Asset class: Equities

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 James 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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​​Tech navigates new tax and regulatory regimes

by Denny Fish

1 year ago

Denny Fish, portfolio manager in the Denver-based Global Technology Team, discusses the ramifications of the US tax reforms introduced in early 2018 on the tech sector, and why an active approach to tech investing is warranted.

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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

by 

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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