In this video update, European equities manager James Ross outlines his ‘balanced, slightly bullish’ views on the European market. While investors’ attention has been caught up by political theatrics, escalating trade tensions and signs of slowing growth across the globe, James continues to focus on good quality businesses that he believes can consistently deliver a high return on capital over time.
Haifeng Liu is a Quantitative Analyst at Janus Henderson Investors with an emphasis on securitised products. Haifeng was responsible for developing Quantum Global, the firm’s proprietary fixed income research and risk management system.
Jessica Leoncini is Head of Fixed Income CPM Management at Janus Henderson Investors, a position she has held since 2024.
Aspen Large is a Senior Analytics Manager at Janus Henderson Investors, a position she has held since 2006.
Ashwin Alankar, Head of Global Asset Allocation, believes that data can tell us a lot about what is going on in the marketplace. In this video, he discusses what current data may be indicating for the wider market.
‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the third article in the series, Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss the recent performance of REITs and the diversification benefits they can provide.
Charlie Awdry, China equities portfolio manager, discusses the implications of China A shares’ increased weighting in MSCI equity indices, and how this should lead to further foreign participation in China’s equity markets going forward.