Hamish Chamberlayne is Head of Global Sustainable Equities and a portfolio manager at Janus Henderson Investors.
‘The only thing that is constant is change’
Disruption is a constant process and any successful investment strategy must take this into account. Andrew Gillan, Head of Asia ex-Japan Equities at Janus Henderson Investors, discusses the opportunities that disruption can offer in the Asia region.
Four Questions for Evaluating Financial Wellness Programs
The right financial education program can quell doubts and boost confidence. Retirement Director Ben Rizzuto shares tips for crafting a successful strategy.
China: the next wave of tech disruptors
Chinese companies continue to disrupt the technology market. In this video, Richard Clode, Portfolio Manager in the Janus Henderson Global Technology team, discusses his recent trip to China where he met the next wave of disruptors in the sector.
Understand Your WHY to Aid Value Alignment on a Team
Learn the importance of understanding your why in any organization with Peter Berardi, a former U.S. Navy SEAL, as the first step in aiding value alignment on a team.
Can US markets continue their dominance?
At a time when US equities continue to outperform other global markets, we are often asked why the US has been such a strong market over the past few years. It is true that equities have had a good run, but we believe that there is more to come. Two major ingredients in this are
The Chinese disruption paradox
Innovative internet companies are highly disruptive and increasingly dominant within the Chinese economy but they are regulated by the Communist Party, which perceives disruption to be a threat to the status quo. In this video update, Charlie Awdry discusses the interesting implications of this dynamic for investing in China.
Trust TV: Value investing, with James Henderson and Laura Foll webinar
Watch James Henderson and Laura Foll answer questions live from investors on Trust TV. Questions touched on specific stocks, sector weightings and management style in a lively Q&A.
Europe’s value & income opportunity
In this video update Ben Lofthouse, Head of Global Equity Income (GEI), discusses the reasons behind the divergence in global equity markets, the impact this has had on equity income investors and where he sees value in the markets and opportunities for dividend growth.
From Wallflower to Center Stage
What is the state of modern fixed income portfolios? Our Portfolio Constructions Services team discusses how the simplest solution for navigating the asset class may be rooted in maintaining a goals-based approach.