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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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

​​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?

by Nicholas Cowley

1 year ago
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

​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?

by Nicholas Cowley

1 year 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

1 year 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

1 year 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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​​​Supportive backdrop for further Chinese gains

​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?

by Alex Crooke

1 year 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

1 year 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

1 year 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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Global equities: what should you look for when buying a company?

by Ian Warmerdam

1 year 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: Latin America investing – the ‘risk’ business

by Nicholas Cowley

1 year ago
Latin America is a land of rich opportunity with its growing population and vast natural resources, but also a source of frustration, owing to its history of political troubles and hyperinflation. In this video update Nick Cowley, Portfolio Manager on the Emerging Market Equities Team, discusses how he and the team navigate these challenges, and profiles some of the strategy’s key holdings.
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Video: six key characteristics to narrow the global equities universe

by Gordon Mackay

1 year 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

1 year 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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EM Equities: corporate culture and its performance implications

by Stephen Deane

1 year ago
When investing in emerging markets (EM) it is always wise to question who owns a company, why they own it and how they operate. In this video update Portfolio Manager Stephen Deane examines what constitutes a good corporate culture and why it is important for investors to understand the attitudes and values of the organisation.
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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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