Global Technology: look beyond the volatility

by Richard Clode, CFA

6 months ago
In this video, Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses how the recent volatility in global equity markets should refocus investor attention on the importance of looking at the fundamentals of a business. In a recent trip to California, he met with technology companies that continue to benefit from long-term secular growth themes in the sector including cloud adoption, 5G and artificial intelligence (AI).
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Strategic Fixed Income: early innings of a sovereign bond bull market?

by Jenna Barnard, CFA

6 months ago
Jenna Barnard, Co-Head of Strategic Fixed Income, shares her latest views on the bond markets; remaining bullish on duration and retaining a defensive stance in credit.
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European equities: a growing watch list of opportunities

by James Ross, CFA

6 months ago
In this video update, European equities manager James Ross outlines his ‘balanced, slightly bullish’ views on the European market. While investors’ attention has been caught up by political theatrics, escalating trade tensions and signs of slowing growth across the globe, James continues to focus on good quality businesses that he believes can consistently deliver a high return on capital over time.
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China: winning the weighting game

by Charlie Awdry, CFA

6 months ago

​Charlie Awdry, China equities portfolio manager, discusses the implications of China A shares’ increased weighting in MSCI equity indices, and how this should lead to further foreign participation in China’s equity markets going forward.

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Quick view: Brexit end point remains unclear

by Ben Lofthouse, CFA

6 months ago

Ben Lofthouse, Head of Global Equity Income, assesses last night’s vote on Brexit in the UK by members of Parliament.

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Asian equities: turnaround drivers

by Andrew Gillan

6 months ago

​​Andrew Gillan, Head of Asia ex-Japan Equities at Janus Henderson Investors, discusses the reasons behind the recent rally in Asia ex-Japan equity markets and the opportunities the region may hold for the long-term investor.

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BBB debt — it’s complicated

by Nicholas Ware

6 months ago

​Nicholas Ware, Portfolio Manager within the Strategic Fixed Income team, discusses the unusually rapid growth of the BBB market for bonds and the implications for the high yield market given where we are in the economic cycle.


 
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Perspectives on credit

by Tom Ross, CFA

6 months ago
As economic data disappoints and central banks row back on their tightening rhetoric, Tom Ross, Corporate Credit Portfolio Manager, considers what this means for corporate bond markets.
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Global equities: removing the guesswork amid Brexit uncertainty

by Steve Weeple

7 months ago

​While Brexit remains one of the key political and economic uncertainties for investors in Europe, Steve Weeple, Portfolio Manager on the Edinburgh-based Global Equities Team, believes that company fundamentals are the best thing to focus on for long-term investors.

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Disruptive forces: automotive innovation

​The Janus Henderson Global Technology team discusses the latest technological advances set to disrupt the automotive sector after  visiting the Consumer Electronics Show in Las Vegas.

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Macro signals — early signs often come from the ground

by John Pattullo

7 months ago

John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.

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Charlie Awdry: notes from the road

by Charlie Awdry, CFA

7 months ago

Charlie Awdry, China equities portfolio manager, gives a first-hand insight into the culture, company dynamics and consumer trends experienced during his recent research trip to China.

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Evolution of the China opportunity set

by Charlie Awdry, CFA

7 months ago
In this video, Charlie Awdry, China equities portfolio manager, talking at the Janus Henderson 2019 UK Investment Conference, discusses the rapidly evolving Chinese consumer and the depth of opportunity the market affords to investors.  
 
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REITS – “What have you done for me lately?”

by Guy Barnard, CFA, Tim Gibson

7 months ago

​‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the third article in the series, Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss the recent performance of REITs and the diversification benefits they can provide.

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Digital Natives Come of Age

by Richard Clode, CFA

7 months ago
In this video, Richard Clode, Global Technology Portfolio Manager, talking at the Janus Henderson 2019 UK Investment Conference, describes how a convergence of technical trends and a digital generation ready to embrace change is likely to shape the future of companies.
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The Long view: notes from the road in Taiwan

by Glen Finegan

7 months ago

The Janus Henderson Global Emerging Market Equities Team recently visited Taiwan, a country that has been a source of high-quality companies over the years. Here the team examines key findings, risks and opportunities from the trip.​

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High yield - navigating a slowdown

​Credit managers Tom Ross, Thomas Hanson and Seth Meyer contrast the current backdrop for high yield with previous tightening cycles, indicating that dispersion can be the friend of the active investor.

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Inflation: is that it?

by John Pattullo

8 months ago
John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors, which in his opinion, indicate that current inflation is much more cyclical than structural.
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Global equities: Avoid short-term market ‘noise’

by Steve Weeple

8 months ago
In this short video update, Portfolio Manager Steve Weeple explains why the UK-based Global Equities Team seeks to remove the harmful influence of short-term distractions and pressures. Instead, their focus is on high-quality and growing companies that are benefiting from long-term secular trends.
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Quick view: Brexit vote

by Ben Lofthouse, CFA

8 months ago

​Ben Lofthouse, Head of Global Equity Income, provides his thoughts on the vote on Brexit by members of Parliament and the impact of the uncertainty that surrounds the UK’s future relationship with the European Union.  

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