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

by Charlie Awdry, CFA

1 month 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.

More
Property: steady income and asset management initiatives

by Ainslie McLennan

2 months 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.
More
Has the ‘Brexit effect’ left the UK just too unloved?

by Stephen Payne, ASIP

3 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.

More
Do you remember the Great Financial Crisis?

by John Pattullo

3 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.

More
A change of flow in global water

by George Crowdy, CFA

3 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.
More
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.

More
China’s disruptive internet companies

by Richard Clode, CFA

5 months 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.
More
Quick view: Brexit end point remains unclear

by Ben Lofthouse, CFA

6 months ago

Ben Lofthouse, Head of Global Equity Income, assesses last night’s vote on Brexit in the UK by members of Parliament.

More
Disruptive forces: automotive innovation

​The Janus Henderson Global Technology team discusses the latest technological advances set to disrupt the automotive sector after  visiting the Consumer Electronics Show in Las Vegas.

More
Change in pricing approach for UK Property PAIF / Feeder Fund

by 

7 months ago
In this video update, Simon Hillenbrand, Head of UK Retail, summarises why the Janus Henderson UK Property PAIF and its Feeder Fund will change from being dual priced on a quoted-spread basis to being dual priced on a full-spread basis, with effect from 25 March 2019. Meanwhile, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, provides an update on portfolio positioning and her outlook for the asset class.
More
Breaking down plastic pollution

by Hamish Chamberlayne, CFA

7 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.

More
Retail: adapting to change

by Ainslie McLennan

7 months ago

​​Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines the structural changes taking place within retail and the impact on physical bricks and mortar stores.

More
Macro signals — early signs often come from the ground

by John Pattullo

7 months ago

John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.

More
Digital health: sales versus social impact
​Janus Henderson’s Global Technology team is actively engaged with its existing holdings on a range of Environmental Social and Governance (ESG) criteria in order to promote sustainable growth. Here, the team discusses how they were one of the first asset managers to engage with companies on the issues facing the video game industry.
 
More
Charlie Awdry: notes from the road

by Charlie Awdry, CFA

7 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.

More
Digital Natives Come of Age

by Richard Clode, CFA

7 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.
More
Property: understand what you own

by Ainslie McLennan

8 months ago
In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, discusses the key factors that UK commercial property investors should consider in 2019 and beyond. Ainslie also explains how the fund is positioned.
More
Quick view: Brexit vote

by Ben Lofthouse, CFA

8 months ago

​Ben Lofthouse, Head of Global Equity Income, provides his thoughts on the vote on Brexit by members of Parliament and the impact of the uncertainty that surrounds the UK’s future relationship with the European Union.  

More
Is Europe playing tortoise to the hare?

by John Bennett

10 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.
More
Income key to UK commercial property returns

by Ainslie McLennan

10 months ago
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, believes that income will remain a key driver of returns from UK commercial property in 2019 and beyond, while the most important opportunities to enhance value are likely to be based around asset management.
More

Related funds

Important message