Asia – beyond the trade war

by Andrew Gillan

2 weeks ago

​Andrew Gillan, Head of Asia Pacific ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses why he believes investors should remain invested in Asia despite the short-term challenges. He also reflects on the five years he has been managing the strategy.

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​Global equities: a disciplined approach to market uncertainty

by Steve Weeple

3 weeks ago

​In this Q&A, Portfolio Manager Steve Weeple discusses why the Janus Henderson Global Equities Team avoids trying to predict economic and political cycles or market sentiment. Instead they take a disciplined, long-term approach, seeking to invest in a portfolio of high-quality, growing companies that have the resilience to weather unforeseen events.

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Yield curve inversion and the mining sector… fear not

by Tal Lomnitzer, CFA

2 months ago

US Treasury spreads are at their lowest level in more than a decade and an inverted US yield curve is typically a precursor of a recession. Given the mining sector’s sensitivity to economic growth prospects, this could be seen as a harbinger of underperformance. Tal Lomnitzer, Senior Investment Manager in the Janus Henderson Global Natural Resources Team, explains why they are not concerned.

 
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EM equities: positioning and opportunities (Q2 2019 update)

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

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China’s disruptive internet companies

by Richard Clode, CFA

3 months ago
Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses his recent trip to Hong Kong, where he met with a number of Chinese internet companies.
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The Long View: beware of the side effects of OPM (Other People’s Money)

​The Janus Henderson Global Emerging Market Equities Team has long believed in carefully considering how, as minority shareholders, they are aligned with the interests of the owners of the companies in which they invest. In the following article, the team explains why they look for capital allocators that associate OPM (other people’s money) with fragility and the risk of a permanent loss of capital.

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China’s role on the global stage

by Charlie Awdry, CFA

3 months ago
Charlie Awdry, China equities portfolio manager, discusses how disruption is playing out in China and the potential disruptive impact of China on global markets going forward. 
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Asian equities: drivers and opportunities

by Andrew Gillan

3 months ago
In this video, Andrew Gillan, Head of Asia ex Japan Equities at Janus Henderson Investors, discusses the reasons behind the recent rally in the region’s equity markets and the potential opportunities for investors over the long term.
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China: more room to rally?

by Charlie Awdry, CFA

3 months ago
Charlie Awdry, China equities portfolio manager, discusses the drivers behind the recent rally in the Chinese equity markets, how the portfolio is positioned, and the potential for further strong performance in the coming months.
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The silver tsunami: can REITS help you ride the wave?

‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the fourth article in the series, Tim Gibson, Guy Barnard and Greg Kuhl discuss the issue of an ageing population and how REITs can provide a way to capitalise on this demographic trend.

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Global Technology: look beyond the volatility

by Richard Clode, CFA

4 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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China: winning the weighting game

by Charlie Awdry, CFA

4 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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Asian equities: turnaround drivers

by Andrew Gillan

4 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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Global equities: removing the guesswork amid Brexit uncertainty

by Steve Weeple

4 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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Breaking down plastic pollution

by Hamish Chamberlayne, CFA

5 months ago

​Hamish Chamberlayne, Head of SRI, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.

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Digital health: sales versus social impact
​Janus Henderson’s Global Technology team is actively engaged with its existing holdings on a range of Environmental Social and Governance (ESG) criteria in order to promote sustainable growth. Here, the team discusses how they were one of the first asset managers to engage with companies on the issues facing the video game industry.
 
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Charlie Awdry: notes from the road

by Charlie Awdry, CFA

5 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

5 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

5 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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