Quick view: China/US trade war truce

by Charlie Awdry, CFA

8 months ago

​After talks at the G20 summit in Argentina last weekend brought a temporary truce in the China/US trade wars, Charlie Awdry, China equities portfolio manager, provides an update.

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Chinese equities: could 2019 see a much needed shake-out?

by Charlie Awdry, CFA

8 months ago
Chinese equity markets will be anything but dull in 2019, says Charlie Awdry, China equities portfolio manager, with plenty of opportunities for the active investor.
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Asian equities: China remains a double-edged sword

by Andrew Gillan

8 months ago
Andrew Gillan, Head of Asia ex Japan Equities, expects China to remain central to the key opportunities and risks for Asian equity markets in 2019.
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Global equities: Focus on predictable long-term trends

by Ian Warmerdam

8 months ago
Ian Warmerdam, Head of the Edinburgh-based Global Equities Team, believes that in 2019 and beyond investors should focus on companies with fundamental resilience and that are operating in end markets with long-term secular growth.
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Technology: disruption at a deeper level in 2019?
US/China trade friction is symptomatic of a deeper confrontation that has technology at its core, say Richard Clode, Alison Porter and Graeme Clark, Global Technology Portfolio Managers. The pathway to a denouement and the direction of the yield curve should shape global technology equity markets in 2019.
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Tech market sell-off: the bigger picture

In this article, Alison Porter, Richard Clode and Graeme Clark, portfolio managers in the Janus Henderson Global Technology Team, explain what has driven the recent correction in the technology market and how this recent volatility affects the team’s positioning going forward.

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EM equities: assessing sustainability – kicking tyres, not ticking boxes

by Glen Finegan

9 months ago

​The Janus Henderson Global Emerging Market Equities Team follows the same approach to assessing sustainability as it does when looking at other aspects of a business, preferring to ‘kick the tyres’, rather than ‘ticking boxes’. In the following article, the team outline why they believe the creation of long-term investment returns is, by its very nature, investing in sustainability.

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How will ongoing interest rate divergence impact bond markets?

by Jenna Barnard, CFA

9 months ago
Jenna Barnard, Co-Head of Strategic Fixed Income, explains how the persistence of interest rate divergence remains central to the team’s thinking on the outlook for the bond markets.
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Nightmare on Wall Street: what’s going on?

by Guy Barnard, CFA, Tim Gibson

10 months ago

Tim Gibson and Guy Barnard, co-heads of the Janus Henderson Global Property Equities team, discuss why global equity markets have been particularly spooked this October and why this might be good news for REITs.

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‘The only thing that is constant is change’

by Andrew Gillan

10 months ago

​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.

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China: the next wave of tech disruptors

by Richard Clode, CFA

10 months ago
Chinese companies continue to disrupt the technology market. In this video, Richard Clode, Portfolio Manager in the Janus Henderson Global Technology team, discusses his recent trip to China where he met the next wave of disruptors in the sector.
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The Chinese disruption paradox

by Charlie Awdry, CFA

10 months ago
Innovative internet companies are highly disruptive and increasingly dominant within the Chinese economy but they are regulated by the Communist Party, which perceives disruption to be a threat to the status quo. In this video update, Charlie Awdry discusses the interesting implications of this dynamic for investing in China.
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Europe’s value & income opportunity

by Ben Lofthouse, CFA

10 months ago
In this video update Ben Lofthouse, Head of Global Equity Income (GEI), discusses the reasons behind the divergence in global equity markets, the impact this has had on equity income investors and where he sees value in the markets and opportunities for dividend growth.
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Quick view: market sell-off

by Andrew Jones, Jenna Barnard, CFA

10 months ago

​With markets selling off sharply in recent days, Jenna Barnard from the Strategic Fixed Income team and Andy Jones from the Global Equity Income team give their views on the drivers and implications.

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Quick view: Volatility strikes back

​Following a sharp sell-off in markets over recent days, Oliver Blackbourn, portfolio manager within the UK-based Multi-Asset Team led by Paul O'Connor, discusses the causes and implications of the recent volatility.

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Strategic Fixed Income: concoction of stress factors

by John Pattullo

10 months ago
​An unhealthy concoction of factors are creating a classically late-cycle feel in the markets. John Pattullo, Co-Head of Strategic Fixed Income, simplifies the conundrums and shares his views.

(This video was recorded on Tuesday 9 October 2018).

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Be careful, it’s getting late! (Multi-Asset Perspectives, Q418)

by Paul O'Connor

10 months ago
In this quarterly update, Paul O'Connor of Janus Henderson's UK-based Multi-Asset Team evaluates the key global issues facing investors.
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Keep Up! Technological disruption is accelerating

by Richard Clode, CFA

11 months ago

​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. 

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Investing amid the noise of trade wars

by Ben Lofthouse, CFA

1 year ago
Ben Lofthouse, Head of Global Equity Income at Janus Henderson, explains that diversifying among sectors, regions and currencies is crucial in order to weather the storm of trade wars.
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Delivery and healthcare: Amazon continues to invest in long-term opportunities

by Alison Porter

1 year ago

​Alison Porter, Portfolio Manager on the Global Technology Team, discusses Amazon’s latest foray into the delivery and healthcare sectors and its implications for investors.

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