“The King is dead, long live the King!” – real estate and technology

by Guy Barnard, Tim Gibson

2 weeks ago

Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss how real estate is being reinvented and rejuvenated by rapid advances in technology and how their portfolios are actively positioned to gain from these evolving trends.

More
What does reform in China really mean for equity investors?

by Charlie Awdry, May Ling Wee

3 weeks 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.

More
Europe stakes its claim as the default diversifier to UK portfolios

by Tim Stevenson

1 month ago

​Tim Stevenson, Fund Manager of Henderson EuroTrust, discusses Europe’s credentials as a diversifier to UK portfolios.

More
Positive impact stocks - Global Sustainable Equity

by Hamish Chamberlayne

1 month 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.

More
Global Life Sciences: our approach to seeking innovators in cancer therapy

by Andy Acker

1 month ago
Follow Global Life Sciences Portfolio Manager Andy Acker and Research Analyst Dan Lyons as they visit biotechnology companies pursuing innovative platforms in which to provide new therapies for major diseases such as cancer.
More
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.

 
More
Technology disruption and acceleration: risks and opportunities

by Richard Clode

1 month 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. 
More
Are Chinese stocks now overvalued?

by Charlie Awdry

3 months ago

In this Q&A, Charlie Awdry, China equities portfolio manager, shares his thoughts on the sustainability of the strength of Chinese equities, rising foreign inflows into the market, as well as the market pullback experienced in early February.

More
Global equities: our approach to market unpredictability

by Steve Weeple

3 months ago
In this short video update, Portfolio Manager Steve Weeple explains that rather than being influenced by unpredictable short-term news flow and market moves, the Global Equities Team’s focus is on high-quality companies that are well placed to benefit from more predictable long-term societal and demographic trends.
More
Quick view: healthcare – Amazon’s next target?

Alison Porter, Graeme Clark, and Richard Clode, Portfolio Managers within the Janus Henderson Global Technology Team, provide their views on the news that Amazon, JP Morgan and Berkshire Hathaway are forming an alliance with the aim of lowering healthcare costs for the companies’ employees.

More
Alternative Investment Market (AIM) and Opportunities

by James Henderson

4 months ago

​​There are always money making investment opportunities waiting out in the market. It is only lack of imagination and idleness that stop us professional investment managers from taking them. This is a fact I have needed to remind myself about in recent months. The UK can appear depressing with the Brexit debate ratcheting up to the point of angry disagreement in which everyone will be a loser and where real wages are falling.  The large consumer stocks, property companies and utilities are facing strong headwinds with a slowdown in economic activity predicted. There is also the structural challenge caused by yesterday’s strong franchises rapidly being reduced to todays tired business models.

More
Transportation revolution: investing in the evolution of the automotive industry
Richard Clode, Graeme Clark and Alison Porter, portfolio managers in the UK-based Global Technology Team, discuss why transportation revolution is an exciting new investment theme within the team’s portfolios. The team explains how they are investing within this powerful secular growth theme, which is being driven by the convergence of artificial intelligence and the availability of vast amounts of data. 
More
The case for Europe: Is earnings growth back?

by Nick Sheridan

5 months ago

​Europe looks to have achieved some level of economic stability after almost a decade of uncertainty, but this has not yet been reflected in the share prices in the region. This article, the last of three, provides some insight into the case for higher earnings in Europe, and what this means for investors.

More
Questioning the Managers - Henderson Alternative Strategies Trust

by Ian Barrass, James de Bunsen

6 months ago
James and Ian discuss ‘dry powder’ cash sitting on the sidelines in private equity, the importance of fees in selecting funds, new investments, and the Trust’s upcoming continuation vote.
More
After a strong 2017, what is the outlook for technology stocks in 2018?

​Alison Porter, Graeme Clark and Richard Clode, portfolio managers in the UK-based Global Technology Team, share their outlook for 2018 and the reasons why they believe technology stocks have the potential to continue to outperform global equities in the long term.

More
Global equities: ‘predictable’ long-term trends key to sustainable growth

by Ian Warmerdam

6 months ago

​Ian Warmerdam, Head of the Edinburgh-based Global Equities Team, believes that in 2018 and beyond investors should focus on the more predictable long-term trends that are shaping equity markets.

More
EM equities in 2018: selectively balance opportunities & risks

by Glen Finegan

6 months ago

​Glen Finegan, Head of Global Emerging Market (EM) Equities, believes that for 2018 it is as important as ever not to compromise on quality, to maintain a long-term approach and to apply a strict valuation discipline. 

More
Europe in 2017: 'The' Investment

by Ollie Beckett

6 months ago

​Ollie Beckett discusses the switching of Europe’s fortunes and the value he finds in its smaller companies.

More
EM equities: Keeping it in the family

by Glen Finegan

7 months ago

​Glen Finegan, Head of Global Emerging Market Equities at Janus Henderson Investors, believes that family ties make for a formidable force in both business and investing.

More
What does President Xi's strengthened leadership position mean for investors?

by Charlie Awdry

7 months ago
In this video, Charlie Awdry, China equities portfolio manager, shares his conclusions from the 19th China Party Congress meeting and discusses the ramifications for investors.
 
More

Related funds

Important message