by Richard Clode
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.
by Jenna Barnard, John Pattullo
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.
Download Edition 19 of the Janus Henderson Global Dividend Index report for more insights and dividend trends from around the world.
by Hamish Chamberlayne
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.
by Graeme Clark
by Guy Barnard, Tim Gibson
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.
by Ben Lofthouse
Henderson International Income Trust's Fund Manager Ben Lofthouse gives his thoughts on where income opportunities are emerging amid global stock market volatility.
by Alison Porter, Graeme Clark, Richard Clode
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.
by Glen Finegan
Glen Finegan, Head of Global Emerging Market Equities, believes that less popular markets such as South Africa offer better value than many Asian opportunities.
by Paul O'Connor
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.
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.
by Andrew Mulliner
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.
by Ian Warmerdam
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.
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.
by Alex Crooke
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.
by Ben Lofthouse, Michael Kerley
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.
by Andrew Formica, Andy Acker, Hamish Chamberlayne, Richard Clode, Steve Weeple
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.
by Andy Acker
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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