Trade war tension: look past the noise to navigate uncertainty

par George Maris

il y a 2 semaines
Markets sold off sharply this week after a sudden escalation in the US-China trade war. George Maris, Co-Head of Equities – Americas, explains why the reaction was so severe and offers insight on how investors can navigate this period of uncertainty.
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For small caps, index multiples obscure risks

​The price-to-earnings (P/E) ratio for the Russell 2000® Growth Index looks reasonable but may obscure certain risks. Portfolio Managers Jonathan Coleman and Scott Stutzman explain why the earnings multiple can be misleading, where some risks are within small-cap investing and where they still see reasonably valued growth opportunities.

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Drug pricing reform shifts continue

par Andy Acker

il y a 2 semaines

Recently, the Trump administration abandoned plans to overhaul drug rebates in Medicare while a federal judge ruled against listing prescription drug prices in TV ads. But US drug reform is far from over, with implications for investors, says Portfolio Manager Andy Acker and Health Care Research Analysts Luyi Guo and Rich Carney.

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Jeux de pouvoir : les manœuvres géopolitiques et leurs conséquences pour les entreprises

par Charlie Awdry, Richard Clode

il y a 1 mois

Les risques géopolitiques demeurent une préoccupation majeure pour les investisseurs, en particulier le nouvel équilibre global des pouvoirs de plus en plus en faveur de l’Orient, comme en témoigne l’intensification des tensions commerciales entre la Chine et les États-Unis. Charlie Awdry, gérant Actions chinoises, et Richard Clode, gérant Actions technologiques internationales, s’expriment en toute franchise sur cet enjeu mouvant et sur ses conséquences sur leurs choix d’investissement.

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

par John Bennett

il y a 1 mois
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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Novo Nordisk: global leader in diabetes care

par Jamie Ross, CFA

il y a 1 mois

​Jamie Ross, Manager of Janus Henderson Pan European Equity Fund, provides a snapshot of the typical analysis undertaken on every company considered for the portfolio. In this case, he explains the rationale behind the inclusion of the Danish pharmaceutical company Novo Nordisk.

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Investment themes that matter - Market GPS discussion
In this video, Co-Head of Equities Alex Crooke, Global Head of Fixed Income Jim Cielinski and Global Head of Multi-Asset and Alternatives Michael Ho explore the key themes shaping the investment landscape for the second half of 2019. Aligning with the Janus Henderson Mid-Year Market GPS outlooks, the discussion assesses potential impacts and opportunities for investors in the months ahead.
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Asia – beyond the trade war

par Andrew Gillan

il y a 2 mois

​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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Quality growth in Europe: the five point checklist

par Jamie Ross, CFA

il y a 2 mois

​What are the characteristics of a company potentially capable of generating reliable growth year after year? Here, Jamie Ross, manager of the Janus Henderson Horizon Pan European Equity Fund, gives insight into the team’s investment process, designed to identify good quality businesses capable of delivering sustainable and high returns over time.

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Keeping perspective: growth and value stocks

par George Maris

il y a 2 mois

​Witnessing the extended run of outperformance by growth stocks over the past decade, investors may be led to believe the present will repeat itself in the future. George Maris, Co-Head of Equities – Americas, urges investors to focus on fundamentals and consider opportunities that exist in both growth and value stocks. 

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Libra : effet de mode vs réalité

par Alison Porter

il y a 2 mois

Alison Porter, gérante dans l’équipe actions technologiques internationales basée en Grande-Bretagne, aborde la tentative de Facebook de s’imposer dans les paiements numériques au travers de la Libra, l'importance de cette initiativ​e pour les crypto-monnaies, et ses conséquences pour les investisseurs.

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Is it time for Europe to take a front seat?

par Nick Sheridan

il y a 2 mois

​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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Essentials: Janus Henderson Horizon Pan European Equity strategy

par Jamie Ross, CFA

il y a 2 mois
This  ‘Essentials’ video provides an introduction to the actively managed Pan European Equity strategy run by European specialist Jamie Ross.
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Actions européennes : l'heure serait-elle venue pour les Etats-Unis de passer au second plan ?

par Nick Sheridan

il y a 2 mois

​Les investisseurs ont continué de privilégier les actions américaines pendant une grande partie de la période haussière actuelle, délaissant l'Europe comme la cousine mal aimée des investisseurs internationaux. Dans cet article, Nick Sheridan, gérant de portefeuille, examine le potentiel des actions européennes à l'approche de 2019, dans un contexte contrasté de tensions commerciales croissantes au niveau mondial et de nouvelles mesures pour stimuler les économies européennes.


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Élections européennes : beaucoup de bruit pour rien

par Ollie Beckett

il y a 2 mois

Les résultats des élections européennes changent-ils la donne pour les investisseurs européens ?

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Value investing: back in favour?

par Alec Perkins

il y a 2 mois

​Alec Perkins, Portfolio Manager for Perkins' Value Strategies, discusses the global themes he expects to impact markets, performance year to date, and why he believes a value-based approach to investing in US equities provides compelling long-term opportunities.

 
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US value: The case for defensive quality

par Alec Perkins, Ted Thome, CFA

il y a 3 mois

Despite the recent long run from growth and momentum investing, mean reversion is inevitable. In this article, Ted Thome and Alec Perkins, Portfolio Managers at Perkins Investment Management*, consider the prospects for value, following a decade-long bull market for growth and momentum strategies, and outline how they think wary investors can best avoid the value trap.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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The booming US stock market … will it last?

par Greg Kolb

il y a 3 mois

Knowing when and where to act is never easy, when it comes to investing, In this article, Gregory Kolb, Chief Investment Officer at Perkins Investment Management*, looks at the drivers driving the long US bull market, and considers the strategies that investors might use in a world where lower returns are perhaps more likely than in the recent past.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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Investir dans le bas carbone - une stratégie gagnant/gagnant ?

par Hamish Chamberlayne

il y a 3 mois
Une faible empreinte carbone est une caractéristique importante de notre approche d’investissement : la stratégie Janus Henderson Global Sustainable Equity est à faible taux d’émission de carbone depuis 28 ans. Il existe un impératif moral clair à la transition vers une économie bas carbone - mais est-ce aussi un bon investissement ?​
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« Medicare pour tous » : le secteur de la santé peut-il s'en remettre ?

par Andy Acker

il y a 4 mois

 Il y a peu, une proposition visant à étendre Medicare (le régime public d'assurance-maladie américain) et à éliminer l'assurance privée aux États-Unis a durement frappé les valeurs du secteur de la santé. Andy Acker, gérant de portefeuille et Rich Carney, Analyste dans l’équipe dédiée aux sciences de la vie en explorent les conséquences pour les investisseurs.

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