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

by May Ling Wee, CFA

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

by Charlie Awdry, CFA

2 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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Quick view: Fed turns a page, cuts rates

by Nick Maroutsos

3 weeks ago

​Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s first rate cut in more than a decade and what it means 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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Global Sustainable Equity: news and opportunities (Q3 2019 update)

by Hamish Chamberlayne, CFA

1 month ago

​Hamish Chamberlayne, Portfolio Manager for the Janus Henderson Global Sustainable Equity Fund, discusses recent developments affecting the world of Sustainable & Responsible Investment (SRI), and the fund’s positioning, performance, and activity.

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Property: steady income and asset management initiatives

by Ainslie McLennan

1 month ago
In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines fund and UK commercial property market performance year to date. Ainslie also discusses portfolio positioning and her outlook for the asset class.
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Asian Credit: where returns may actually match risk

by Nick Maroutsos

1 month ago

​Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.

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Downturn implications and a reconvergence of rates

by Jenna Barnard, CFA

1 month 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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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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​Global equities: a disciplined approach to market uncertainty

by Steve Weeple

2 months ago

​In this Q&A, Portfolio Manager Steve Weeple discusses why the Janus Henderson Global Equities Team avoids trying to predict economic and political cycles or market sentiment. Instead they take a disciplined, long-term approach, seeking to invest in a portfolio of high-quality, growing companies that have the resilience to weather unforeseen events.

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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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Has the ‘Brexit effect’ left the UK just too unloved?

by Stephen Payne, ASIP

2 months ago

​Is there such a thing as irresistible value? In this article, Stephen Payne, lead manager on the Janus Henderson Cautious Managed Fund, picks four key charts and gives his view on the potential value in UK equities at present, in the face of ongoing Brexit uncertainty.

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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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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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The Fed’s decision: Steady rates today – but lower down the road?

by Nick Maroutsos

4 months ago

​Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s decision at its May policy meeting to keep rates steady and why the central bank’s next move could be a rate cut.

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Restricted area - the encroaching politicisation of central banks

by Nick Maroutsos

4 months ago

With central bank independence seeming to be under threat, Nick Maroutsos, Co-Head of Global Bonds at Janus Henderson Investors, explains that the distinction between central banks and politics is not clear cut.

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EM equities: positioning and opportunities (Q2 2019 update)

​The Janus Henderson Global Emerging Market Equities Team provides an update on the Janus Henderson Global Emerging Market Equities All-Cap Strategy, covering market performance, investment activity, portfolio positioning and their outlook for the asset class.

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