Currents of disruption: rise of the drones provides tailwind for component makers

by Brad Slingerlend, Denny Fish

2 weeks ago

​Drones are quickly expanding beyond their traditional strongholds of the hobbyist and the military, with new applications creating a beneficial environment for component suppliers, say Brad Slingerlend and Denny Fish, portfolio managers in Janus Henderson's US-based Global Technology team.

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Keep Up! Technological disruption is accelerating

by Richard Clode

1 month 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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Catching the waves on Europe's rolling IPO market

by Ollie Beckett

1 month ago

​​Ollie Beckett, Fund Manager of TR European Growth Trust, shares some of the Trust’s recent success
stories from Europe’s IPO market  and explains why investors seeking growth might find Europe’s
small and mid-cap space attractive.

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Money Observer - 'Four Ms Checklist Maketh The Man' Featuring Neil Hermon

by Neil Hermon

2 months ago
​We would like to share a written article with you, concerning the Trust. We hope you enjoying reading!
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Positive impact stocks - Global Sustainable Equity

by Hamish Chamberlayne

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

by Andrew Gillan, Mervyn Koh

4 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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Global real estate: how can investors benefit from an evolving asset class?

by Guy Barnard, Tim Gibson

4 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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Change brings opportunity - Henderson Opportunities Trust

by James Henderson

4 months ago

James Henderson, Fund Manager for Henderson Opportunities Trust, explains why this period of change and uncertainty is a good opportunity for active UK stock pickers. ​

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No change: China consumer still going strong

by Charlie Awdry

4 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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China: strong stock selection key to success in 2018

by Charlie Awdry, May Ling Wee

4 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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Global technology: look beyond short-term volatility for long-term returns

​Global Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode, discuss the reasons for their positive view on tech stocks and share their outlook for the second half of 2018.

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EM equities: less popular markets offer long-term opportunities

by Glen Finegan

4 months ago

​​Glen Finegan, Head of Global Emerging Market Equities, believes that less popular markets such as South Africa offer better value than many Asian opportunities.

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Global equities: focus on the predictable

by Ian Warmerdam

4 months ago

​Ian Warmerdam, Head of Global Equities, believes that investors should avoid trying to predict economic cycles or market sentiment in the second half of 2018 and beyond. Instead Ian and his team believe the focus should be on long-term secular and more predictable trends that offer attractive end markets for companies to grow into.

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

by Guy Barnard, Tim Gibson

5 months 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.

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What does reform in China really mean for equity investors?

by Charlie Awdry, May Ling Wee

5 months 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.

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Europe stakes its claim as the default diversifier to UK portfolios

by Tim Stevenson

6 months ago

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

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

by Andy Acker

6 months 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.
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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.

 
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Technology disruption and acceleration: risks and opportunities

by Richard Clode

6 months 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. 
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Are Chinese stocks now overvalued?

by Charlie Awdry

7 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.

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