Global equities: Avoid short-term market ‘noise’



In this short video update, Portfolio Manager Steve Weeple explains why the UK-based Global Equities Team seeks to remove the harmful influence of short-term distractions and pressures. Instead, their focus is on high-quality and growing companies that are benefiting from long-term secular trends1.
Key takeaways:

  • The Global Equities Team seeks to avoid harmful short-term distractions and pressures by taking a long-term approach
  • Strategy favours attractively-valued companies benefiting from predictable long-term secular growth trends, driven by innovation or demographics
  • Focuses on high-quality companies, exhibiting robust ESG2 characteristics, with the resilience to weather unforeseen events

1Secular trends include the ongoing shift from cash to paperless payments; the transformational effect of the internet; the ageing global demographic and the consequences this is likely to have for healthcare spend and innovation; the quest for greater energy efficiency across a wide range of industries; and the continued growth of the emerging market consumer.
2ESG: Environmental, social and governance

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

The information in this article does not qualify as an investment recommendation.

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