Type: SICAV

China: winning the weighting game

by Charlie Awdry, CFA

5 months ago

Charlie Awdry, China equities portfolio manager, discusses the implications of China A shares’ increased weighting in MSCI equity indices, and how this could lead to further foreign participation in China’s equity markets going forward. 

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Inflation: is that it?

by John Pattullo

7 months ago
John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors, which in his opinion, indicate that current inflation is much more cyclical than structural.
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High yield - navigating a slowdown

​Credit managers Tom Ross, Thomas Hanson and Seth Meyer contrast the current backdrop for high yield with previous tightening cycles, indicating that dispersion can be the friend of the active investor.

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Is Europe playing tortoise to the hare?

by John Bennett

9 months ago
European equities manager John Bennett gives his thoughts on a potential change in market leadership, following a lengthy period of outperformance for smaller and mid-sized growth stocks. He also considers the prospects for better performance from good quality European names that have been unfairly hit by negative market sentiment.
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EM equities: Selective opportunities in less popular markets
Glen Finegan and Ian Tabberer, respectively Head of and Portfolio Manager on the Global Emerging Market Equities Team, believe that South Africa offers compelling long-term opportunities for investors focused on valuation.
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Chinese equities: could 2019 see a much needed shake-out?

by Charlie Awdry, CFA

9 months ago
Chinese equity markets will be anything but dull in 2019, says Charlie Awdry, China equities portfolio manager, with plenty of opportunities for the active investor.
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Global equities: Focus on predictable long-term trends

by Ian Warmerdam

9 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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Strategic Fixed Income: end of the cycle… are we there yet?
With the markets finally coming round to the idea of the late-cycle stage in the economies, John Pattullo and Jenna Barnard, Co-Heads of Strategic Fixed Income, share their thoughts on the subject, expanding on the risks and opportunities arising from this theme in 2019.
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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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Fixed Income: a nimble approach needed in 2019

by Seth Meyer, CFA, Tom Ross, CFA

9 months ago
As the US Federal Reserve risks executing on an overly aggressive tightening path, and the economic and credit cycles continue to progress, Fixed Income Portfolio Managers Seth Meyer and Tom Ross highlight the importance of a nimble approach to fixed income.
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China: the next wave of tech disruptors

by Richard Clode, CFA

10 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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Keep Up! Technological disruption is accelerating

by Richard Clode, CFA

11 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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WeWork – a marriage made in heaven?

by Guy Barnard, CFA, Tim Gibson

11 months ago
‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the second article in the series, Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, explore WeWork, the flexible office space provider, and discuss the company’s role as both a landlord and a tenant from a real estate perspective. Tim also provides a video summary.
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EM equities: positioning and opportunities (Q3 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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Delivery and healthcare: Amazon continues to invest in long-term opportunities

by Alison Porter

1 year ago

​Alison Porter, Portfolio Manager on the Global Technology Team, discusses Amazon’s latest foray into the delivery and healthcare sectors and its implications for investors.

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Global Tech: the importance of navigating the hype cycle

by Graeme Clark

1 year 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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No change: China consumer still going strong

by Charlie Awdry, CFA

1 year ago
In this video, Charlie Awdry, China equities manager, discusses the impact of China A-shares’ inclusion into MSCI equity indices. Having recently returned from a research trip to China, he has observed continued strength in consumer demand and is looking to take advantage of elevated volatility in emerging markets to selectively add to positions.
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Global dividends make a strong start to 2018

by Ben Lofthouse, CFA

1 year ago

​​Ben Lofthouse, Head of Global Equity Income, discusses highlights and trends from the latest Janus Henderson Global Dividend Index, a long-term study into global dividend trends.

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Strategic Fixed Income: a big regime shift in inflation? No.
In this video, the Co-Heads of Strategic Fixed Income, John Pattullo and Jenna Barnard, share their assessment of the impact of rising inflation expectations in developed markets and whether higher inflation will take root.
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China: strong stock selection key to success in 2018

Charlie Awdry and May Ling Wee, China equity portfolio managers, provide a review of the market thus far in 2018 and discuss what may be in store for investors during the remainder of the year. 

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