Regional focus: Pan-Europe

Catching the waves on Europe's rolling IPO market

by Ollie Beckett

2 weeks 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.

More
Strategic Fixed Income: a big regime shift in inflation? No.

by Jenna Barnard, John Pattullo

4 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.
More
Bond markets — expect a pickup in volatility

by Andrew Mulliner

4 months ago

​Andrew Mulliner, Portfolio Manager, highlights the developments in bond markets this year, explaining what he believes lies ahead, while pointing out major areas of focus in their portfolios for the rest of 2018.

More
Quick view: investors weigh Italian risks

by James de Bunsen

7 months ago

James de Bunsen, portfolio manager with Janus Henderson’s UK-based Multi-Asset Team, gives his view on the Italian election results.

More
Inflation — the dog that never barks

by John Pattullo

7 months ago

​The biggest surprise last year was not only the persistent mis-forecasting of bond yields but also the persistent mis-forecasting of inflation. John Pattullo, Co-Head of Strategic Fixed Income, looks at the underlying causes of why a lot of traditional economic models, assumptions and relationships do not seem to hold in this rather dystopian world in which we live.

More
The case for Europe: Is earnings growth back?

by Nick Sheridan

9 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
Strategic Fixed Income: more divergence and disruptions in 2018

by Jenna Barnard

10 months ago
Co-Head of Strategic Fixed Income, Jenna Barnard, looks back at 2017, while sharing her thoughts and views on the major themes likely to affect credit markets and the Strategic Fixed Income portfolios in the coming year.
More
European equities: will 2018 see a change in market leadership?

by John Bennett

10 months ago
John Bennett, Head of the Janus Henderson Pan European Equities Team, provides his thoughts on European markets in 2017 and his expectations for a change in leadership as we move into 2018.
More
Europe in 2017: 'The' Investment

by Ollie Beckett

10 months ago

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

More
The case for Europe: economic stability?

by Nick Sheridan

12 months ago

Europe now looks to have achieved some level of economic stability after almost a decade of uncertainty, but this does not yet seem to have been reflected in the price of shares for companies in the region. This article, the first of three, addresses some of the major questions that investors may have, providing some thoughts about the improving state of the region’s economy and why Europe may continue to offer attractive value.

More
German election: Merkel seeks new allies for her fourth term

by Tim Stevenson

1 year ago

​The German Federal election on 24 September saw Chancellor Merkel elected for her fourth term as leader of Europe’s economic powerhouse. But the vote was not without its dramas. In this article, European equities manager Tim Stevenson gives his views on what the election result means, both for Germany, and the wider EU project.

More
John Bennett: where next for European equities?

by John Bennett

1 year ago
In this video, John Bennett, Head of European Equities at Janus Henderson, assesses the drivers of the resurgence in European equities, and considers the prospects for future stock market performance in the region. He also outlines where he is seeing opportunities, including the European banking sector – a core theme in his strategy.
More
'Peak' everything?

by John Pattullo

1 year ago
A number of disruptive trends in the economy are reshaping the investment landscape. In this video summary and article, John Pattullo, Co-Head of Strategic Fixed Income, examines the various peaks and troughs in industries, markets and the economy, which, together with demographic trends and behavioural changes, are contributing to the current low growth, low inflation environment.
More
UK election: a political miscalculation

by James Ross

1 year ago

​European equities manager James Ross, who co-manages the Henderson Horizon Pan European Equities Fund alongside Tim Stevenson, gives an initial overview of what the surprise UK election result might mean for European equities investors.

More
UK election: market fall-out limited by hope of softer Brexit

by Simon Ward

1 year ago

​UK markets have weakened rather than plunged because the election result has mixed implications. The obvious negative aspect is the prospect of prolonged political uncertainty, with a severely weakened government limping towards a change of Conservative leadership and second election later in 2017.

Simon Ward, Chief Economist at Janus Henderson Investors, shares his views on the outcome of the election.

More
Meet the manager: John Bennett

by John Bennett

1 year ago
John Bennett, Head of European Equities, discusses some of the themes he expects to have a significant impact on Europe in the years ahead.

More
Credit markets: tactics for the seventh inning stretch?

by John Pattullo

1 year ago

​Bond markets seem to be frozen in time and the credit cycle, which has seemingly become stuck, could stay that way for a long time. John Pattullo, Co-Head of Strategic Fixed Income, explains the reasons why, and how to set about looking for returns in the low growth, low inflation world around us.

 
More
French election result: clouds clearing over Europe?

by Tim Stevenson

1 year ago

​European equities manager Tim Stevenson reviews the first round result of the French election, which saw political outsider Emmanuel Macron, founder of the ‘En Marche!’ movement, lead the polls.

More
Brexit – deal or no deal?

by Paul O'Connor

1 year ago
Paul O’Connor, Head of Multi-Asset, examines the implications of the UK triggering Article 50 of the Treaty of Lisbon, which formally begins the process of the UK’s withdrawal from the European Union (EU).
More
Europe in a world of “alternative facts”

by Tim Stevenson

1 year ago

​European equities manager Tim Stevenson discusses the uncertain political backdrop in Europe, and why ‘boring but reliable’ economic progress may spell good news for banks and recovery names in the region.

More

Important message