Henderson’s Global Natural Resources Team, discusses the significance and implications of China’s crackdown on its worst polluters, which is creating attractive opportunities for many global commodity suppliers.

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Europe – a different kind of alpha

by Adrian Banner, Ph.D.

1 year ago
Adrian Banner, Intech’s Chief Executive Officer and Chief Investment Officer, discusses the advantages of an investment approach not based on fundamentals or asset allocation decisions, but mathematics. By embracing an investment philosophy driven by observations, not expectations, he demonstrates how the approach has historically improved the risk-adjusted returns of a strategy blending European equity funds.​​
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Transportation revolution: investing in the evolution of the automotive industry
Richard Clode, Graeme Clark and Alison Porter, portfolio managers in the UK-based Global Technology Team, discuss why transportation revolution is an exciting new investment theme within the team’s portfolios. The team explains how they are investing within this powerful secular growth theme, which is being driven by the convergence of artificial intelligence and the availability of vast amounts of data. 
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The case for Europe: Is earnings growth back?

by Nick Sheridan

1 year ago

​Europe looks to have achieved some level of economic stability after almost a decade of uncertainty, but this has not yet been reflected in the share prices in the region. This article, the last of three, provides some insight into the case for higher earnings in Europe, and what this means for investors.

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Germany coalition talks: where now for Merkel?

by Tim Stevenson

1 year ago

​Tim Stevenson, European equities portfolio manager at Janus Henderson, gives his initial thoughts on the breakdown of Germany’s ‘Jamaica’ coalition talks, outlining why he believes that Merkel will retain her position as Chancellor.

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Can European margin recovery drive equities higher?

​James Ross, co-manager of the Henderson Pan European Equity strategy alongside Tim Stevenson, discusses under-earnings in Europe compared to the US. James also explains in which areas in European markets he sees the strongest potential for margin improvement.

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European equities in 2018: disruptors, enablers and political risk

​Tim Stevenson and James Ross, portfolio managers in the Janus Henderson Pan European Equities Team, provide their views on 2017 and their outlook for 2018. They discuss the benefits of owning ‘disruptors’ in the market, the political risks that still remain a threat and areas that look to be promising for the future.

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Quick view: UK MPC raises Bank rate, links further increase to Brexit agreement

by Simon Ward

1 year ago

​Simon Ward, Chief Economist at Janus Henderson Investors, comments on the decision by the Bank of England’s Monetary Policy Committee (MPC) to raise UK interest rates.

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What does President Xi's strengthened leadership position mean for investors?

by Charlie Awdry, CFA

1 year ago
In this video, Charlie Awdry, China equities portfolio manager, shares his conclusions from the 19th China Party Congress meeting and discusses the ramifications for investors.
 
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The case for Europe: is there value in uncertainty?

by Nick Sheridan

1 year ago

​Europe now looks to have achieved some level of economic stability after almost a decade of uncertainty, but this does not yet seem to have been reflected in the price of shares for companies in the region. This article, the second of three, addresses some of the major questions that investors may have, providing some thoughts about the impact of Brexit on European equities, and the prospects for further improvement in the single-currency area.

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Martin Wolf: big picture questions

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1 year ago
In the surroundings of the Bolsa de Madrid, Martin Wolf, chief economics commentator at the Financial Times, provides his thoughts to Janus Henderson Investors on some of the big picture questions facing the global economy.
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Niche dominance in European markets

by Simon Rowe

1 year ago

​European equities manager Simon Rowe discusses the advantages of investing in European companies with global dominance in what seem like niche markets.

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