Type: SICAV

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

9 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

9 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

9 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

9 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

9 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

9 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

9 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

10 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

10 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

10 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

10 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

10 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

10 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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The growth manifesto

by James Ross, CFA

10 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

by Andrew Jones, Jenna Barnard, CFA

10 months ago

​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

10 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

10 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

11 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

11 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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