Investment insights

Essentials - Global Equities Strategy
In this 'Essentials' video, Ian Warmerdam, Head of the UK-based Global Equities Team, and Portfolio Managers Ronan Kelleher, Steve Weeple and Gordon Mackay, provide an introduction to the strategy they manage in Edinburgh.
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EM equities: positioning and opportunities (Q4 update)

by Glen Finegan

5 days 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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Positive indicators: what should investors expect from global equities?

by Alex Crooke

5 days ago

​In this video update, Alex Crooke, Head of Global Equity Income, provides an update on equity markets explaining why the current economic environment is providing a supportive backdrop for businesses and for equity investors.

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Global Snapshot

by 

1 week ago

​The Global Snapshot explores the themes driving markets, the trends to watch, market returns and metrics, and the UK-based Multi-Asset Team’s outlook for regions and sectors at quarter end.

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Euroland equities: beneficiaries of Brexit uncertainty?

by Nick Sheridan

2 weeks ago

​In this video, European equities manager Nick Sheridan discusses his thoughts on value in European markets, addressing the growth versus value debate, and why he thinks Brexit uncertainty represents an opportunity over the shorter term for Euroland-focused value managers.

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Essentials - the Global Emerging Market Equities Strategy
In this 'Essentials' video, Glen Finegan, Head of the UK-based Global Emerging Market Equities Team, and Portfolio Managers Nicholas Cowley and Stephen Deane, provide an introduction to the strategy they manage in Edinburgh.
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China’s industrial rebound

by Charlie Awdry, May Ling Wee

2 weeks ago

​​In this Q&A, China portfolio managers Charlie Awdry and May Ling Wee, discuss China’s unexpectedly strong economic growth this year, which has been driven by a robust pick up in industrials. They explain why sector reform and rising producer prices could turn this into a more sustainable trend.

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The case for Europe: economic stability?

by Nick Sheridan

2 weeks ago

Europe now looks to have achieved some level of economic stability after almost a decade of uncertainty, but this does not yet seem to have been reflected in the price of shares for companies in the region. This article, the first of three, addresses some of the major questions that investors may have, providing some thoughts about the improving state of the region’s economy and why Europe may continue to offer attractive value.

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Asian equities: market drivers and misconceptions

by Andrew Gillan

3 weeks ago

​Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager for the Asian Growth Strategy along with Mervyn Koh, provides an update on Asian equities and discusses how the strategy is positioned to take advantage of the most attractive investment opportunities available in the region. He also debunks some common misconceptions that investors have of investing in Asia.


 
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EM equities: why invest in family-controlled firms?

by Nicholas Cowley

3 weeks ago
In this video update, Nicholas Cowley, Portfolio Manager on the Global Emerging Market Equities team, discusses the team’s approach to investing in family-controlled businesses.
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Why the UK is currently a tough call for investors

by George Maris

3 weeks ago

​George Maris, portfolio manager in the Denver-based Global Equities Team, shares his views on the UK as economic growth lags and politicians are challenged to bolster a weakened economy.

 
 
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Japanese equities: snap election opportunity may strengthen Abenomics

by Junichi Inoue

3 weeks ago

​Junichi Inoue, Janus Henderson Head of Japanese Equities, provides his team’s views on Prime Minister Shinzo Abe’s recent announcement of a snap election and its potential implications for Japanese investors.

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Power, politics and intrigue in the run up to China’s Party Congress

by Charlie Awdry, May Ling Wee

3 weeks ago

​Charlie Awdry and May Ling Wee, China portfolio managers, discuss the significance of the upcoming 19th National Party Congress as well as the progress made in financial reform during President Xi’s first five-year term.

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German election: Merkel seeks new allies for her fourth term

by Tim Stevenson

3 weeks ago

​The German Federal election on 24 September saw Chancellor Merkel elected for her fourth term as leader of Europe’s economic powerhouse. But the vote was not without its dramas. In this article, European equities manager Tim Stevenson gives his views on what the election result means, both for Germany, and the wider EU project.

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Quick view: market implications of German election result

by Simon Ward

3 weeks ago

​Simon Ward, Chief Economist at Janus Henderson Investors, shares his views on the German federal election result, which reflected a shift right within German politics, and its ramifications for European monetary policy and markets.

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Fed signals additional tightening to come

by Darrell Watters

1 month ago

​Darrell Watters, Head of US Fundamental Fixed Income and fixed income portfolio manager, comments on the US Federal Reserve’s latest policy announcement and shares his views on future rate rises.

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Mitul Patel on CNBC: Bank of England needs to revisit balance sheet policy

by Mitul Patel

1 month ago

In an interview with CNBC, Mitul Patel, Head of Interest at Janus Henderson Investors, shares his views on the Bank of England’s balance sheet policy, the likelihood of higher rates in the UK and Governor Carney’s latest remarks on rising levels of neutral rates.

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EM Equities: where are the best opportunities?

by Nicholas Cowley

1 month ago
In this video update, Nicholas Cowley, Portfolio Manager on the Global Emerging Market Equities Team, discusses current market valuations and where the team are finding the best opportunities.
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EM Credit view - more of a carry-type year for the next six months

by Steve Drew

1 month ago
Steve Drew, Head of Emerging Market Credit, explains why the current macro backdrop should continue to be benign for emerging markets, what his expectations are for returns in the next 12 months and where he sees the best investment opportunities.
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Global equities: invest or avoid?

by Steve Weeple

1 month ago
In this video update, Steve Weeple, Portfolio Manager on the UK-based Global Equities Team, discusses how the team avoid short-term ‘market noise’ and focus on companies that offer the potential for sustainable growth driven by long-term secular trends.
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