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.
Understand Your WHY to Aid 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.
Strategic Fixed Income: concoction of stress factors
An unhealthy concoction of factors are creating a classically late-cycle feel in the markets. John Pattullo, Co-Head of Strategic Fixed Income, simplifies the conundrums and shares his views.
(This video was recorded on Tuesday 9 October 2018).
Opportunities in absolute return income – topical themes
Dan Siluk, co-manager of the Janus Henderson Absolute Return Income Fund, covers a number of topics on fixed income markets, including questions about Australia, BBB and curve positioning.
Generational investing: the world according to generation selfie (part 1)
Dr Paul Redmond, Director of Student Life at the University of Manchester in the UK, explains the key findings of his work on ‘generational theory’ and the implications in a fast-changing world. In this, the first of a two part series, Dr Redmond explains the motivations and values of Generation Y and how these impact their behaviour as investors and consumers.
Anil Shenoy
Anil Shenoy is Head of UK Institutional Clients at Janus Henderson Investors, a position he has held since 2017.