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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Strategic Fixed Income: a big regime shift in inflation? No.

by Jenna Barnard, John Pattullo

3 weeks ago
In this video, the Co-Heads of Strategic Fixed Income, John Pattullo and Jenna Barnard, share their assessment of the impact of rising inflation expectations in developed markets and whether higher inflation will take root.
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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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EM equities: less popular markets offer long-term opportunities

by Glen Finegan

3 weeks ago

​Glen Finegan, Head of Global Emerging Market Equities, believes that less popular markets such as South Africa offer better value than many Asian opportunities.

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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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Global equities: focus on the predictable

by Ian Warmerdam

3 weeks ago

​Ian Warmerdam, Head of Global Equities, believes that investors should avoid trying to predict economic cycles or market sentiment in the second half of 2018 and beyond. Instead Ian and his team believe the focus should be on long-term secular and more predictable trends that offer attractive end markets for companies to grow into.

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UK commercial property: asset management key to income-based returns

by Ainslie McLennan

3 weeks ago

​Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, believes that asset management will be the foundation to providing potential for rental and capital growth as we progress through 2018.

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Global equity income: good dividend growth expectations

by Ben Lofthouse

3 weeks ago

​Ben Lofthouse, Head of Global Equity Income, believes that, despite being in a rising interest rate environment, dividend growth expectations are good for 2018, buoyed by new tax legislation and the recovery in commodity prices.

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New Janus Henderson Global Dividend Index

by 

1 month ago

​Download Edition 18 of the Janus Henderson Global Dividend Index report for more insights and dividend trends from around the world.

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What does reform in China really mean for equity investors?

by Charlie Awdry, May Ling Wee

2 months ago

​Charlie Awdry and May Ling Wee, China equity managers, discuss the progress of political, business, financial and social reforms in China under President Xi’s leadership, and its implications for markets and investors.

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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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Essentials – UK commercial property

by Ainslie McLennan

2 months ago
In this 'Essentials' video Ainslie McLennan and Marcus Langlands Pearse, Co-Managers of the Janus Henderson UK Property PAIF, introduce their approach to the UK commercial property market and the fund they manage.
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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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Technology disruption and acceleration: risks and opportunities

by Richard Clode

2 months ago
In this video, Richard Clode, portfolio manager within the Global Technology Team, discusses how not keeping up with innovation and new technology may be shortening the lifespan of ‘blue chip’ stocks, as well as the key reasons why technology disruption is accelerating. He also talks about the transportation revolution, a key example of how a major industry is being disrupted with consequences and opportunities for incumbent and new companies. 
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Essentials: Janus Henderson Cautious Managed strategy

by Stephen Payne

3 months ago
In this ‘Essentials’ video, Stephen Payne, Co-Manager of the Janus Henderson Cautious Managed Fund, provides an introduction to the strategy, including how the investment team manages exposure to the different asset classes – equities, bonds and cash. This is a UK-focused fund, holding a combination of UK equities, plus bonds in any country.
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What now for global equity income investors?

by Ben Lofthouse

4 months ago
In this video update Ben Lofthouse, Head of Global Equity Income, assesses markets from an income perspective, identifies where the team is finding the best opportunities and examines the outlook for dividend growth.
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Quick view: investors weigh Italian risks

by James de Bunsen

4 months ago

James de Bunsen, portfolio manager with Janus Henderson’s UK-based Multi-Asset Team, gives his view on the Italian election results.

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UK underperforms, but pressures for change are building

by Stephen Payne

4 months ago

​Stephen Payne, co-manager of the Janus Henderson Cautious Managed Fund, provides the latest six-month update on the fund's performance, to the end of January 2018.

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