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.

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Removal of the performance fee for certain funds

by 

1 month ago

Information about the removal of performance fees from four funds within the Janus Henderson Horizon Fund (SICAV), effective 1 July 2019.

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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.

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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.
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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.

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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.
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An American flavour to European high yield

​Tom Ross and Tim Winstone, Corporate Credit Portfolio Managers, explore the reasons why US companies are borrowing through European bond markets and why this creates potential opportunities for investors

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Fascinated by income

by Tom Ross, CFA

6 months ago

​Tom Ross, corporate credit portfolio manager, looks at the idiosyncrasies of the European high yield bond market, one of the last bastions of income in a yield-starved world.

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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.

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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.

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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.

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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.

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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.
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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.  

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

by Charlie Awdry, CFA

10 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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Global equities: Focus on predictable long-term trends

by Ian Warmerdam

10 months 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?
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

10 months 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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