Type: SICAV

Europe: are we seeing a reversal in the drivers of equity markets?

by Nick Sheridan

7 months ago
With economic growth expectations plateauing and global liquidity drying up, are we at a turning point for global markets, in terms of the leadership of US equities and the dominance of growth? Here, European equities manager Nick Sheridan considers the prospects for European equities in 2019.
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Global equities: Focus on predictable long-term trends

by Ian Warmerdam

7 months ago
Ian Warmerdam, Head of the Edinburgh-based Global Equities Team, believes that in 2019 and beyond investors should focus on companies with fundamental resilience and that are operating in end markets with long-term secular growth.
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EM equities: Selective opportunities in less popular markets
Glen Finegan and Ian Tabberer, respectively Head of and Portfolio Manager on the Global Emerging Market Equities Team, believe that South Africa offers compelling long-term opportunities for investors focused on valuation.
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Strategic Fixed Income: end of the cycle… are we there yet?
With the markets finally coming round to the idea of the late-cycle stage in the economies, John Pattullo and Jenna Barnard, Co-Heads of Strategic Fixed Income, share their thoughts on the subject, expanding on the risks and opportunities arising from this theme in 2019.
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Asian equities: China remains a double-edged sword

by Andrew Gillan

7 months ago
Andrew Gillan, Head of Asia ex Japan Equities, expects China to remain central to the key opportunities and risks for Asian equity markets in 2019.
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Fixed Income: a nimble approach needed in 2019

by Seth Meyer, CFA, Tom Ross, CFA

7 months ago
As the US Federal Reserve risks executing on an overly aggressive tightening path, and the economic and credit cycles continue to progress, Fixed Income Portfolio Managers Seth Meyer and Tom Ross highlight the importance of a nimble approach to fixed income.
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Technology sector and benchmark changes – what does it mean for investors?
With MSCI reclassifying Technology sector constituents at the end of November, Richard Clode, Alison Porter and Graeme Clark, portfolio managers in the UK-based Janus Henderson Global Technology Team, explain why the new index is not fit for purpose, what the change means for investors and the adjustment being made by the team at a benchmark level.​ 
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EM equities: assessing sustainability – kicking tyres, not ticking boxes

by Glen Finegan

7 months ago

​The Janus Henderson Global Emerging Market Equities Team follows the same approach to assessing sustainability as it does when looking at other aspects of a business, preferring to ‘kick the tyres’, rather than ‘ticking boxes’. In the following article, the team outline why they believe the creation of long-term investment returns is, by its very nature, investing in sustainability.

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EM equities: assessing sustainability – kicking tyres, not ticking boxes

by Glen Finegan

7 months ago

​The Janus Henderson Global Emerging Market Equities Team follows the same approach to assessing sustainability as it does when looking at other aspects of a business, preferring to ‘kick the tyres’, rather than ‘ticking boxes’. In the following article, the team outline why they believe the creation of long-term investment returns is, by its very nature, investing in sustainability.

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Would you lend to this man?

by Andrew Mulliner, CFA

7 months ago
Andrew Mulliner, Portfolio Manager within the Global Bonds Team at Janus Henderson Investors, takes a candid look at escalating US debt and the implications for bond investors.
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Credit selection in a late-cycle environment

by Rebecca Young, CFA

7 months ago

​Rebecca Young, Portfolio Manager within the Strategic Fixed Income team, shares her views on the topical issues in credit markets, explaining where she and the team see risks and opportunities. 

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Global markets offering attractive equity income opportunities

by Ben Lofthouse, CFA

7 months ago
Ben Lofthouse, Head of Global Equity Income, believes that while disruptors threaten a number of established sectors, significant value opportunities exist, with many good-quality companies offering compelling dividend yields.
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Emerging markets credit: China’s response to deceleration to shape growth prospects in 2019

by Steve Drew

7 months ago
Steve Drew, Head of Emerging Markets Credit, sees politics as a driver of risk sentiment in 2019 although at an economic level China’s policy response to deceleration and trade disputes will shape growth prospects.
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How will ongoing interest rate divergence impact bond markets?

by Jenna Barnard, CFA

7 months ago
Jenna Barnard, Co-Head of Strategic Fixed Income, explains how the persistence of interest rate divergence remains central to the team’s thinking on the outlook for the bond markets.
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Nightmare on Wall Street: what’s going on?

by Guy Barnard, CFA, Tim Gibson

8 months ago

Tim Gibson and Guy Barnard, co-heads of the Janus Henderson Global Property Equities team, discuss why global equity markets have been particularly spooked this October and why this might be good news for REITs.

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‘The only thing that is constant is change’

by Andrew Gillan

8 months ago

​Disruption is a constant process and any successful investment strategy must take this into account. Andrew Gillan, Head of Asia ex-Japan Equities at Janus Henderson Investors, discusses the opportunities that disruption can offer in the Asia region.

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China: the next wave of tech disruptors

by Richard Clode, CFA

8 months ago
Chinese companies continue to disrupt the technology market. In this video, Richard Clode, Portfolio Manager in the Janus Henderson Global Technology team, discusses his recent trip to China where he met the next wave of disruptors in the sector.
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EM equities: positioning and opportunities (Q4 2018 update)

by Glen Finegan

8 months ago

The Janus Henderson Global Emerging Market Equities Team provides an update on the Janus Henderson Global Emerging Market Equities All-Cap Strategy, covering performance, investment activity, portfolio positioning and their outlook for the asset class.

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The Chinese disruption paradox

by Charlie Awdry, CFA

8 months ago
Innovative internet companies are highly disruptive and increasingly dominant within the Chinese economy but they are regulated by the Communist Party, which perceives disruption to be a threat to the status quo. In this video update, Charlie Awdry discusses the interesting implications of this dynamic for investing in China.
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Europe’s value & income opportunity

by Ben Lofthouse, CFA

8 months ago
In this video update Ben Lofthouse, Head of Global Equity Income (GEI), discusses the reasons behind the divergence in global equity markets, the impact this has had on equity income investors and where he sees value in the markets and opportunities for dividend growth.
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