Soort: OEIC/Unit trust

Wereldwijde aandelen: ‘voorspelbare’ langetermijntrends belangrijk voor duurzame groei

door Ian Warmerdam

1 jaar geleden

Ian Warmerdam, hoofd van het in Edinburgh gevestigde wereldwijde aandelen-team, gelooft dat beleggers zich in 2018 en daarna moeten richten op de meer voorspelbare langetermijntrends die de aandelenmarkten beïnvloeden.

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Aandelen uit opkomende markten in 2018: selectieve balans tussen kansen en risico

door Glen Finegan

1 jaar geleden

Glen Finegan, hoofd van Global Emerging Market (EM) Equities, denkt dat het in 2018 belangrijker is dan ooit om niet in te leveren op kwaliteit, vast te houden aan de langetermijnbenadering en een strikte waarderingsdiscipline te hanteren.

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Duurzaam beleggen: thema's blijven krachtig ondanks politieke onrust

door Hamish Chamberlayne

1 jaar geleden

Hamish Chamberlayne, portefeuillemanager van de wereldwijde duurzame-aandelenstrategie van Janus Henderson, bespreekt de belangrijkste lessen van 2017 en de langetermijntrends die van invloed blijven op zijn beleggingsbenadering.

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Aandelen uit opkomende markten: Keep it in the family

door Glen Finegan

1 jaar geleden

Glen Finegan, hoofd van Global Emerging Market Equities bij Janus Henderson Investors, gelooft dat familiebanden een geweldige kracht zijn in zowel het bedrijfsleven als in de beleggingswereld.​

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How is innovation and disruption impacting income-oriented equities?

door Alex Crooke

1 jaar geleden
In this video update, Alex Crooke, Head of Global Equity Income, examines the effect that innovation and disruption can have on income-oriented equities.
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What does President Xi's strengthened leadership position mean for investors?

door Charlie Awdry

1 jaar geleden
In this video, Charlie Awdry, China equities portfolio manager, shares his conclusions from the 19th China Party Congress meeting and discusses the ramifications for investors.
 
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Essentials - Global Equities Strategy
In this 'Essentials' video, Ian Warmerdam, Head of the UK-based Global Equities Team, and Portfolio Managers Ronan Kelleher, Steve Weeple and Gordon Mackay, provide an introduction to the strategy they manage in Edinburgh.
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Positive indicators: what should investors expect from global equities?

door Alex Crooke

1 jaar geleden

​In this video update, Alex Crooke, Head of Global Equity Income, provides an update on equity markets explaining why the current economic environment is providing a supportive backdrop for businesses and for equity investors.

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Essentials - the Global Emerging Market Equities Strategy
In this 'Essentials' video, Glen Finegan, Head of the UK-based Global Emerging Market Equities Team, and Portfolio Managers Nicholas Cowley and Stephen Deane, provide an introduction to the strategy they manage in Edinburgh.
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China’s industrial rebound

door Charlie Awdry, May Ling Wee

1 jaar geleden

​​In this Q&A, China portfolio managers Charlie Awdry and May Ling Wee, discuss China’s unexpectedly strong economic growth this year, which has been driven by a robust pick up in industrials. They explain why sector reform and rising producer prices could turn this into a more sustainable trend.

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EM equities: why invest in family-controlled firms?

door Nicholas Cowley

1 jaar geleden
In this video update, Nicholas Cowley, Portfolio Manager on the Global Emerging Market Equities team, discusses the team’s approach to investing in family-controlled businesses.
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Power, politics and intrigue in the run up to China’s Party Congress

door Charlie Awdry, May Ling Wee

1 jaar geleden

​Charlie Awdry and May Ling Wee, China portfolio managers, discuss the significance of the upcoming 19th National Party Congress as well as the progress made in financial reform during President Xi’s first five-year term.

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EM equities: where are the best opportunities?

door Nicholas Cowley

2 jaren geleden
In this video update, Nicholas Cowley, Portfolio Manager on the Global Emerging Market Equities Team, discusses current market valuations and where the team are finding the best opportunities.
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Global equities: invest or avoid?

door Steve Weeple

2 jaren geleden
In this video update, Steve Weeple, Portfolio Manager on the UK-based Global Equities Team, discusses how the team avoid short-term ‘market noise’ and focus on companies that offer the potential for sustainable growth driven by long-term secular trends.
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Global Technology: investing in innovation

door Richard Clode

2 jaren geleden
Richard Clode, portfolio manager in the UK-based Janus Henderson Global Technology Team, discusses the concept of innovation, its importance in the team’s investment decisions and where the most attractive opportunities currently are.
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Essentials: the Global Technology Strategy
In this 'Essentials' video, Alison Porter, Richard Clode and Graeme Clark, portfolio managers in the UK-based Janus Henderson Global Technology Team along with Stuart O’Gorman, provide an introduction to the strategy, including team overview, investment approach and objective, key differentiators and why investors should consider an actively-managed approach to investing in global technology stocks.
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​​​Supportive backdrop for further Chinese gains

door Charlie Awdry, May Ling Wee

2 jaren geleden

​In this update, Charlie Awdry and May Ling Wee, China portfolio managers, discuss the reasons behind the continuation of the rise in Chinese stocks this year and why they think it may persist for longer than many expect.     

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Are global equities overvalued?

door Alex Crooke

2 jaren geleden
In this video update, Alex Crooke, Head of Global Equity Income, discusses current equity market valuations, provides his outlook for inflation and explains why Japan is becoming an attractive market for equity income investors.
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Finding income from equities

door Ben Lofthouse

2 jaren geleden

Freelance journalist Heather Farmbrough questions Ben Lofthouse, Portfolio Manager on the Janus Henderson Global Equity Income Team, on his approach to finding the best equity income opportunities.

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Why are banks looking attractive for equity income investors?

door Hamish Robertson

2 jaren geleden
In this video, Hamish Robertson, analyst for the Global Equity Income Strategy, discusses the team’s current view on banks, where the most attractive opportunities are, and the sector’s importance for equity income investors.
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