Asset class: Equities

China’s disruptive internet companies

by Richard Clode, CFA

6 days 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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Breaking down plastic pollution

by Hamish Chamberlayne, CFA

2 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

2 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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Video: an introduction to Henderson EuroTrust plc

by Jamie Ross, CFA

2 months ago
Fund Manager James Ross introduces Henderson EuroTrust, explaining its investment objective and how the team works towards achieving this.
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Digital Natives Come of Age

by Richard Clode, CFA

3 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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Is Europe playing tortoise to the hare?

by John Bennett

5 months ago
European equities manager John Bennett gives his thoughts on a potential change in market leadership, following a lengthy period of outperformance for smaller and mid-sized growth stocks. He also considers the prospects for better performance from good quality European names that have been unfairly hit by negative market sentiment.
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Chinese equities: could 2019 see a much needed shake-out?

by Charlie Awdry

5 months ago
Chinese equity markets will be anything but dull in 2019, says Charlie Awdry, China equities portfolio manager, with plenty of opportunities for the active investor.
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US equities: staying focused on secular growth

by Doug Rao

5 months ago
As interest rates and inflation pressures climb, Portfolio Manager, Doug Rao, says it is becoming all the more important to focus on companies with secular tailwinds, pricing power and competitive advantages.
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Technology: disruption at a deeper level in 2019?
US/China trade friction is symptomatic of a deeper confrontation that has technology at its core, say Richard Clode, Alison Porter and Graeme Clark, Global Technology Portfolio Managers. The pathway to a denouement and the direction of the yield curve should shape global technology equity markets in 2019.
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Technology sector and benchmark changes – what does it mean for investors?
With MSCI reclassifying Technology sector constituents at the end of November, Richard Clode, Alison Porter and Graeme Clark, portfolio managers in the UK-based Janus Henderson Global Technology Team, explain why the new index is not fit for purpose, what the change means for investors and the adjustment being made by the team at a benchmark level.​ 
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UK equities: unloved but undervalued?

by Laura Foll, CFA

5 months ago

​In this video update Laura Foll, co-manager of the Janus Henderson UK Equity Income & Growth Fund, discusses the recent underperformance of the UK equity market, the implications for the portfolio and positioning as we head towards 2019.

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Essentials: Global Sustainable Equity

by Hamish Chamberlayne, CFA

6 months ago
In this Essentials video, meet Janus Henderson’s Global Sustainable Equity Team. Portfolio Manager Hamish Chamberlayne and the team introduce the key differentiators of the strategy, the overarching megatrends that influence their investment approach and the importance of investing through the lens of sustainability.
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‘The only thing that is constant is change’

by Andrew Gillan

6 months ago

​Disruption is a constant process and any successful investment strategy must take this into account. Andrew Gillan, Head of Asia ex-Japan Equities at Janus Henderson Investors, discusses the opportunities that disruption can offer in the Asia region.

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China: the next wave of tech disruptors

by Richard Clode, CFA

6 months ago
Chinese companies continue to disrupt the technology market. In this video, Richard Clode, Portfolio Manager in the Janus Henderson Global Technology team, discusses his recent trip to China where he met the next wave of disruptors in the sector.
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The Chinese disruption paradox

by Charlie Awdry

6 months ago
Innovative internet companies are highly disruptive and increasingly dominant within the Chinese economy but they are regulated by the Communist Party, which perceives disruption to be a threat to the status quo. In this video update, Charlie Awdry discusses the interesting implications of this dynamic for investing in China.
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Currents of disruption: rise of the drones provides tailwind for component makers

by Denny Fish

7 months ago

​Drones are quickly expanding beyond their traditional strongholds of the hobbyist and the military, with new applications creating a beneficial environment for component suppliers, says Denny Fish, portfolio manager in Janus Henderson's US-based Global Technology team.

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Sharing the spoils of global income markets

by 

7 months ago

​Ben Lofthouse, Fund Manager of Henderson International Income Trust, shares his view of overseas income markets and the momentum behind global dividends growth.

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Keep Up! Technological disruption is accelerating

by Richard Clode, CFA

7 months 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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Catching the waves on Europe's rolling IPO market

by Ollie Beckett

7 months ago

​​Ollie Beckett, Fund Manager of TR European Growth Trust, shares some of the Trust’s recent success
stories from Europe’s IPO market  and explains why investors seeking growth might find Europe’s
small and mid-cap space attractive.

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Money Observer - 'Four Ms Checklist Maketh The Man' Featuring Neil Hermon

by Neil Hermon

8 months ago
​We would like to share a written article with you, concerning the Trust. We hope you enjoying reading!
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