Europe’s value & income opportunity

by Ben Lofthouse

1 day ago
In this video update Ben Lofthouse, Head of Global Equity Income (GEI), discusses the reasons behind the divergence in global equity markets, the impact this has had on equity income investors and where he sees value in the markets and opportunities for dividend growth.
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Quick view: market sell-off

by Andrew Jones, Jenna Barnard

6 days ago

​With markets selling off sharply in recent days, Jenna Barnard from the Strategic Fixed Income team and Andy Jones from the Global Equity Income team give their views on the drivers and implications.

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Strategic Fixed Income: concoction of stress factors

by John Pattullo

6 days 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).

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The liquidity cycle is turning

by Tim Winstone

1 week ago

Tim Winstone, credit portfolio manager, discusses the effect of central banks on liquidity within fixed income markets and whether an unwinding of quantitative easing is a cause for concern.
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Keep Up! Technological disruption is accelerating

by Richard Clode

1 month ago

​Converging trends are creating the perfect storm for further disruption in the technology sector. Richard Clode, Global Technology Portfolio Manager, comments on the opportunities that may lie ahead and how to avoid the potential pitfalls that the associated hype may bring. 

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How will ongoing interest rate divergence impact bond markets?

by Jenna Barnard

1 month 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.
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WeWork – a marriage made in heaven?

by Guy Barnard, Tim Gibson

1 month ago
‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the second article in the series, Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, explore WeWork, the flexible office space provider, and discuss the company’s role as both a landlord and a tenant from a real estate perspective. Tim also provides a video summary.
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EM equities: Notes from the road in India

by Stephen Deane

2 months ago

​​The Janus Henderson Global Emerging Market Equities Team recently visited Mumbai as part of a trip through India, Sri Lanka and the Middle East. Portfolio Manager Stephen Deane examines key findings, risks and opportunities from the trip.

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New Janus Henderson Global Dividend Index

by 

2 months ago

​Download Edition 19 of the Janus Henderson Global Dividend Index report for more insights and dividend trends from around the world.

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View from EM Credit desk: assessing the fallout from Turkey’s crisis

by Steve Drew

2 months ago

Steve Drew, Head of Emerging Market (EM) Credit, provides an update on the current situation in Turkey and shares the team’s views on what could lie in store for the country and the likelihood of contagion from the crisis to the rest of the globe.

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Investing amid the noise of trade wars

by Ben Lofthouse

3 months ago
Ben Lofthouse, Head of Global Equity Income at Janus Henderson, explains that diversifying among sectors, regions and currencies is crucial in order to weather the storm of trade wars.
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EM equities: positioning and opportunities (Q3 2018 update)

by Glen Finegan

3 months ago

​Glen Finegan, Head of Global Emerging Market Equities, provides an update on the Janus Henderson Global Emerging Market Equities All-Cap Strategy, covering performance, investment activity, portfolio positioning and his outlook for the asset class.

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Delivery and healthcare: Amazon continues to invest in long-term opportunities

by Alison Porter

3 months ago

​Alison Porter, Portfolio Manager on the Global Technology Team, discusses Amazon’s latest foray into the delivery and healthcare sectors and its implications for investors.

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Global Tech: the importance of navigating the hype cycle

by Graeme Clark

3 months ago
Graeme Clark, portfolio manager in Janus Henderson’s Global Technology Team, discusses the significance of understanding and analysing where a company sits on the hype cycle when investing in tech for the long term, and how this forms an integral part of the team’s investment process.
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Beyond politics: global opportunities in equity income

by Ben Lofthouse

3 months ago
With political wrangling influencing expectations, Ben Lofthouse, Head of Global Equity Income, discusses its effect on various sectors and investing styles in a short video update. Ben interprets the impacts to dividend-paying stocks and where his team continues to see opportunities.
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Global real estate: how can investors benefit from an evolving asset class?

by Guy Barnard, Tim Gibson

4 months ago

​Guy Barnard and Tim Gibson, Co-Heads of the Global Property Equities Team, provide a mid-year review of the market and outlook for the rest of the year, as well as share the sectors that garner their favour. 

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Asian equities: short-term wobbles but long-term investment case still sound

by Andrew Gillan, Mervyn Koh

4 months ago

​Andrew Gillan, Head of Asia ex Japan equities and Co-Manager of the Asian Growth Strategy, shares his expectations for the performance of Asian equities over the remainder of the year.

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Time to relearn a love for Europe?

by Tim Stevenson

4 months ago

​European equities manager Tim Stevenson makes the case for European equities as a long-term investment, despite the impact of ongoing geopolitical uncertainty on sentiment towards companies based in the region.

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Strategic Fixed Income — the turn of the global liquidity cycle

by Jenna Barnard

4 months ago
Jenna Barnard, Co-Head of Strategic Fixed Income, explains the team’s thinking on the bond markets, which revolves around the themes of interest rate divergence and US dollar strength.
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EM Equities: on the road in India

by Stephen Deane

4 months ago
In this video update, Stephen Deane, Portfolio Manager on the Global Emerging Market Equities Team, discusses a recent research trip to India, including the ongoing requirement for investment in infrastructure, the effects of demonetisation and where the team are finding investment opportunities.
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