Keep Up! Technological disruption is accelerating

by Richard Clode

4 days 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

1 month 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

by 

1 month 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

2 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

3 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

3 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

3 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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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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Multi-Asset: the return of ‘normal’?

by Paul O'Connor

4 months ago

Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, outlines his view on the events of 2018 thus far and gives his outlook for different asset classes.

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Global SRI: spotlight shines on sustainability

by Hamish Chamberlayne

4 months ago

​Hamish Chamberlayne, Portfolio Manager for Janus Henderson’s Global Sustainable Equity Strategy, discusses 2018’s news flow and the long-term trends that are shaping his investing.

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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.

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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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Global equity income: good dividend growth expectations

by Ben Lofthouse

4 months ago

​Ben Lofthouse, Head of Global Equity Income, believes that, despite being in a rising interest rate environment, dividend growth expectations are good for 2018, buoyed by new tax legislation and the recovery in commodity prices.

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Finding value in American growth - The Bankers Investment Trust

by Alex Crooke

4 months ago

​​Last year saw global growth accelerate at its fastest pace since the financial crisis as this long-running bull market defied expectations and found another gear. It was a period of synchronised global growth reminiscent of yesteryear – a brief boon for global stock market investors. But with growth inevitably cooling in 2018, the challenge now is to assess where the momentum is strongest and which firms are going to thrive.

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Trust TV: Global Income Investing Webinar

by Ben Lofthouse, Michael Kerley

4 months ago
Watch Fund Managers Ben Lofthouse and Mike Kerley answer investors’ questions during the first episode of Trust TV. Questions ranged from Trump’s foreign policy to India’s infrastructure and China’s changing business landscape, with a focus on global income opportunities.
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“The King is dead, long live the King!” – real estate and technology

by Guy Barnard, Tim Gibson

4 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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Longer life

​With global life expectancy continuing to rise, five leading thinkers at Janus Henderson explain where they see the risks and opportunities associated with this important future trend.

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

by Andy Acker

5 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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