EM equities: less popular markets offer long-term opportunities

by Glen Finegan

1 year ago

​​Glen Finegan, Head of Global Emerging Market Equities, believes that less popular markets such as South Africa offer better value than many Asian opportunities.

More
Keeping bond portfolios nimble in light of cooling global growth

by Nick Maroutsos

1 year ago

​Portfolio Manager Nick Maroutsos explains why cooling global economic growth may lead to central bankers falling short in terms of policy normalisation and why a less synchronous economic cycle can create opportunities.

More
Multi-Asset: the return of ‘normal’?

by Paul O'Connor

1 year ago

Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, outlines his view on the events of 2018 thus far and gives his outlook for different asset classes.

More
Bond markets — expect a pickup in volatility

by Andrew Mulliner, CFA

1 year ago

​Andrew Mulliner, Portfolio Manager, highlights the developments in bond markets this year, explaining what he believes lies ahead, while pointing out major areas of focus in their portfolios for the rest of 2018.

More
Global equities: focus on the predictable

by Ian Warmerdam

1 year ago

​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.

More
Global equity income: good dividend growth expectations

by Ben Lofthouse, CFA

1 year ago

​Ben Lofthouse, Head of Global Equity Income, believes that, despite being in a rising interest rate environment, dividend growth expectations are good for 2018, buoyed by new tax legislation and the recovery in commodity prices.

More
“The King is dead, long live the King!” – real estate and technology

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.

More
Longer life

​With global life expectancy continuing to rise, five leading thinkers at Janus Henderson explain where they see the risks and opportunities associated with this important future trend.

More
Global Life Sciences: our approach to seeking innovators in cancer therapy

by Andy Acker, CFA

1 year ago
Follow Global Life Sciences Portfolio Manager Andy Acker and Research Analyst Dan Lyons as they visit biotechnology companies pursuing innovative platforms in which to provide new therapies for major diseases such as cancer.
More
Technology disruption and acceleration: risks and opportunities

by Richard Clode, CFA

1 year ago
In this video, Richard Clode, portfolio manager within the Global Technology Team, discusses how not keeping up with innovation and new technology may be shortening the lifespan of ‘blue chip’ stocks, as well as the key reasons why technology disruption is accelerating. He also talks about the transportation revolution, a key example of how a major industry is being disrupted with consequences and opportunities for incumbent and new companies. 
More
What now for global equity income investors?

by Ben Lofthouse, CFA

1 year ago
In this video update Ben Lofthouse, Head of Global Equity Income, assesses markets from an income perspective, identifies where the team is finding the best opportunities and examines the outlook for dividend growth.
More
Why did global dividends reach a record $1.252trn in 2017?

by Ben Lofthouse, CFA

1 year ago
Ben Lofthouse, Head of Global Equity Income, speaks to Bloomberg TV about the key findings from the latest Janus Henderson Global Dividend Index, a long-term study of global dividend trends. He examines the reasons why global dividends rose by 7.7% on a headline basis to a record $1.252 trillion in 2017.
More
Inflation — the dog that never barks

by John Pattullo

1 year ago

​The biggest surprise last year was not only the persistent mis-forecasting of bond yields but also the persistent mis-forecasting of inflation. John Pattullo, Co-Head of Strategic Fixed Income, looks at the underlying causes of why a lot of traditional economic models, assumptions and relationships do not seem to hold in this rather dystopian world in which we live.

More
Quick view: healthcare – Amazon’s next target?

Alison Porter, Graeme Clark, and Richard Clode, Portfolio Managers within the Janus Henderson Global Technology Team, provide their views on the news that Amazon, JP Morgan and Berkshire Hathaway are forming an alliance with the aim of lowering healthcare costs for the companies’ employees.

More
Bitcoin: emerging asset or speculative mania?

by Paul O'Connor

1 year ago

Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, discusses the recent appearance of Bitcoin futures on some major US exchanges and explains why he believes Bitcoin remains an experimental instrument.

More
Multi-Asset outlook: will the bull keep charging in 2018?

by Paul O'Connor

1 year ago

Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, reviews 2017 and discusses prospects for asset classes and regions in 2018.

More
Transportation revolution: investing in the evolution of the automotive industry
Richard Clode, Graeme Clark and Alison Porter, portfolio managers in the UK-based Global Technology Team, discuss why transportation revolution is an exciting new investment theme within the team’s portfolios. The team explains how they are investing within this powerful secular growth theme, which is being driven by the convergence of artificial intelligence and the availability of vast amounts of data. 
More
Compelling yield opportunities in 2018 for equity income investors

by Alex Crooke

1 year ago
Alex Crooke, Head of Global Equity Income, believes that investors will focus more on valuations in 2018, rotating towards more cyclical areas of the markets, and that dividend yields remain compelling.
More
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.

More
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.

More

Related funds

Important message