Asset class: Equities

Change brings opportunity - Henderson Opportunities Trust

by James Henderson

5 days ago

James Henderson, Fund Manager for Henderson Opportunities Trust, explains why this period of change and uncertainty is a good opportunity for active UK stock pickers. ​

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The Opportunities in Volatility - Henderson International Income Trust

by Ben Lofthouse

5 days ago

​Henderson International Income Trust's Fund Manager Ben Lofthouse gives his thoughts on where income opportunities are emerging amid global stock market volatility.

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No change: China consumer still going strong

by Charlie Awdry

3 weeks ago
In this video, Charlie Awdry, China equities manager, discusses the impact of China A-shares’ inclusion into MSCI equity indices. Having recently returned from a research trip to China, he has observed continued strength in consumer demand and is looking to take advantage of elevated volatility in emerging markets to selectively add to positions.
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The opportunities in volatility - Henderson International Income Trust

by Ben Lofthouse

3 weeks ago

​Henderson International Income Trust’s Fund Manager Ben Lofthouse gives his thoughts on where income opportunities are emerging amid global stock market volatility.

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China: strong stock selection key to success in 2018

by Charlie Awdry, May Ling Wee

3 weeks ago

Charlie Awdry and May Ling Wee, China equity portfolio managers, provide a review of the market thus far in 2018 and discuss what may be in store for investors during the remainder of the year. 

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European equities: is stock dispersion back with a bang?

by John Bennett

3 weeks ago

​Are we finally seeing a challenge to market leadership in Europe? Here, John Bennett, Head of European Equities, reviews the first six months of the year, addressing some of the factors behind his view that 2018 will be a year for stock selection, rather than significant sector decisions.

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Global technology: look beyond short-term volatility for long-term returns

​Global Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode, discuss the reasons for their positive view on tech stocks and share their outlook for the second half of 2018.

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Global SRI: spotlight shines on sustainability

by Hamish Chamberlayne

3 weeks ago

​Hamish Chamberlayne, Portfolio Manager for Janus Henderson’s Global Sustainable Equity Strategy, discusses 2018’s news flow and the long-term trends that are shaping his investing.

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Finding value in American growth - The Bankers Investment Trust

by Alex Crooke

1 month ago

​​Last year saw global growth accelerate at its fastest pace since the financial crisis as this long-running bull market defied expectations and found another gear. It was a period of synchronised global growth reminiscent of yesteryear – a brief boon for global stock market investors. But with growth inevitably cooling in 2018, the challenge now is to assess where the momentum is strongest and which firms are going to thrive.

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Trust TV: Global Income Investing Webinar

by Ben Lofthouse, Michael Kerley

1 month ago
 

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Longer life

​With global life expectancy continuing to rise, five leading thinkers at Janus Henderson explain where they see the risks and opportunities associated with this important future trend.

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Why the Tiger economies are poised to pounce

by Michael Kerley

2 months ago

​Mike Kerley, Fund Manager of Henderson Far East Income Ltd and Director of Pan Asian Equities at Janus Henderson Investors discusses how local Asian companies are challenging multinational brands and driving growth across the region.

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Europe stakes its claim as the default diversifier to UK portfolios

by Tim Stevenson

2 months ago

​Tim Stevenson, Fund Manager of Henderson EuroTrust, discusses Europe’s credentials as a diversifier to UK portfolios.

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Positive impact stocks - Global Sustainable Equity

by Hamish Chamberlayne

2 months ago

Hamish Chamberlayne, manager of the Janus Henderson Global Sustainable Equity Fund, explains his team's approach to stock selection. This document introduces stocks favoured by the team, with an explanation of the positive environmental and/or social impact that has been identified for each company.

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Global Life Sciences: our approach to seeking innovators in cancer therapy

by Andy Acker

2 months ago
Follow Global Life Sciences Portfolio Manager Andy Acker and Research Analyst Dan Lyons as they visit biotechnology companies pursuing innovative platforms in which to provide new therapies for major diseases such as cancer.
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Tech stocks: solid demand underpins positive outlook

​Recently back from the US West Coast on separate research trips, Global Technology portfolio managers Alison Porter and Graeme Clark met with companies invested in and prospective investable businesses. Here, they discuss the key takeaways from these trips.

 
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Are Chinese stocks now overvalued?

by Charlie Awdry

4 months ago

In this Q&A, Charlie Awdry, China equities portfolio manager, shares his thoughts on the sustainability of the strength of Chinese equities, rising foreign inflows into the market, as well as the market pullback experienced in early February.

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Ten themes for sustainable investing

by Hamish Chamberlayne

4 months ago
Hamish Chamberlayne, Portfolio Manager with Janus Henderson’s Global SRI Team, details the ten sustainability themes – five environmental and five social – that guide the generation of the team's investment ideas.
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Exploring sustainable investment

by Hamish Chamberlayne

4 months ago
In this video presentation, Hamish Chamberlayne, Portfolio Manager within Janus Henderson's Global Sustainable and Responsible Investment Team, discusses the myths and realities of sustainable investment. He explains why he thinks environmental and social megatrends will accelerate the transition to a low carbon economy and explores some of the investment areas that stand to be disrupted.
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Quick view: Amazon takes on healthcare

by 

5 months ago

Rich Carney, Healthcare Services Analyst with the US-based Janus Henderson Healthcare Sector Team, responds to news that Amazon, Berkshire Hathaway, and JPMorgan Chase plan to form an independent healthcare company to lower costs for their employees.

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