In this Q&A, Portfolio Manager Steve Weeple discusses why the Janus Henderson Global Equities Team avoids trying to predict economic and political cycles or market sentiment. Instead they take a disciplined, long-term approach, seeking to invest in a portfolio of high-quality, growing companies that have the resilience to weather unforeseen events.
In this Q&A, Portfolio Manager Steve Weeple discusses why the Janus Henderson Global Equities Team avoids trying to predict economic and political cycles or market sentiment. Instead they take a disciplined, long-term approach, seeking to invest in a portfolio of high-quality, growing companies that have the resilience to weather unforeseen events.
An unprecedented level of disruption has created compelling investment opportunities for those who know where to look, notes Jeremiah Buckley, Portfolio Manager on the Janus Henderson Balanced team.
Today’s Conference Board consumer survey provides more evidence that economic weakness is spreading to the labour market. An indicator combining consumer assessments of current job-finding difficulty and prospects in six months’ time rose to a 14-month high in June.
Alison Porter, portfolio manager in the UK-based Global Technology Team, discusses Facebook’s venture into digital payments via Libra, the significance of this for cryptocurrencies and its implications for investors.