An American flavour to European high yield

​Tom Ross and Tim Winstone, Corporate Credit Portfolio Managers, explore the reasons why US companies are borrowing through European bond markets and why this creates potential opportunities for investors

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Quick view: Brexit end point remains unclear

by Ben Lofthouse

1 week ago

Ben Lofthouse, Head of Global Equity Income, assesses last night’s vote on Brexit in the UK by members of Parliament.

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Disruptive forces: automotive innovation

​The Janus Henderson Global Technology team discusses the latest technological advances set to disrupt the automotive sector after  visiting the Consumer Electronics Show in Las Vegas.

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Multi-Asset: Market Review and Outlook

by Paul O'Connor

1 month ago

Paul O’Connor, Head of Multi-Asset, discusses the events that have unfolded in the closing half of 2018 and how these are shaping his team’s outlook.

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Breaking down plastic pollution

by Hamish Chamberlayne, CFA

1 month ago

​Hamish Chamberlayne, Head of SRI, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.

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Macro signals — early signs often come from the ground

by John Pattullo

1 month ago

John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.

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Digital health: sales versus social impact
​Janus Henderson’s Global Technology team is actively engaged with its existing holdings on a range of Environmental Social and Governance (ESG) criteria in order to promote sustainable growth. Here, the team discusses how they were one of the first asset managers to engage with companies on the issues facing the video game industry.
 
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Digital Natives Come of Age

by Richard Clode, CFA

2 months ago
In this video, Richard Clode, Global Technology Portfolio Manager, talking at the Janus Henderson 2019 UK Investment Conference, describes how a convergence of technical trends and a digital generation ready to embrace change is likely to shape the future of companies.
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Quick view: Brexit vote

by Ben Lofthouse

2 months ago

​Ben Lofthouse, Head of Global Equity Income, provides his thoughts on the vote on Brexit by members of Parliament and the impact of the uncertainty that surrounds the UK’s future relationship with the European Union.  

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Brexit - now what?

by Paul O'Connor

3 months ago

​​Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, sifts through the highly complex range of Brexit scenarios following Theresa May's survival as party leader. 

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Global equities: Focus on predictable long-term trends

by Ian Warmerdam

4 months 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

4 months 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, CFA

4 months 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

4 months 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

5 months 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, CFA

5 months 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 

5 months 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, CFA

5 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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