Latest videos

Asian dividend growth: mostly decoupled from global turbulence

by Sat Duhra

1 month ago
Sat Duhra, Co-portfolio Manager on the Janus Henderson Asian dividend income portfolio, explains why Asia is leading the way in dividend growth. He identifies some of the sectors in which these dividend payers reside and discusses the impact of the ongoing trade dispute on his portfolio positioning. 
More
Continued signs of momentum in US stocks

by Jeremiah Buckley, CFA

4 months ago

​In this video update, Portfolio Manager Jeremiah Buckley says that, despite worries about a slowing economy, US companies could deliver growth a while longer.

More
Three key factors facing fixed income in 2019

by Nick Maroutsos

7 months ago
Nick Maroutsos, Co-Head of Global Bonds, shares his views on fixed income markets, discussing factors such as US interest rates and liquidity in 2019, as well any changes to portfolio strategy in the coming year.
More
Flexibility in a low yield world

by Andrew Mulliner, CFA

8 months ago
Andrew Mulliner, Portfolio Manager within Global Bonds shares his views on where we are in the economic cycle, pointing out that the rising rates environment is not a global phenomenon.
More
Asia: changing the game?

by Andrew Gillan

9 months ago
Asia is set to produce the next wave of disruptors. In this video, Andrew Gillan, Head of Asia ex Japan equities, and co-manager of Janus Henderson’s Asian growth strategy, explains how investors like himself are positioned to take advantage of the development.
More
How will ongoing interest rate divergence impact bond markets?

by Jenna Barnard, CFA

10 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.
More
Asia: Buoyed by positive dividend trends and resilience to global shocks

by Sat Duhra

10 months ago
Sat Duhra, Co-Portfolio Manager of the Asian Dividend Income strategy, discusses dividend trends, investment opportunities and risks in Asia and where the region is positioned relative to other emerging markets
More
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).

More
Essentials: Emerging Market Credit Strategy in three minutes

by 

1 year ago
Steve Drew, Head of Emerging Market Credit, introduces his strategy, highlighting the investment approach and philosophy, differentiators of the team’s investment style and why investors should consider an actively managed approach to investing in emerging market corporate bonds.
More
Emerging market credit in 2018: don’t underestimate China

by 

1 year ago
Steve Drew, Head of Emerging Market Credit, sees China’s ability to affect risk in markets not just as an Emerging Market (EM), but a global story. He explains why many of the key themes from past years are likely to dominate emerging markets again in 2018; however, the risks are now more balanced overall than this time last year.
More
European equities in 2018: disruptors, enablers and political risk

​Tim Stevenson and James Ross, portfolio managers in the Janus Henderson Pan European Equities Team, provide their views on 2017 and their outlook for 2018. They discuss the benefits of owning ‘disruptors’ in the market, the political risks that still remain a threat and areas that look to be promising for the future.

More
2018 Outlook for Asian Dividend Income: earnings growth to drive further gains

by Mike Kerley, Sat Duhra

1 year ago
Mike Kerley, Co-Manager of the Janus Henderson Asian Dividend Income Strategy along with Sat Duhra, provides the team’s outlook for 2018. The managers believe economic as well as corporate earnings growth should spur continued strength in Asian equities but are ever mindful of the risks; Mike also discusses how the team is positioned moving towards the new year.
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
EM Credit view - more of a carry-type year for the next six months

by 

1 year ago
Steve Drew, Head of Emerging Market Credit, explains why the current macro backdrop should continue to be benign for emerging markets, what his expectations are for returns in the next 12 months and where he sees the best investment opportunities.
More
What’s driving investor interest in the maturing Chinese bull market?

by Charlie Awdry, CFA

2 years ago
Charlie Awdry, China equities manager, shares his team’s findings from a recent research trip to China. He explains the reasons for upbeat sentiment surrounding the region and analyses the implications of recent developments as the bull market matures.
 
More
AI revolution

by Richard Clode, CFA

2 years ago
The Henderson Global Technology Team believes artificial intelligence (AI) is the next major transformative force in the evolution of technology. In this video recorded at a recent investment conference, Richard Clode, portfolio manager, discusses the concept of AI, why and how it is fuelling technology’s disruption of the old economy and the rationale for its attractive long-term potential.
More
A turning point for China’s SOEs?

by Charlie Awdry, CFA

2 years ago

​In this latest video update, China equities manager Charlie Awdry assesses an unexpected development during reporting season in China.

Charlie covers:

  • A new development in state-owned enterprises
  • The significance for foreign shareholders?
  • China’s bull market opportunity
More
Artificial intelligence: the next paradigm shift in technology

by Richard Clode, CFA

2 years ago
Recently returned from a US research trip, Richard Clode, portfolio manager within the Henderson Global Technology Team, discusses why artificial intelligence (AI) is the next secular growth theme in focus for the team. As AI begins to disrupt an increasing number of sectors, Richard believes the team will continue to find compelling investment opportunities and outlines why the long-term case for technology remains sound.
More
Reflation and rising rates: adjusting to the new normal

by Alex Crooke

2 years ago
In this video update, Alex Crooke, Head of Global Equity Income, explains the importance of adjusting to the ‘new normal’ and why dividend-paying equities are likely to perform well in a rising interest rate and reflationary environment.
More
Macroeconomic uncertainty a certainty for China in 2017

by Charlie Awdry, CFA

2 years ago
In this video, Charlie Awdry, China equities manager, provides a brief macro update. The start of 2017 has seen further Chinese government intervention in the currency markets and President Xi promoting globalisation at a time when other countries are becoming more inward looking. Charlie also discusses the indicators he is monitoring to ascertain the future shape of US-China relations under President Trump and why this year’s Party Congress could signal a spell of economic stability in the short term.
More

Important message