Type: OEIC/Unit trust

EM equities: less popular markets offer long-term opportunities

by Glen Finegan

1 year 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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UK Absolute Return: all eyes on currency

by Ben Wallace, Luke Newman

1 year ago

Luke Newman, Co-Manager of the UK Absolute Return strategy, believes that we may see a period of sustained market volatility through 2018. In this Q&A article, he highlights two key themes which may provide opportunities to equity long/short investors: currency fluctuations and over-indebtedness in the corporate sector.

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Global equities: focus on the predictable

by Ian Warmerdam

1 year 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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What does reform in China really mean for equity investors?

​Charlie Awdry and May Ling Wee, China equity managers, discuss the progress of political, business, financial and social reforms in China under President Xi’s leadership, and its implications for markets and investors.

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Amazon’s customer focus and investing for long-term growth should pay off

by Alison Porter

1 year ago

​Alison Porter, Global Technology equities portfolio manager, comments on Amazon’s most recent quarterly results, which continue to demonstrate the company’s strong position in its cloud infrastructure and paid subscription businesses, as well as growth opportunities in other areas such as advertising.

 

 
 
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EM equities: positioning and opportunities (Q2 2018 update)

by Glen Finegan

1 year ago

​Glen Finegan, Head of Global Emerging Market Equities, provides an update on the Janus Henderson Global Emerging Market Equities All-Cap Strategy, covering performance, investment activity, portfolio positioning and his outlook for the asset class.

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Has market volatility impacted global dividend growth expectations?

by Ben Lofthouse, CFA

1 year ago
In this video update Ben Lofthouse, Head of Global Equity Income, discusses the reasons behind the market rotation in a ‘fascinating’ Q1 2018, examines whether recent volatility has affected dividend growth expectations and provides his outlook for global equity income investors.
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Active management key to driving returns in Asia

by Andrew Gillan

1 year ago

​In this interview with Citywire Asia, Andrew Gillan, Head of Asia ex-Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the reasons for his positive view on the region as well as favoured countries and sectors.

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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 portfolio companies and prospective investable businesses. Here, they discuss the key takeaways from these trips.

 
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Australia, Canada and Sweden: save the last dance for me

by Jenna Barnard, CFA

1 year ago

​Jenna Barnard, Co-Head of Strategic Fixed Income at Janus Henderson Investors, explains the rationale for positioning around the team’s ‘divergent economies and monetary policies’ core theme. 

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What now for global equity income investors?

by Ben Lofthouse, CFA

1 year ago
In this video update Ben Lofthouse, Head of Global Equity Income, assesses markets from an income perspective, identifies where the team is finding the best opportunities and examines the outlook for dividend growth.
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Quick view: investors weigh Italian risks

by James de Bunsen, CFA

1 year ago

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

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Tech titans’ results continue to support the ‘technology flywheel’

​Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode, discuss how recent earnings announcements by Apple, Amazon, Alphabet (Google), Facebook and Microsoft highlight the team’s view that the technology sector continues to take share.

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Global equities: is cash still king?

by Gordon Mackay

1 year ago
In this video update, Global Equities Portfolio Manager Gordon Mackay explains that while cash still dominates when it comes to global payments, a number of companies are well placed to benefit from the growing trend away from cash to paperless payments. Gordon uses American Express as a working example of a company at the forefront of this trend and explains key considerations when assessing these kinds of opportunities.
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Quick Global Equity Income view: Anatomy of a sell-off

by Ben Lofthouse, CFA

1 year ago

​Ben Lofthouse, Head of the Janus Henderson Global Equity Income Team, examines the effects of the recent equity market sell-off on European cyclical and defensive stocks.

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EM equities: positioning and opportunities (Q1 2018 update)

by Glen Finegan

1 year ago

​Glen Finegan, Head of Global Emerging Market Equities, provides a detailed update on the Janus Henderson Emerging Market Equities Strategy, covering performance, investment activity, portfolio positioning and his outlook for the asset class.

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Inflation — the dog that never barks

by John Pattullo

1 year 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.

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Essentials: Strategic Fixed Income overview
In this ‘Essentials’ video, Co-Heads of the Strategic Fixed Income at Janus Henderson Investors, John Pattullo and Jenna Barnard, provide an overview of the team’s philosophy and approach to investments, while outlining the factors that differentiate their style from peers.
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Transportation revolution: investing in the evolution of the automotive industry
Richard Clode, Graeme Clark and Alison Porter, portfolio managers in the UK-based Global Technology Team, discuss why transportation revolution is an exciting new investment theme within the team’s portfolios. The team explains how they are investing within this powerful secular growth theme, which is being driven by the convergence of artificial intelligence and the availability of vast amounts of data. 
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Strategic Fixed Income: more divergence and disruptions in 2018

by Jenna Barnard, CFA

1 year 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.
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