Trade wars, ESG and demographics in China: your questions answered

by May Ling Wee, CFA

5 days ago

​In this Q&A, May Ling Wee, China equities manager, responds to key concerns for investors in China, including the impact of trade friction, environmental, social and governance (ESG) factors as well as demographic issues. She also discusses how this is creating investment opportunities and favoured sectors.

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Argentina: tears flow as markets tumble

by Jennifer James

1 week ago

​​Jennifer James, portfolio manager within the Global Bonds Team, discusses the fallout from the shock primary election results in Argentina in August, exploring what this might mean for Argentina's asset markets and other emerging economies.

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Quick view: Chinese yuan depreciates to critical level against the US dollar

by Charlie Awdry, CFA

3 weeks ago

​Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.

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Dividend growth exceeding expectations

by Ben Lofthouse, CFA

1 month ago
In this video update Ben Lofthouse, Head of Global Equity Income, examines recent market performance, discusses where he sees opportunities and risks for investors, assesses the impact of Brexit and US-China trade discussions, and provides his outlook for the rest of 2019.
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European equities outlook: Does US market resilience bode well for Europe?

by John Bennett

1 month ago
In this video, John Bennett, Director of European Equities at Janus Henderson, looks back at the first half of 2019, and considers his expectations for the performance of European equities for the remainder of the year. He also addresses why, in the ‘growth vs value’ story, he prefers to follow a more ‘blended’ approach to stock selection.
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Novo Nordisk: global leader in diabetes care

by James Ross, CFA

1 month ago

​Jamie Ross, Manager of Janus Henderson Pan European Equity Fund, provides a snapshot of the typical analysis undertaken on every company considered for the portfolio. In this case, he explains the rationale behind the inclusion of the Danish pharmaceutical company Novo Nordisk.

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Asia: a dividend growth leader

by Sat Duhra

1 month ago

​Asian companies are paying dividends at a rate fast outpacing those in developed markets. Sat Duhra, Co-manager of Janus Henderson’s Asian dividend income portfolio, explains the significance of this trend and why it should not be ignored.

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Downturn implications and a reconvergence of rates

by Jenna Barnard, CFA

2 months ago

​Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.

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High yield bond: pushing boundaries

by Seth Meyer, CFA, Tom Ross, CFA

2 months ago

​The dovish tilt to global monetary policy should be supportive of asset prices in the near term but portfolio managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high yield bonds.

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“Don’t you, forget about me”

​Guy Barnard and Nicolas Scherf, Co-Managers of the Janus Henderson Horizon Pan European Property Equities Fund, highlight that, while newsflow in Europe and the property sector has been mixed over recent months, the fundamentals for the European property equities market remain robust, with increasing value to be found for the active investor.

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Asia – beyond the trade war

by Andrew Gillan

2 months 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 James Ross, CFA

2 months 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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Libra: the hype vs the reality

by Alison Porter

2 months 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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Do you remember the Great Financial Crisis?

by John Pattullo

2 months ago

​John Pattullo, Co-Head of Strategic Fixed Income, explains how after the failure of QE to generate any sustainable growth or inflation the dial has turned to various forms of fiscal policy. But as he argues, a successful formula has to combine fiscal and monetary policies with structural reform.

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A change of flow in global water

by George Crowdy, CFA

2 months ago
George Crowdy, an Investment Manager within the Global Sustainable and Responsible Investment (SRI) Team headed by Hamish Chamberlayne, examines the challenges of providing a safe and reliable water supply but identifies how better and increased use of data and technology provides reason for optimism.
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Essentials: Janus Henderson Horizon Pan European Equity strategy

by James Ross, CFA

3 months 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

3 months 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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EU elections: all thunder and no lightning

by Ollie Beckett

3 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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Using the 1890s as a guide to bond investing (not the 1980s)

by Jenna Barnard, CFA

4 months ago

​Jenna Barnard, Co-Head of Strategic Fixed Income, confesses to not all birthday gifts being a delight to receive but a book from 1892, found by chance in a second-hand book dealer, turned out to be a rare birthday present gem. Its lessons on investing are not only instructive but shine a light on the predicament facing bond investors today.

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European equities: sensitive to a cyclical recovery?

by James Ross, CFA

4 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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