What are the characteristics of a company potentially capable of generating reliable growth year after year? Here, Jamie Ross, manager of the Janus Henderson Horizon Pan European Equity Fund, gives insight into the team’s investment process, designed to identify good quality businesses capable of delivering sustainable and high returns over time.
Asia – beyond the trade war
Andrew Gillan, Head of Asia Pacific ex Japan Equities and Co-Manager of the Asian Growth portfolio, discusses why he believes investors should remain invested in Asia despite the short-term challenges. He also reflects on the five years he has been managing the portfolio.
Globalisation: Sorry, Donald, it’s here to stay
Jim Cielinski, Global Head of Fixed Income, explains why globalisation is here to stay despite heightened populism.
Australian economic view – July 2019
Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Tug of war: slowing growth versus easing monetary policy
The US Federal Reserve’s policy shifts have helped support markets in 2019. US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, share their views on the likelihood, timing and scale of any rate cuts in the coming months.
Breaking down plastic pollution: Part II
Hamish Chamberlayne, Head of SRI, follows up on the impact of a slew of new legislation that aims to reduce the irresponsible use of plastic and the opportunities for ‘early responders’ to new consumer demand to cut waste.
Strong markets and strong performance
David Smith, Fund Manager for Henderson High Income Trust, reflects on how the Trust has performed over the first half of the year and how the Trust has benefitted from strong market conditions. David also highlights the latest portfolio activity, specifically how the Trust is positioning itself more defensively.
Keeping perspective: growth and value stocks
Witnessing the extended run of outperformance by growth stocks over the past decade, investors may be led to believe the present will repeat itself in the future. George Maris, Co-Head of Equities – Americas, urges investors to focus on fundamentals and consider opportunities that exist in both growth and value stocks.