Asia – beyond the trade war

by Andrew Gillan

2 weeks ago

​Andrew Gillan, Head of Asia Pacific ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses why he believes investors should remain invested in Asia despite the short-term challenges. He also reflects on the five years he has been managing the strategy.

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Quality growth in Europe: the five point checklist

by Jamie Ross, CFA

2 weeks ago

​What are the characteristics of a company potentially capable of generating reliable growth year after year? Here, Jamie Ross, manager of the Janus Henderson Horizon Pan European Equity Fund, gives insight into the team’s investment process, designed to identify good quality businesses capable of delivering sustainable and high returns over time.

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Keeping perspective: growth and value stocks

by George P. Maris, CFA

2 weeks ago

​Witnessing the extended run of outperformance by growth stocks over the past decade, investors may be led to believe the present will repeat itself in the future. George Maris, Co-Head of Equities – Americas, urges investors to focus on fundamentals and consider opportunities that exist in both growth and value stocks. 

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Libra: the hype vs the reality

by Alison Porter

3 weeks ago

​Alison Porter, portfolio manager in the UK-based Global Technology Team, discusses Facebook’s  venture into digital payments via Libra, the significance of this for cryptocurrencies and its implications for investors.

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Essentials: Janus Henderson Horizon Pan European Equity strategy

by Jamie Ross, CFA

1 month ago
This  ‘Essentials’ video provides an introduction to the actively managed Pan European Equity strategy run by European specialist Jamie Ross.
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European equities: time for the US to take a back seat?

by Nick Sheridan

1 month ago

​Investors have continued to favour US equities throughout much of the current long bull market, leaving Europe very much the unloved cousin for global investors. In this article, Portfolio Manager Nick Sheridan considers the value opportunity in European equities as we move further into 2019, against a contrasting backdrop of rising global trade tensions and further measures to stimulate European economies.

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Currents of disruption: ride-sharing on course for long-term growth

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1 month ago

​What’s next for ride-sharing now that the industry’s leading companies have made initial public offerings? Research Analyst Tom DeLong explains why, despite recent volatility, ride-sharing could be set up for significant growth.

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EU elections: all thunder and no lightning

by Ollie Beckett

2 months ago

European smaller caps Porfolio Manager Ollie Beckett responds to the EU elections result, outlining his views on the significance for European equities, and what he sees as the areas of interest in the months ahead.

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Low carbon investing - win/win?

by Hamish Chamberlayne, CFA

2 months ago
Low carbon is an important feature of our investment approach: the Janus Henderson Global Sustainable Equity strategy has been low carbon for 28 years. There is a clear moral imperative to transition to a low carbon economy – but does it also make investment sense?
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Can healthcare recover from 'Medicare for the masses'?

by Andy Acker, CFA

2 months ago

​A proposal to expand Medicare and eliminate private insurance in the US pummelled healthcare stocks recently. Andy Acker, Portfolio Manager, and Rich Carney, Research Analyst on the Global Life Sciences Team, explain what it means for investors.

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European equities: sensitive to a cyclical recovery?

by Jamie Ross, CFA

3 months ago

​European equities manager Jamie Ross explains his rationale for focusing on company fundamentals when investing in Europe, and gives some insight into the characteristics he values for his long-term strategy.

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China’s disruptive internet companies

by Richard Clode, CFA

3 months ago
Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses his recent trip to Hong Kong, where he met with a number of Chinese internet companies.
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China’s role on the global stage

by Charlie Awdry, CFA

3 months ago
Charlie Awdry, China equities portfolio manager, discusses how disruption is playing out in China and the potential disruptive impact of China on global markets going forward. 
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Global stocks rebound: what's next?

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3 months ago
​​March 2019 edition of Global Sector Views, featuring an equity market overview from Carmel Wellso, along with updates for each of the six Research sectors.
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Global Technology: look beyond the volatility

by Richard Clode, CFA

4 months ago
In this video, Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses how the recent volatility in global equity markets should refocus investor attention on the importance of looking at the fundamentals of a business. In a recent trip to California, he met with technology companies that continue to benefit from long-term secular growth themes in the sector including cloud adoption, 5G and artificial intelligence (AI).
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European equities: a growing watch list of opportunities

by Jamie Ross, CFA

4 months ago
In this video update, European equities manager James Ross outlines his ‘balanced, slightly bullish’ views on the European market. While investors’ attention has been caught up by political theatrics, escalating trade tensions and signs of slowing growth across the globe, James continues to focus on good quality businesses that he believes can consistently deliver a high return on capital over time.
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China: winning the weighting game

by Charlie Awdry, CFA

4 months ago

​Charlie Awdry, China equities portfolio manager, discusses the implications of China A shares’ increased weighting in MSCI equity indices, and how this should lead to further foreign participation in China’s equity markets going forward.

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Solid earnings growth tempers recessionary fears

​George Maris, Co-Head of Equities, and Nick Maroutsos, Co-Head of Global Bonds, explain how hand wringing over the US yield curve may conceal positive signals from the corporate sector.

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Asian equities: turnaround drivers

by Andrew Gillan

4 months ago

​​Andrew Gillan, Head of Asia ex-Japan Equities at Janus Henderson Investors, discusses the reasons behind the recent rally in Asia ex-Japan equity markets and the opportunities the region may hold for the long-term investor.

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Biotech: focusing on fundamentals

​Portfolio managers, Andy Acker and Dan Lyons, and research analyst, John Scotti, explain why fundamentals matter when investing in biotech’s innovation boom. 

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