Powerplay: geopolitical manoeuvres and their corporate impact

​Geopolitical risk continues to be top of mind for investors, particularly the shifting global balance of power from west to east as showcased by the escalating trade friction between China and the US. Charlie Awdry, China equities portfolio manager and Richard Clode, Global Technology portfolio manager, provide candid views on this evolving issue and its significance on how they invest.

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China’s disruptive internet companies

by Richard Clode, CFA

4 months ago
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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Digital Natives Come of Age

by Richard Clode, CFA

7 months ago
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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Is Europe playing tortoise to the hare?

by John Bennett

9 months ago
European equities manager John Bennett gives his thoughts on a potential change in market leadership, following a lengthy period of outperformance for smaller and mid-sized growth stocks. He also considers the prospects for better performance from good quality European names that have been unfairly hit by negative market sentiment.
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Innovation in healthcare: at a sector sweet spot?

by Andy Acker, CFA, Ethan Lovell

9 months ago

​The healthcare sector is experiencing a rapid pace of innovation, a trend that Andy Acker, Portfolio Manager in the Global Life Sciences Team, says is likely to continue in 2019 to the potential benefit of investors.

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US equities: staying focused on secular growth

by Doug Rao

9 months ago
As interest rates and inflation pressures climb, Portfolio Manager, Doug Rao, says it is becoming all the more important to focus on companies with secular tailwinds, pricing power and competitive advantages.
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Technology: disruption at a deeper level in 2019?
US/China trade friction is symptomatic of a deeper confrontation that has technology at its core, say Richard Clode, Alison Porter and Graeme Clark, Global Technology Portfolio Managers. The pathway to a denouement and the direction of the yield curve should shape global technology equity markets in 2019.
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Technology sector and benchmark changes – what does it mean for investors?
With MSCI reclassifying Technology sector constituents at the end of November, Richard Clode, Alison Porter and Graeme Clark, portfolio managers in the UK-based Janus Henderson Global Technology Team, explain why the new index is not fit for purpose, what the change means for investors and the adjustment being made by the team at a benchmark level.​ 
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‘The only thing that is constant is change’

by Andrew Gillan

10 months ago

​Disruption is a constant process and any successful investment strategy must take this into account. Andrew Gillan, Head of Asia ex-Japan Equities at Janus Henderson Investors, discusses the opportunities that disruption can offer in the Asia region.

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China: the next wave of tech disruptors

by Richard Clode, CFA

10 months ago
Chinese companies continue to disrupt the technology market. In this video, Richard Clode, Portfolio Manager in the Janus Henderson Global Technology team, discusses his recent trip to China where he met the next wave of disruptors in the sector.
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The Chinese disruption paradox

by Charlie Awdry, CFA

10 months ago
Innovative internet companies are highly disruptive and increasingly dominant within the Chinese economy but they are regulated by the Communist Party, which perceives disruption to be a threat to the status quo. In this video update, Charlie Awdry discusses the interesting implications of this dynamic for investing in China.
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Currents of disruption: rise of the drones provides tailwind for component makers

by Denny Fish

10 months ago

​Drones are quickly expanding beyond their traditional strongholds of the hobbyist and the military, with new applications creating a beneficial environment for component suppliers, says Denny Fish, portfolio manager in Janus Henderson's US-based Global Technology team.

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Keep Up! Technological disruption is accelerating

by Richard Clode, CFA

11 months ago

​Converging trends are creating the perfect storm for further disruption in the technology sector. Richard Clode, Global Technology Portfolio Manager, comments on the opportunities that may lie ahead and how to avoid the potential pitfalls that the associated hype may bring. 

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No change: China consumer still going strong

by Charlie Awdry, CFA

1 year ago
In this video, Charlie Awdry, China equities manager, discusses the impact of China A-shares’ inclusion into MSCI equity indices. Having recently returned from a research trip to China, he has observed continued strength in consumer demand and is looking to take advantage of elevated volatility in emerging markets to selectively add to positions.
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European equities: is stock dispersion back with a bang?

by John Bennett

1 year ago

​Are we finally seeing a challenge to market leadership in Europe? Here, John Bennett, Head of European Equities, reviews the first six months of the year, addressing some of the factors behind his view that 2018 will be a year for stock selection, rather than significant sector decisions.

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Global technology: look beyond short-term volatility for long-term returns

​Global Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode, discuss the reasons for their positive view on tech stocks and share their outlook for the second half of 2018.

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Longer life

​With global life expectancy continuing to rise, five leading thinkers at Janus Henderson explain where they see the risks and opportunities associated with this important future trend.

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Global Life Sciences: our approach to seeking innovators in cancer therapy

by Andy Acker, CFA

1 year ago
Follow Global Life Sciences Portfolio Manager Andy Acker and Research Analyst Dan Lyons as they visit biotechnology companies pursuing innovative platforms in which to provide new therapies for major diseases such as cancer.
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Tech stocks: solid demand underpins positive outlook

​Recently back from the US West Coast on separate research trips, Global Technology portfolio managers Alison Porter and Graeme Clark met with companies invested in and prospective investable businesses. Here, they discuss the key takeaways from these trips.

 
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Are Chinese stocks now overvalued?

by Charlie Awdry, CFA

1 year ago

In this Q&A, Charlie Awdry, China equities portfolio manager, shares his thoughts on the sustainability of the strength of Chinese equities, rising foreign inflows into the market, as well as the market pullback experienced in early February.

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