Income key to UK commercial property returns

by Ainslie McLennan

3 weeks 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.
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Chinese equities: could 2019 see a much needed shake-out?

by Charlie Awdry

3 weeks 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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Global equities: Focus on predictable long-term trends

by Ian Warmerdam

3 weeks ago
Ian Warmerdam, Head of the Edinburgh-based Global Equities Team, believes that in 2019 and beyond investors should focus on companies with fundamental resilience and that are operating in end markets with long-term secular growth.
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Strategic Fixed Income: end of the cycle… are we there yet?

by Jenna Barnard, John Pattullo

3 weeks ago
With the markets finally coming round to the idea of the late-cycle stage in the economies, John Pattullo and Jenna Barnard, Co Heads of Strategic Fixed Income, share their thoughts on the subject, expanding on the risks and opportunities arising from this theme in 2019.
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Fundamentals are healthy but keeping the faith may be tested in 2019

by Paul O'Connor

3 weeks ago

​Paul O’Connor, head of the Janus Henderson Investors UK based Multi-Asset team, discusses 2019’s potential headwinds and tailwinds and how a multi-asset approach could help to smooth the ride for investors.

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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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Is Brexit uncertainty laying the foundations for future outperformance from UK equities?

by Stephen Payne

3 weeks ago

UK equity and bond Portfolio Manager Stephen Payne highlights the importance of stock selection and risk management during a period of significant uncertainty for the UK, in the lead-up to Brexit. He also covers the potential for UK market outperformance as we move further into 2019.

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Is Europe playing tortoise to the hare?

by John Bennett

3 weeks 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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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

1 month 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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Global markets offering attractive equity income opportunities

by Ben Lofthouse

1 month ago
Ben Lofthouse, Head of Global Equity Income, believes that while disruptors threaten a number of established sectors, significant value opportunities exist, with many good-quality companies offering compelling dividend yields.
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Essentials: Global Sustainable Equity

by Hamish Chamberlayne

1 month 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

2 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

2 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

2 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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Strategic Fixed Income: concoction of stress factors

by John Pattullo

2 months 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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Building beyond Brexit

by Ainslie McLennan

2 months ago
In this video update Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, assesses the outlook for the UK commercial property market, including potential Brexit implications.
 
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Keep Up! Technological disruption is accelerating

by Richard Clode

3 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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New Janus Henderson Global Dividend Index

by 

4 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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Building efficiency

by Ainslie McLennan

4 months ago

​Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, discusses the importance of a sustainable approach to investing in the UK commercial property market.

 
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