Classe d'actifs: Actions

Essentials: Janus Henderson Horizon Pan European Equity strategy

par Jamie Ross, CFA

il y a 1 semaine
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 1 semaine

​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 semaines

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 semaines

​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 semaines

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 semaines

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, CFA

il y a 1 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 1 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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European equities: sensitive to a cyclical recovery?

par Jamie Ross, CFA

il y a 2 mois

​European equities manager Jamie Ross explains his rationale for focusing on company fundamentals when investing in Europe, and gives some insight into the characteristics he values for his long-term strategy.

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China’s disruptive internet companies

par Richard Clode

il y a 2 mois
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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China’s role on the global stage

par Charlie Awdry

il y a 2 mois
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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Global stocks rebound: what's next?

par 

il y a 2 mois
​​March 2019 edition of Global Sector Views, featuring an equity market overview from Carmel Wellso, along with updates for each of the six Research sectors.
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Global Technology: look beyond the volatility

par Richard Clode

il y a 3 mois
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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European equities: a growing watch list of opportunities

par Jamie Ross, CFA

il y a 3 mois
In this video update, European equities manager James Ross outlines his ‘balanced, slightly bullish’ views on the European market. While investors’ attention has been caught up by political theatrics, escalating trade tensions and signs of slowing growth across the globe, James continues to focus on good quality businesses that he believes can consistently deliver a high return on capital over time.
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China: winning the weighting game

par Charlie Awdry

il y a 3 mois

​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

par Andrew Gillan

il y a 3 mois

​​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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Go with the flow in life, not when investing

par Greg Kolb

il y a 3 mois

What works in one sphere of life may not in another, and so it is with investing. In this article, Gregory Kolb, Chief Investment Officer at Perkins Investment Management*, considers the importance of taking an independent view, based on data, rather than following the prevailing market view. He also argues the potential benefits of a balanced portfolio at times of higher market uncertainty.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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Secteur biotechnologique : l’importance des fondamentaux

Les gérants de portefeuille Andy Acker et Dan Lyons et l’analyste John Scotti nous expliquent pourquoi les fondamentaux jouent un rôle essentiel si l’on souhaite investir dans le secteur de la biotechnologie et profiter de la vague actuelle d’innovations.

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Breaking down plastic pollution

par Hamish Chamberlayne, CFA

il y a 4 mois

​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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La pollution plastique : un facteur important pour les investisseurs

par Hamish Chamberlayne, CFA

il y a 4 mois

Hamish Chamberlayne, directeur de la gestion ISR, explique en quoi l'utilisation responsable des plastiques est un facteur important pour évaluer la durabilité d'une entreprise.​

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