by Richard Clode, CFA
by Alison Porter, Graeme Clark, Richard Clode, CFA
The Janus Henderson Global Technology team discusses the latest technological advances set to disrupt the automotive sector after visiting the Consumer Electronics Show in Las Vegas.
by Ian Warmerdam
by Hamish Chamberlayne, CFA
by Andrew Gillan
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.
by Charlie Awdry, CFA
by Denny Fish
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.
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.
by Andrew Gillan, Mervyn Koh, CFA
Andrew Gillan, Head of Asia ex Japan equities and Co-Manager of the Asian Growth Strategy, shares his expectations for the performance of Asian equities over the remainder of the year.
by Guy Barnard, CFA, Tim Gibson
Guy Barnard and Tim Gibson, Co-Heads of the Global Property Equities Team, provide a mid-year review of the market and outlook for the rest of the year, as well as share the sectors that garner their favour.
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.
by Glen Finegan
Glen Finegan, Head of Global Emerging Market Equities, believes that less popular markets such as South Africa offer better value than many Asian opportunities.
Ian Warmerdam, Head of Global Equities, believes that investors should avoid trying to predict economic cycles or market sentiment in the second half of 2018 and beyond. Instead Ian and his team believe the focus should be on long-term secular and more predictable trends that offer attractive end markets for companies to grow into.
Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss how real estate is being reinvented and rejuvenated by rapid advances in technology and how their portfolios are actively positioned to gain from these evolving trends.
by Charlie Awdry, CFA, May Ling Wee, CFA
Charlie Awdry and May Ling Wee, China equity managers, discuss the progress of political, business, financial and social reforms in China under President Xi’s leadership, and its implications for markets and investors.
by Andy Acker, CFA
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