Type: SICAV

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 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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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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‘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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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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Global Tech: the importance of navigating the hype cycle

by Graeme Clark

5 months ago
Graeme Clark, portfolio manager in Janus Henderson’s Global Technology Team, discusses the significance of understanding and analysing where a company sits on the hype cycle when investing in tech for the long term, and how this forms an integral part of the team’s investment process.
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Global real estate: how can investors benefit from an evolving asset class?

by Guy Barnard, Tim Gibson

6 months ago

​Guy Barnard and Tim Gibson, Co-Heads of the Global Property Equities Team, provide a mid-year review of the market and outlook for the rest of the year, as well as share the sectors that garner their favour. 

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Asian equities: short-term wobbles but long-term investment case still sound

by Andrew Gillan, Mervyn Koh

6 months ago

​Andrew Gillan, Head of Asia ex Japan equities and Co-Manager of the Asian Growth Strategy, shares his expectations for the performance of Asian equities over the remainder of the year.

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No change: China consumer still going strong

by Charlie Awdry

6 months 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

6 months 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

6 months 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

6 months 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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