Type: SICAV

The growth manifesto

by Jamie Ross, CFA

8 months ago

​Is information overload getting in the way of making good investment decisions? In this article, James Ross, Co-Manager on the Janus Henderson Horizon Pan European Equity Fund, discusses the value of a clear quality growth strategy seeking to invest in prosperous businesses that are well positioned for the long haul.

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Quick view: market sell-off

​With markets selling off sharply in recent days, Jenna Barnard from the Strategic Fixed Income team and Andy Jones from the Global Equity Income team give their views on the drivers and implications.

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Strategic Fixed Income: concoction of stress factors

by John Pattullo

8 months ago
​An unhealthy concoction of factors are creating a classically late-cycle feel in the markets. John Pattullo, Co-Head of Strategic Fixed Income, simplifies the conundrums and shares his views.

(This video was recorded on Tuesday 9 October 2018).

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The liquidity cycle is turning

by Tim Winstone, CFA

8 months ago

Tim Winstone, credit portfolio manager, discusses the effect of central banks on liquidity within fixed income markets and whether an unwinding of quantitative easing is a cause for concern.
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Keep Up! Technological disruption is accelerating

by Richard Clode, CFA

9 months ago

​Converging trends are creating the perfect storm for further disruption in the technology sector. Richard Clode, Global Technology Portfolio Manager, comments on the opportunities that may lie ahead and how to avoid the potential pitfalls that the associated hype may bring. 

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WeWork – a marriage made in heaven?

by Guy Barnard, CFA, Tim Gibson

9 months ago
‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the second article in the series, Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, explore WeWork, the flexible office space provider, and discuss the company’s role as both a landlord and a tenant from a real estate perspective. Tim also provides a video summary.
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EM equities: Notes from the road in India

by Stephen Deane

10 months ago

​​The Janus Henderson Global Emerging Market Equities Team recently visited Mumbai as part of a trip through India, Sri Lanka and the Middle East. Portfolio Manager Stephen Deane examines key findings, risks and opportunities from the trip.

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View from EM Credit desk: assessing the fallout from Turkey’s crisis

by Steve Drew

10 months ago

Steve Drew, Head of Emerging Market (EM) Credit, provides an update on the current situation in Turkey and shares the team’s views on what could lie in store for the country and the likelihood of contagion from the crisis to the rest of the globe.

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Investing amid the noise of trade wars

by Ben Lofthouse, CFA

11 months ago
Ben Lofthouse, Head of Global Equity Income at Janus Henderson, explains that diversifying among sectors, regions and currencies is crucial in order to weather the storm of trade wars.
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EM equities: positioning and opportunities (Q3 2018 update)

by Glen Finegan

11 months ago

​Glen Finegan, Head of Global Emerging Market Equities, provides an update on the Janus Henderson Global Emerging Market Equities All-Cap Strategy, covering performance, investment activity, portfolio positioning and his outlook for the asset class.

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Delivery and healthcare: Amazon continues to invest in long-term opportunities

by Alison Porter

11 months ago

​Alison Porter, Portfolio Manager on the Global Technology Team, discusses Amazon’s latest foray into the delivery and healthcare sectors and its implications for investors.

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Global Tech: the importance of navigating the hype cycle

by Graeme Clark

11 months ago
Graeme Clark, portfolio manager in Janus Henderson’s Global Technology Team, discusses the significance of understanding and analysing where a company sits on the hype cycle when investing in tech for the long term, and how this forms an integral part of the team’s investment process.
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Beyond politics: global opportunities in equity income

by Ben Lofthouse, CFA

11 months ago
With political wrangling influencing expectations, Ben Lofthouse, Head of Global Equity Income, discusses its effect on various sectors and investing styles in a short video update. Ben interprets the impacts to dividend-paying stocks and where his team continues to see opportunities.
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Global real estate: how can investors benefit from an evolving asset class?

by Guy Barnard, CFA, Tim Gibson

12 months ago

​Guy Barnard and Tim Gibson, Co-Heads of the Global Property Equities Team, provide a mid-year review of the market and outlook for the rest of the year, as well as share the sectors that garner their favour. 

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Asian equities: short-term wobbles but long-term investment case still sound

by Andrew Gillan, Mervyn Koh, CFA

12 months ago

​Andrew Gillan, Head of Asia ex Japan equities and Co-Manager of the Asian Growth Strategy, shares his expectations for the performance of Asian equities over the remainder of the year.

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Time to relearn a love for Europe?

by Tim Stevenson

12 months ago

​European equities manager Tim Stevenson makes the case for European equities as a long-term investment, despite the impact of ongoing geopolitical uncertainty on sentiment towards companies based in the region.

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Strategic Fixed Income — the turn of the global liquidity cycle

by Jenna Barnard, CFA

1 year ago
Jenna Barnard, Co-Head of Strategic Fixed Income, explains the team’s thinking on the bond markets, which revolves around the themes of interest rate divergence and US dollar strength.
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EM Equities: on the road in India

by Stephen Deane

1 year ago
In this video update, Stephen Deane, Portfolio Manager on the Global Emerging Market Equities Team, discusses a recent research trip to India, including the ongoing requirement for investment in infrastructure, the effects of demonetisation and where the team are finding investment opportunities.
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Dynamics driving dividend-paying sectors

by Alex Crooke

1 year ago
In this video update, Alex Crooke, Co-Head of Equities and portfolio manager on the Global Equity Income Team, reflects on the likely impact of US tax reforms, potential trade wars and his expectations for the remainder of 2018.
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Debt build-up in debt collectors

by 

1 year ago

​The Corporate Credit Team at Janus Henderson Investors looks at some of the factors that are encouraging them to be cautious towards companies operating in the debt collection sector.

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