Global equities: Focus on predictable long-term trends

by Ian Warmerdam

2 weeks 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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Fundamentals are healthy but keeping the faith may be tested in 2019

by Paul O'Connor

2 weeks 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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SRI Outlook: innovation and opportunity go hand in hand

by Hamish Chamberlayne

2 weeks ago

​Hamish Chamberlayne, Head of Socially Responsible Investment, expects continued uptake of sustainability issues by companies, investors and active managers.

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Technology sector and benchmark changes – what does it mean for investors?
With MSCI reclassifying Technology sector constituents at the end of November, Richard Clode, Alison Porter and Graeme Clark, portfolio managers in the UK-based Janus Henderson Global Technology Team, explain why the new index is not fit for purpose, what the change means for investors and the adjustment being made by the team at a benchmark level.​ 
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Global markets offering attractive equity income opportunities

by Ben Lofthouse

1 month ago
Ben Lofthouse, Head of Global Equity Income, believes that while disruptors threaten a number of established sectors, significant value opportunities exist, with many good-quality companies offering compelling dividend yields.
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Smart devices in diabetes: improving clinical outcomes and enhancing lifestyle

by Andy Acker, CFA, Ethan Lovell

1 month ago
Janus Henderson Client Portfolio Manager and type 1 diabetic Jen Nichols describes how new smart medical technology has helped her to train for and compete in ultra-marathons. Global Life Sciences Portfolio Manager Ethan Lovell discusses the opportunities that breakthrough medical devices present to investors.
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Essentials: Global Sustainable Equity

by Hamish Chamberlayne

1 month ago
In this Essentials video, meet Janus Henderson’s Global Sustainable Equity Team. Portfolio Manager Hamish Chamberlayne and the team introduce the key differentiators of the strategy, the overarching megatrends that influence their investment approach and the importance of investing through the lens of sustainability.
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The sell-off culprit: real rates

by Ashwin Alankar, PhD

1 month ago

​Global Head of Asset Allocation, Dr Ash Alankar, explains why real rates are behind recent bond and stock market volatility.

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China: the next wave of tech disruptors

by Richard Clode

2 months ago
Chinese companies continue to disrupt the technology market. In this video, Richard Clode, Portfolio Manager in the Janus Henderson Global Technology team, discusses his recent trip to China where he met the next wave of disruptors in the sector.
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Why should investors still consider Europe?

by 

2 months ago
In this video update, Alex Crooke, Co-Head of Equities, provides a broad overview of global equity markets and reflects on the chances of markets rebalancing following significant US equity outperformance. Alex also examines some of the issues facing Europe, including Brexit, and why equity investors should still consider the region.
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Sharing the spoils of global income markets

by Ben Lofthouse

3 months ago

​Ben Lofthouse, Fund Manager of Henderson International Income Trust, shares his view of overseas income markets and the momentum behind global dividends growth.

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Keep Up! Technological disruption is accelerating

by Richard Clode

3 months 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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Structural change, disinflation and 'Amazonisation'

by Jenna Barnard, John Pattullo

4 months ago

​Serial disruptors like Amazon are shaping the economic transformation that is taking place before us. John Pattullo, co-fund manager of Henderson Diversified Income Trust, explains how investors can be on the right side of change.

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New Janus Henderson Global Dividend Index

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4 months ago

​Download Edition 19 of the Janus Henderson Global Dividend Index report for more insights and dividend trends from around the world.

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Positive impact stocks - Global Sustainable Equity

by Hamish Chamberlayne

5 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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Global Tech: the importance of navigating the hype cycle

by Graeme Clark

5 months ago
Graeme Clark, portfolio manager in Janus Henderson’s Global Technology Team, discusses the significance of understanding and analysing where a company sits on the hype cycle when investing in tech for the long term, and how this forms an integral part of the team’s investment process.
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Global real estate: how can investors benefit from an evolving asset class?

by Guy Barnard, Tim Gibson

5 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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The Opportunities in Volatility - Henderson International Income Trust

by Ben Lofthouse

6 months ago

​Henderson International Income Trust's Fund Manager Ben Lofthouse gives his thoughts on where income opportunities are emerging amid global stock market volatility.

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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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