China’s disruptive internet companies

par Richard Clode

il y a 3 jours
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 semaines
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 semaines
​​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 1 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 1 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 1 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 1 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 2 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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La pollution plastique : un facteur important pour les investisseurs

par Hamish Chamberlayne, CFA

il y a 2 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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Carnet de voyage de Charlie Awdry

par Charlie Awdry

il y a 2 mois

Charlie Awdry, gérant du fonds Janus Henderson China Opportunities Fund, nous livre un témoignage sur la culture, les dynamiques d'entreprise et les tendances de consommation rapporté de son récent voyage de recherche en Chine.

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Évolution des opportunités d’investissement en Chine

par Charlie Awdry

il y a 2 mois
Dans cette vidéo, Charlie Awdry, gérant de portefeuille spécialiste des actions chinoises, s’exprime lors de la Conférence sur l’investissement 2019 de Janus Henderson. Il y évoque l’évolution rapide des modes de consommation en Chine ainsi que la multitude d’opportunités à la disposition des investisseurs.
 
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Digital Natives Come of Age

par Richard Clode

il y a 3 mois
In this video, Richard Clode, Global Technology Portfolio Manager, talking at the Janus Henderson 2019 UK Investment Conference, describes how a convergence of technical trends and a digital generation ready to embrace change is likely to shape the future of companies.
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US Equities: innovation and competitive advantages

par Doug Rao

il y a 3 mois
In this video update, Doug Rao, US equities portfolio manager, discusses the factors that he believes will shape the macro environment in 2019 and provides insight into the sustainable competitive advantages that he looks for in a company.
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Equities: Understanding market volatility, part 1

par George Maris

il y a 3 mois
In the first of two videos, George Maris, Co-Head of Equities - Americas, discusses the fundamental reasons for the return of market volatility and the potential opportunities created for bottom-up investors.
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Don’t buy the dip, buy bargains

par Greg Kolb

il y a 4 mois

A ‘buy the dip’ strategy has worked well for many investors over the past decade, but are investors too trusting of market forecasts? In this article, Gregory Kolb, Chief Investment Officer at Perkins Investment Management*, considers whether investors should take the risk of trying to time a change in market direction.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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European video outlook: investor positioning will matter in 2019

par John Bennett

il y a 4 mois
Is it a good time to look at Europe for bargains? In this video, John Bennett, Director of European Equities at Janus Henderson, considers the case for active management in Europe in 2019. He also discusses why he thinks investors should remember the importance of ‘quaint’, old-fashioned metrics like valuation, cash flow and balance sheets.
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Is Europe an undervalued prospect for long-term growth?

par Jamie Ross, CFA, Tim Stevenson

il y a 4 mois

​Tim Stevenson and James Ross, Co-Managers on the Janus Henderson Horizon Pan European Equity Fund, reflect on the prospects for European equities in 2019, at a time of political uncertainty and slowing economic growth. Tim addresses his upcoming retirement, while James looks at the fund’s strategic positioning, in the search for high-quality/high-return businesses capable of generating higher returns in future.

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Quick view: China/US trade war truce

par Charlie Awdry

il y a 4 mois

​After talks at the G20 summit in Argentina last weekend brought a temporary truce in the China/US trade wars, Charlie Awdry, China equities portfolio manager, provides an update.

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L’Europe est-elle en train de jouer au lièvre et à la tortue ?

par John Bennett

il y a 5 mois
Après une longue période de surperformance des petites et moyennes capitalisations de croissance, notre gérant actions européennes John Bennett apporte son éclairage sur un éventuel changement de leadership dans le marché. Il envisage également de meilleures performances potentielles pour les sociétés européennes de bonne qualité dont les titres ont été injustement pénalisés par le sentiment de marché négatif.
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