Investment insights

What do rising US interest rates mean for global equity income investors?

by Ben Lofthouse

6 days ago
In this video update, Ben Lofthouse, Global Equity Income portfolio manager, examines trends within equity markets year to date and how policy changes, including potential further US rate rises, could affect equity income investors.
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Is Europe just joining the party?

by Simon Rowe

2 weeks ago
The first half of 2017 has been very strong for European equities, with political uncertainty, the UK aside, subsiding and economic data improving. In this article, European equities manager Simon Rowe assesses the prospects for companies in the region in the second half of the year.
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India: country at a crossroads

by Michael Kerley, Sat Duhra

2 weeks ago

​Following a recent research trip to India, Sat Duhra, Co-Manager of the Asian Dividend Income Strategy with Mike Kerley, shares his thoughts on the key challenges currently facing the world’s most populous democracy.

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Essentials: the Janus Henderson Global Property Equities Strategy

by Guy Barnard

2 weeks ago
Guy Barnard, Co-Head of Global Property Equities, provides an introduction to the Global Property Equities Strategy. The high conviction, actively-managed strategy invests in listed property stocks and real estate investment trusts (REITs), and aims to deliver attractive total returns to investors over the long term.
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Global Snapshot

by 

2 weeks 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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Why is Europe a destination of choice for equity income opportunities?

by Alex Crooke, Ben Lofthouse

2 weeks ago

​​With investment strategies capable of delivering attractive income streams in high demand, Alex Crooke, Head of Global Equity Income, and Ben Lofthouse, Portfolio Manager, explain why Europe is currently their favoured region for dividend-paying companies. 

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Bill Gross video: Where next? Interpreting latest data reads

by Bill Gross

2 weeks ago

​In this video, Bill Gross, fixed income portfolio manager, outlines what he takes from the latest economic data reads from the US. Speaking to Bloomberg following the publication of the US employment report for June, Bill explains what this and other recent data may mean for the Federal Reserve, monetary policy and fixed income markets.

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Emerging Market Equities: the road less travelled

by Glen Finegan

3 weeks ago

​Glen Finegan, Head of the Edinburgh-based Emerging Market Equities team, discusses the importance of investing alongside controlling shareholders whose interests are aligned to your own, and how in China this leads the team to take a differentiated approach to investing.

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European property stocks: starting 2H 2017 on a solid footing

by Guy Barnard

3 weeks ago
In this video update, Guy Barnard, Co-Head of Global Property Equities and Manager of the Pan European Property Equities Strategy, discusses how a more favourable macroeconomic and political backdrop has supported the performance of European real estate stocks over the first half of 2017*. Guy’s outlook for the asset class remains constructive for the remainder of the year, and he also talks about the countries and sectors where the team is seeing the most attractive opportunities from a value and growth perspective.
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Tokyo election result: a silver lining for Japanese stocks?

by Yun Young Lee

3 weeks ago

​Yunyoung Lee, Japanese smaller companies portfolio manager, comments on the results of the recent local Tokyo election and its potential implications for investors.

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Global equities: what should you look for when buying a company?

by Ian Warmerdam

3 weeks ago

​The Janus Henderson Global Growth strategy has a strong long-term track record that is built upon a distinct approach to identifying attractive companies. Here, Ian Warmerdam and Steve Weeple, Head of and Investor Director on the Edinburgh-based Global Equities Team respectively, outline the key criteria that drive their approach. 

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Video: Latin America investing – the ‘risk’ business

by Nicholas Cowley

1 month ago
Latin America is a land of rich opportunity with its growing population and vast natural resources, but also a source of frustration, owing to its history of political troubles and hyperinflation. In this video update Nick Cowley, Portfolio Manager on the Emerging Market Equities Team, discusses how he and the team navigate these challenges, and profiles some of the strategy’s key holdings.
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Video: six key characteristics to narrow the global equities universe

by Gordon Mackay

1 month ago
In this video update, Gordon Mackay, Portfolio Manager on the Edinburgh-based Global Equities team, discusses the six key characteristics the team looks for to narrow the 16,000-strong global equities universe to those companies considered for inclusion in the Global Growth Strategy.

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Argentina: an improving economy and attractive yields

by Steve Drew

1 month ago

​Emerging Market (EM) credit has enjoyed strong year-to-date returns in 2017. Central banks have created a benign yield environment, driving many investors to reach for yield; many have found a home in EM credit, which has offered attractive yields with low volatility across a diverse opportunity set. As a result, the asset class has seen record inflows, with US$26.2 billion since the start of 2017 into EM hard currency credit — levels not seen in over five years.

In this article, Steve Drew, Head of Emerging Market Credit at Janus Henderson, focuses on Argentina and explains why he sees appealing investment opportunities within Argentinian corporates.

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EM Equities: corporate culture and its performance implications

by Stephen Deane

1 month ago
When investing in emerging markets (EM) it is always wise to question who owns a company, why they own it and how they operate. In this video update Portfolio Manager Stephen Deane examines what constitutes a good corporate culture and why it is important for investors to understand the attitudes and values of the organisation.
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China shares go mainstream: implications for investors

by Andrew Gillan

1 month ago

​Andrew Gillan, Head of Asia ex Japan Equities and Manager of the Asian Growth Strategy, explains the near-term impact of MSCI’s decision to include China A-shares in its benchmark emerging markets index.

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Quick view: MSCI decision to boost Chinese stocks

by Charlie Awdry

1 month ago

​Charlie Awdry, China equities manager, provides his views on the MSCI’s decision to include China A-shares in their Emerging Markets (EM) and All Country World (ACWI) indices.

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Positive on the Amazon deal: retail disruption accelerates

by Alison Porter

1 month ago

​Alison Porter, portfolio manager in the Edinburgh-based Global Technology Team, discusses the implications of Amazon’s recent announcement to acquire ‘healthier’ US-based supermarket chain Whole Foods, its largest deal ever at $13.7bn.

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Retail real estate in the US: survival of the fittest

by Greg Kuhl, Guy Barnard

1 month ago

​Guy Barnard, Co-Head of Global Property Equities, and Greg Kuhl, US property equities portfolio manager, discuss the transition of the US retail sector and where the resulting opportunities lie from a real estate perspective.

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What’s driving investor interest in the maturing Chinese bull market?

by Charlie Awdry

1 month ago
Charlie Awdry, China equities manager, shares his team’s findings from a recent research trip to China. He explains the reasons for upbeat sentiment surrounding the region and analyses the implications of recent developments as the bull market matures.
 
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