Paul O’Connor, Head of Multi-Asset, discusses the events that have unfolded in the closing half of 2018 and how these are shaping his team’s outlook.
Multi-Asset: Market Review and Outlook
Breaking down plastic pollution HK
Hamish Chamberlayne, Head of SRI, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.
Retail: adapting to change
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines the structural changes taking place within retail and the impact on physical bricks and mortar stores.
Digital health: sales versus social impact
Janus Henderson’s Global Technology team is actively engaged with its existing holdings on a range of Environmental Social and Governance (ESG) criteria in order to promote sustainable growth. Here, the team discusses how they were one of the first asset managers to engage with companies on the issues facing the video game industry.
Trust TV: featuring Henderson EuroTrust
Watch Jamie Ross, Fund Manager of Henderson EuroTrust, as he fields questions live in the studio from an online audience.
Macro signals — early signs often come from the ground
John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.
Global money trends still downbeat
Additional monetary data released last week confirm that global six-month real narrow money growth ticked higher in November / December. Growth, however, remains below its range over 2009-17 – a sustained further increase is needed to warrant a shift away from economic pessimism. January global manufacturing PMI results, meanwhile, are consistent with the forecast here of a joint downturn in the stockbuilding and business investment cycles.
Evolution of the China opportunity set
In this video, Charlie Awdry, China equities portfolio manager, talking at the Janus Henderson 2019 UK Investment Conference, discusses the rapidly evolving Chinese consumer and the depth of opportunity the market affords to investors.
EM equities: positioning and opportunities (Q1 2019 update)
The Janus Henderson Global Emerging Market Equities Team provides an update on the Janus Henderson Global Emerging Market Equities Strategy, covering performance, investment activity, portfolio positioning and their outlook for the asset class.
Finding Stability in a World Uncertain
Ben Lofthouse, CFA, Head of Global Equity Income and Portfolio Manager at Janus Henderson, talks about global equity investing in a time of political and economic uncertainty.