Under the microscope: pioneering companies changing lives

par Andy Acker

il y a 2 jours

​Andy Acker, Portfolio Manager on the Global Life Sciences Team, seeks companies that are pioneering life-changing innovations. Here, he discusses the cutting-edge developments being made in the medical field by some of these companies.

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Janus Henderson US Venture Fund sera rouvert aux nouveaux investisseurs

par 

il y a 1 semaine

​Le 2 septembre 2019, le Janus Henderson US Venture Fund sera rouvert aux nouveaux investisseurs.

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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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Quick view: Chinese yuan depreciates to critical level against the US dollar

par Charlie Awdry

il y a 3 semaines

​Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.

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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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​Global equities: a disciplined approach to market uncertainty

par Steve Weeple

il y a 2 mois

​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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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

par Richard Clode

il y a 4 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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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

par Charlie Awdry

il y a 4 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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Asian equities: drivers and opportunities

par Andrew Gillan

il y a 5 mois
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?

par Charlie Awdry

il y a 5 mois
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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Le tsunami d’argent : L’immobilier coté peut-il vous aider à surfer la vague ?

par Greg Kuhl, CFA, Guy Barnard, Tim Gibson

il y a 5 mois

La publication « Real Matters » livre les dernières analyses et réflexions de l’équipe Actions immobilières cotés internationales de Janus Henderson. Dans cette quatrième série d’articles, Tim Gibson, Guy Barnard et Greg Kuhl parlent du vieillissement des populations et montrent comment les sociétés immobilières cotées (REIT) permettent d’exploiter cette tendance démographique de fond.

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Global Technology: look beyond the volatility

par Richard Clode

il y a 5 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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Actions mondiales : ne pas se fier aux conjectures face à l’incertitude du Brexit

par Steve Weeple

il y a 5 mois

Alors que le Brexit demeure l’une des principales incertitudes politiques et économiques pour les investisseurs en Europe, Steve Weeple, gérant de portefeuille au sein de l’équipe Actions mondiales basée à Édimbourg, estime que les fondamentaux des entreprises sont ce sur quoi les investisseurs de long terme doivent se concentrer.   

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China: winning the weighting game

par Charlie Awdry

il y a 5 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 5 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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Les forces « disruptives » : innovation dans le secteur automobile

Après sa visite du salon Consumer Electronics Show à Las Vegas, l'équipe Janus Henderson Global Technology analyse les tout derniers progrès technologiques qui vont bouleverser le secteur automobile.

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Qu’est-ce que l’immobilier coté a apporté récemment aux marchés ?

par Guy Barnard, Tim Gibson

il y a 6 mois

« Real Matters » livre les dernières analyses et réflexions de l’équipe Actions foncières internationales de Janus Henderson. Dans le troisième article de cette série, Tim Gibson et Guy Barnard, co-responsables de la gestion Actions foncières internationales, reviennent sur la performance récente des REITs et sur les avantages qu’elles peuvent conférer du point de vue de la diversification.

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La pollution plastique : un facteur important pour les investisseurs

par Hamish Chamberlayne

il y a 6 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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