by Gordon Mackay, Ian Warmerdam, Steve Weeple, Ronan Kelleher
by Glen Finegan
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.
by Alex Crooke
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.
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.
by Nick Sheridan
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.
by Stephen Deane, Glen Finegan, Nicholas Cowley
by Charlie Awdry, May Ling Wee
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.
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.
by Andrew Gillan
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.
by Nicholas Cowley
by George Maris
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.
by Junichi Inoue
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.
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.
by Tim Stevenson
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.
by Simon Ward
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.
by Darrell Watters
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.
by Mitul Patel
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.
by Steve Drew
by Steve Weeple