Regional focus: Global

Global equities: ‘predictable’ long-term trends key to sustainable growth

by Ian Warmerdam

1 year ago

​Ian Warmerdam, Head of the Edinburgh-based Global Equities Team, believes that in 2018 and beyond investors should focus on the more predictable long-term trends that are shaping equity markets.

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Sustainable investing: powerful themes cannot be stopped by politics

​Hamish Chamberlayne, Portfolio Manager for Janus Henderson’s Global Sustainable Equity Strategy, discusses his key takeaways from 2017 and the long-term trends that continue to shape his investing.

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EM equities: Keeping it in the family

by Glen Finegan

1 year ago

​Glen Finegan, Head of Global Emerging Market Equities at Janus Henderson Investors, believes that family ties make for a formidable force in both business and investing.

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How is innovation and disruption impacting income-oriented equities?

by Alex Crooke

1 year ago
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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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?

by Alex Crooke

1 year ago

​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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The reinvention of an old drug

​Andy Acker, co-manager of the Global Life Sciences Strategy, discusses how innovation in health care doesn’t always have to be high-tech.

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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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EM equities: where are the best opportunities?

by Nicholas Cowley

2 years ago
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?

by Steve Weeple

2 years ago
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

by Richard Clode, CFA

2 years ago
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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Are global equities overvalued?

by Alex Crooke

2 years ago
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

by Ben Lofthouse, CFA

2 years ago

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?

by Hamish Robertson, CFA

2 years ago
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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Essentials: the Janus Henderson Global Property Equities Strategy

by Guy Barnard, CFA

2 years ago
Guy Barnard, Co-Head of Global Property Equities, provides an introduction to the Global Property Equities Strategy. The high conviction, actively-managed strategy invests in listed property stocks and real estate investment trusts (REITs), and aims to deliver attractive total returns to investors over the long term.
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Global equities: what should you look for when buying a company?

by Ian Warmerdam

2 years ago

​The Janus Henderson Global Growth strategy has a strong long-term track record that is built upon a distinct approach to identifying attractive companies. Here, Ian Warmerdam and Steve Weeple, Head of and Investor Director on the Edinburgh-based Global Equities Team respectively, outline the key criteria that drive their approach. 

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Video: six key characteristics to narrow the global equities universe

by Gordon Mackay

2 years ago
In this video update, Gordon Mackay, Portfolio Manager on the Edinburgh-based Global Equities team, discusses the six key characteristics the team looks for to narrow the 16,000-strong global equities universe to those companies considered for inclusion in the Global Growth Strategy.

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​​Positive on the Amazon deal: retail disruption accelerates

by Alison Porter

2 years ago

​Alison Porter, portfolio manager in the Edinburgh-based Global Technology Team, discusses the implications of Amazon’s deal to acquire US supermarket chain Whole Foods, its largest deal ever at $13.7bn.

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UK election: a global equity income perspective

by Ben Lofthouse, CFA

2 years ago

​Ben Lofthouse, Portfolio Manager on the Global Equity Income Team, believes the biggest short-term impact on business will be the effect of currency movements. He explains that sterling weakness will improve the competitiveness of UK exports, and the profits of overseas earners will be revised upwards, while on the negative side input cost increases will affect some industries.

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