Positive impact stocks - Global Sustainable Equity

by Hamish Chamberlayne

1 day 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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Global equities: our approach to market unpredictability

by Steve Weeple

1 week 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.
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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.

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Alternative Investment Market (AIM) and Opportunities

by James Henderson

1 month 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.

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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. 
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The case for Europe: Is earnings growth back?

by Nick Sheridan

2 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.

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Questioning the Managers - Henderson Alternative Strategies Trust

by Ian Barrass, James de Bunsen

3 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.
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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.

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

by Ian Warmerdam

3 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.

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EM equities in 2018: selectively balance opportunities & risks

by Glen Finegan

3 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. 

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Europe in 2017: 'The' Investment

by Ollie Beckett

3 months ago

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

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EM equities: Keeping it in the family

by Glen Finegan

4 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.

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

by Charlie Awdry

4 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.
 
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Quick view: Abe’s snap election a victory for Japanese stocks

by Yunyoung Lee

4 months ago

​Yunyoung Lee, Japanese Smaller Companies portfolio manager, provides his views on Shinzo Abe’s solid victory in the recent snap election and its implications for Japanese equities.

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Essentials - Global Equities Strategy
In this 'Essentials' video, Ian Warmerdam, Head of the UK-based Global Equities Team, and Portfolio Managers Ronan Kelleher, Steve Weeple and Gordon Mackay, provide an introduction to the strategy they manage in Edinburgh.
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Three pretty compelling reasons why investing in smaller firms can be more lucrative than large

by Neil Hermon

4 months ago

Neil Hermon discusses the merits of investing in smaller firms and the drivers behind potential outperformance.

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Essentials - the Global Emerging Market Equities Strategy
In this 'Essentials' video, Glen Finegan, Head of the UK-based Global Emerging Market Equities Team, and Portfolio Managers Nicholas Cowley and Stephen Deane, provide an introduction to the strategy they manage in Edinburgh.
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China’s industrial rebound

by Charlie Awdry, May Ling Wee

5 months ago

​​In this Q&A, China portfolio managers Charlie Awdry and May Ling Wee, discuss China’s unexpectedly strong economic growth this year, which has been driven by a robust pick up in industrials. They explain why sector reform and rising producer prices could turn this into a more sustainable trend.

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EM equities: why invest in family-controlled firms?

by Nicholas Cowley

5 months ago
In this video update, Nicholas Cowley, Portfolio Manager on the Global Emerging Market Equities team, discusses the team’s approach to investing in family-controlled businesses.
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Power, politics and intrigue in the run up to China’s Party Congress

by Charlie Awdry, May Ling Wee

5 months ago

​Charlie Awdry and May Ling Wee, China portfolio managers, discuss the significance of the upcoming 19th National Party Congress as well as the progress made in financial reform during President Xi’s first five-year term.

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Important message

Fund name changes

Please note that from the 15 December 2017 funds previously named Janus or Henderson have been renamed Janus Henderson. This change aligns our product names with our name, Janus Henderson Investors, following the merger of Janus Capital and Henderson Global Investors in May 2017.

This name change does not impact on the management of the underlying funds and investors and advisers are not required to take any action. This does not affect Janus Henderson’s range of investment trusts.