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Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

INZICHTEN

Powerplay: geopolitical manoeuvres and their corporate impact

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.

Digital Natives Come of Age
Megatrends Technology

Digital Natives Come of Age

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.

Keep Up! Technological disruption is accelerating
Megatrends

Keep Up! Technological disruption is accelerating

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.

‘The only thing that is constant is change’
Megatrends

‘The only thing that is constant is change’

​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.

The Chinese disruption paradox
Megatrends

The Chinese disruption paradox

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.

Wel of niet kopen in het spel van disruptie
Megatrends

Wel of niet kopen in het spel van disruptie

Jenna Barnard, co-hoofd van Strategic Fixed Income, legt uit hoe een ongelijke geografische verdeling van technologie samengaat met verschillen in groei en in rentevooruitzichten.

Wat Knowledge.Shared voor jou betekent

Bij Janus Henderson geloven we in het delen van deskundige inzichten voor betere zakelijke en beleggingsbeslissingen.

Ons credo is dan ook Knowledge. Shared.

HGI_DNA_1
Sustainability & disruption: natural twins
Megatrends

Sustainability & disruption: natural twins

Hamish Chamberlayne, Portfolio Manager of the Global Sustainable Equity Strategy, discusses how these interlinked themes are penetrating every sector of the economy