Regional focus: Europe ex UK

European equities outlook: Does US market resilience bode well for Europe?

by John Bennett

1 month ago
In this video, John Bennett, Director of European Equities at Janus Henderson, looks back at the first half of 2019, and considers his expectations for the performance of European equities for the remainder of the year. He also addresses why, in the ‘growth vs value’ story, he prefers to follow a more ‘blended’ approach to stock selection.
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European equities: time for the US to take a back seat?

by Nick Sheridan

3 months ago

​Investors have continued to favour US equities throughout much of the current long bull market, leaving Europe very much the unloved cousin for global investors. In this article, Portfolio Manager Nick Sheridan considers the value opportunity in European equities as we move further into 2019, against a contrasting backdrop of rising global trade tensions and further measures to stimulate European economies.

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BBB debt — it’s complicated

by Nicholas Ware

5 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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​The Italian job – fixed income view on appointment fallout

​In appointing a prime minister that was not of the majority populist parties’ choosing, President Mattarella of Italy reignited political strife in Italy and sent shudders through asset markets. Portfolio managers Andrew Mulliner and Tim Winstone consider the implications for fixed income.

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Value perspective: what do investors get when they buy Europe?

by Nick Sheridan

1 year ago
In this video update, European equities manager Nick Sheridan gives his thoughts on what investors should be looking at when considering an investment in European equities, and why he believes that higher volatility provides an opportunity for value-focused investors.
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​What does a rising rate environment mean for European stock pickers?

by Simon Rowe

1 year ago

​European equities manager Simon Rowe gives his views on the potential for higher interests rates and the impact of exchange rate movements in Europe, outlining where he is finding the most interesting opportunities for his mid-cap biased European growth strategy.

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Europe: where uncertainty masked opportunity

by Simon Rowe

1 year ago

​European equities manager Simon Rowe reviews four years of gains for European equities, focusing on some of the stocks that have caught the eye during that time, and assesses the relative value of Europe versus the US at the start of 2018.

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Brexit update: the end of the beginning

by Paul O'Connor

1 year ago

Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, gives an update on Brexit negotiations between the UK and the European Union.

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Can European margin recovery drive equities higher?

​James Ross, co-manager of the Henderson Pan European Equity strategy alongside Tim Stevenson, discusses under-earnings in Europe compared to the US. James also explains in which areas in European markets he sees the strongest potential for margin improvement.

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2018 outlook for European investment grade credit: policy matters

by Tim Winstone, CFA

1 year ago

​Tim Winstone, Co-Manager of the Euro Corporate Bond strategy, notes that monetary policy will have a critical role in shaping returns for European investment grade credit in 2018, with financials likely to perform better than most non-financials.

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2018 outlook for European high yield bonds: scarcity value or value scarcity?

by Thomas Hanson, CFA

1 year ago

​Thomas Hanson, Co-Manager of the Euro High Yield Bond strategy, recognises that yields on European high yield bonds are near historical lows but believes that ongoing demand coupled with limited supply and a low default rate should maintain support for the asset class.

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A most unusual cycle — the shrinking of the high yield market

​There are many aspects of this credit and business cycle, which continue to surprise investors and differ from the textbook expectations of an aging bull market. Jenna Barnard explores one aspect unique to the high yield market, which can explain the relentless demand for bonds.

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Euroland money trends cooling despite dovish ECB

by Simon Ward

1 year ago

​​Euroland coincident indicators remain strong but monetary trends suggest that economic growth will moderate in 2018.

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Niche dominance in European markets

by Simon Rowe

1 year ago

​European equities manager Simon Rowe discusses the advantages of investing in European companies with global dominance in what seem like niche markets.

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Euroland equities: beneficiaries of Brexit uncertainty?

by Nick Sheridan

1 year ago

​In this video, European equities manager Nick Sheridan discusses his thoughts on value in European markets, addressing the growth versus value debate, and why he thinks Brexit uncertainty represents an opportunity over the shorter term for Euroland-focused value managers.

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The case for Europe: economic stability?

by Nick Sheridan

1 year ago

Europe now looks to have achieved some level of economic stability after almost a decade of uncertainty, but this does not yet seem to have been reflected in the price of shares for companies in the region. This article, the first of three, addresses some of the major questions that investors may have, providing some thoughts about the improving state of the region’s economy and why Europe may continue to offer attractive value.

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German election: Merkel seeks new allies for her fourth term

by Tim Stevenson

1 year ago

​The German Federal election on 24 September saw Chancellor Merkel elected for her fourth term as leader of Europe’s economic powerhouse. But the vote was not without its dramas. In this article, European equities manager Tim Stevenson gives his views on what the election result means, both for Germany, and the wider EU project.

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John Bennett: where next for European equities?

by John Bennett

1 year ago
In this video, John Bennett, Head of European Equities at Janus Henderson, assesses the drivers of the resurgence in European equities, and considers the prospects for future stock market performance in the region. He also outlines where he is seeing opportunities, including the European banking sector – a core theme in his strategy.
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Is Europe just joining the party?

by Simon Rowe

2 years ago
The first half of 2017 has been very strong for European equities, with political uncertainty, the UK aside, subsiding and economic data improving. In this article, European equities manager Simon Rowe assesses the prospects for companies in the region in the second half of the year.
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En Marche! for European equities

by Simon Rowe

2 years ago

​European equities manager Simon Rowe discusses some of the drivers for European equities thus far in 2017, and runs the rule over some of the companies he has reviewed in recent months for his European growth strategy.

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