Global Sector Views: June 2019

by 

2 months ago

​​Carmel Wellso and the US-based Global Research team share their views on equity markets in the June 2019 edition of Global Sector Views.

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Do tariffs impact US small caps?

by Craig Kempler, CFA

2 months ago

​Small caps tend to earn a majority of their revenues domestically. Still, that may not insulate the stocks from the brunt of tariffs, says Craig Kempler, Portfolio Manager at Perkins Investment Management. This article gives his view on what investors can do.

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Value investing: back in favour?

by Alec Perkins

2 months ago

​Alec Perkins, Portfolio Manager for Perkins' Value Strategies, discusses the global themes he expects to impact markets, performance year to date, and why he believes a value-based approach to investing in US equities provides compelling long-term opportunities.

 
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US value: The case for defensive quality

by Alec Perkins, Ted Thome, CFA

3 months ago

Despite the recent long run from growth and momentum investing, mean reversion is inevitable. In this article, Ted Thome and Alec Perkins, Portfolio Managers at Perkins Investment Management*, consider the prospects for value, following a decade-long bull market for growth and momentum strategies, and outline how they think wary investors can best avoid the value trap.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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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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The booming US stock market … will it last?

by Greg Kolb, CFA

3 months ago

Knowing when and where to act is never easy, when it comes to investing, In this article, Gregory Kolb, Chief Investment Officer at Perkins Investment Management*, looks at the drivers driving the long US bull market, and considers the strategies that investors might use in a world where lower returns are perhaps more likely than in the recent past.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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Low carbon investing - win/win?

by Hamish Chamberlayne, CFA

3 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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Yield curve inversion and the mining sector… fear not

by Tal Lomnitzer

3 months ago

US Treasury spreads are at their lowest level in more than a decade and an inverted US yield curve is typically a precursor of a recession. Given the mining sector’s sensitivity to economic growth prospects, this could be seen as a harbinger of underperformance. Tal Lomnitzer, Senior Investment Manager in the Janus Henderson Global Natural Resources Team, explains why they are not concerned.

 
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China’s disruptive internet companies

by Richard Clode, CFA

4 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

4 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 Technology: look beyond the volatility

by Richard Clode, CFA

5 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 James Ross, CFA

5 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

5 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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Asian equities: turnaround drivers

by Andrew Gillan

5 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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Go with the flow in life, not when investing

by Greg Kolb, CFA

5 months ago

What works in one sphere of life may not in another, and so it is with investing. In this article, Gregory Kolb, Chief Investment Officer at Perkins Investment Management*, considers the importance of taking an independent view, based on data, rather than following the prevailing market view. He also argues the potential benefits of a balanced portfolio at times of higher market uncertainty.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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Breaking down plastic pollution

by Hamish Chamberlayne, CFA

6 months ago

​Hamish Chamberlayne, Head of SRI, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.

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Charlie Awdry: notes from the road

by Charlie Awdry, CFA

6 months ago

Charlie Awdry, China equities portfolio manager, gives a first-hand insight into the culture, company dynamics and consumer trends experienced during his recent research trip to China.

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Digital Natives Come of Age

by Richard Clode, CFA

6 months ago
In this video, Richard Clode, Global Technology Portfolio Manager, talking at the Janus Henderson 2019 UK Investment Conference, describes how a convergence of technical trends and a digital generation ready to embrace change is likely to shape the future of companies.
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Don’t buy the dip, buy bargains

by Greg Kolb, CFA

8 months ago

A ‘buy the dip’ strategy has worked well for many investors over the past decade, but are investors too trusting of market forecasts? In this article, Gregory Kolb, Chief Investment Officer at Perkins Investment Management*, considers whether investors should take the risk of trying to time a change in market direction.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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European video outlook: investor positioning will matter in 2019

by John Bennett

8 months ago
Is it a good time to look at Europe for bargains? In this video, John Bennett, Director of European Equities at Janus Henderson, considers the case for active management in Europe in 2019. He also discusses why he thinks investors should remember the importance of ‘quaint’, old-fashioned metrics like valuation, cash flow and balance sheets.
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