Videos

Global equities: rising demand, capacity constraints create opportunity for industrials

 George Maris, Co-Global Head of Equities – Americas and Portfolio Manager, says suppliers of commodity goods are in a position to exert pricing power after stripping out capacity and excess costs in the decade since the Great Financial Crisis.

Higher dividends support case for US large-cap growth

 

How strong is dividend growth in the US large-cap universe?

We believe that in 2018, dividend growth will still be in the high single digits, approaching 10%. A number of factors will help companies continue to grow cash flows, including tax reform, but overall economic growth and continued revenue growth from a lot of changes, such as the shift to digital in the economy and globalisation trends. e believe that in 2018, dividend growth will still be in the high single digits, approaching 10%. ...

Has market volatility impacted global dividend growth expectations?

 In this video update Ben Lofthouse, Head of Global Equity Income, discusses the reasons behind the market rotation in a ‘fascinating’ Q1 2018, whether recent volatility has affected dividend growth expectations and examines the outlook for global equity income investors.

Global Life Sciences: our approach to seeking innovators in cancer therapy

 

Follow Global Life Sciences Portfolio Manager Andy Acker and Research Analyst Dan Lyons as they visit biotechnology companies pursuing innovative platforms in which to provide new therapies for major diseases such as cancer.

Value perspective: what do investors get when they buy Europe?

 
In this video update, European equities manager Nick Sheridan gives his thoughts on what investors should be looking at when considering an investment in European equities, and why he believes that higher volatility provides an opportunity for value-focused investors.

    Is higher volatility a boost for quality growth in Europe?

     Tim Stevenson and James Ross, Co-Managers of the Janus Henderson Horizon Pan European Equity Fund, look at the impact of cyclicality on quality growth strategies, assessing some recent economic indicators, and turn their thoughts to what higher market volatility might mean for exchange-traded funds (ETFs).

    Essentials: a 'balanced' US equity and bond strategy

     
     This video provides an introduction to the actively managed US equity and fixed income strategy run by equity specialists Marc Pinto and Jeremiah Buckley, and fixed income experts Darrell Watters and Mayur Saigal.
     

    UK Absolute Return: ‘Normalisation’ to create opportunities in Europe

     
     In this video, Luke Newman, Co-Manager of the UK Absolute Return strategy, discusses what he considers to be the key factors when investing in Europe. He also highlights the opportunities that lie beyond the region.
     

    Options market favours US large caps

     
     

    In this video, Dr Ashwin Alankar, Global Head of Asset Allocation and Risk Management at Janus Henderson, discusses the reasons – including fiscal stimulus and dollar weakness – why option market signals are showing a strong preference for US large-cap equities.

     

    What does a rising rate environment mean for European stock pickers?

     
     European equities manager Simon Rowe gives his views on the potential for higher interests rates and the impact of exchange rate movements in Europe, outlining where he is finding the most interesting opportunities for his mid-cap biased European growth strategy.
       

      Internal change - the catalyst for value in European smaller caps

       
       Ollie Beckett, Associate Director of Pan European Smaller Companies at Janus Henderson, gives a quick view on what factors investors should keep in mind when considering European equities at present, and where he is finding the best opportunities.
         

        Disruption und beschleunigte technologische Innovationen: Risiken und Chancen

         

         

        Richard Clode, Portfoliomanager im Global Technology Team, erläutert, warum die Lebensdauer von Blue Chips sinken kann, wenn sie nicht mit Innovationen und neuen Technologien Schritt halten. Überdies erklärt er die Gründe für das beschleunigte Tempo der technologischen Disruption. Am Beispiel der Revolution im Transportsektor verdeutlicht er, wie die Disruption einen wichtigen Wirtschaftszweig grundlegend verändert und welche Konsequenzen das für etablierte und neue Anbieter hat.

         
        Intech: harnessing volatility
         
         In this video, Adrian Banner, CEO and CIO of Intech, talks to Bloomberg TV about his team’s proprietary equity stress monitor. He discusses the metrics used to analyse volatility and why amplified levels can provide a good source of reward for those harnessing it in a disciplined way.
         
        Four tech mega themes disrupting everything
         
         In this video Denny Fish, Portfolio Manager on the US-based Technology Team, discusses why active investors are well positioned to benefit from the mega themes that are driving long-term innovation in technology. These themes defined by the team are cloud computing, artificial intelligence, the Internet of Things and mobility.
         
        Technology disruption and acceleration: risks and opportunities
         
         In this video, Richard Clode, portfolio manager within the Global Technology Team, discusses how not keeping up with innovation and new technology may be shortening the lifespan of ‘blue chip’ stocks, as well as the key reasons why technology disruption is accelerating. He also talks about the transportation revolution, a key example of how a major industry is being disrupted with consequences and opportunities for incumbent and new companies.
         
        Options show a polarisation in the outlook for global equities
         
         Dr. Ashwin Alankar, Global Head of Asset Allocation and Risk Management at Janus Henderson, discusses with Bloomberg TV why signals from the options market show a distinct preference for US stocks over Emerging Market, European and Japanese equities.
         
        Bill Gross video: Where next? Interpreting latest data reads (March 2018)
         
         In this video, Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing the outlook for risk assets, the pace of US Federal Reserve rate hikes and the dilemma facing central banks.
         
        What now for global equity income investors?
         
         In this video update Ben Lofthouse, Head of Global Equity Income, assesses markets from an income perspective, identifies where the team is finding the best opportunities and examines the outlook for dividend growth.
         
        Why did global dividends reach a record $1.252tn in 2017?
         
         Ben Lofthouse, Head of Global Equity Income, speaks to Bloomberg TV about the key findings from the latest Janus Henderson Global Dividend Index (JHGDI), a long-term study of global dividend trends based in US dollars.
         
        ‘Supercharged’ markets to give way to volatility?
         
         In this video, Nick Watson, portfolio manager with Janus Henderson’s UK-based Multi-Asset Team, gives his take on 2018’s market movements. He discusses portfolio positioning and his outlook for different assets given the prospect of rising interest rates and the potential for increased market volatility.
         
        On the road: Fragen kompetent beantwortet
         
         In diesem Video beantwortet Portfoliomanager Nick Maroutsos einige der ihm von Anlegern auf seiner jüngsten Roadshow durch Europa häufig gestellten Fragen. Seine Antworten sind insbesondere für die Absolute Return Income Strategie und die Global Unconstrained Bond Strategie relevant.
         
        Global equities: is cash still king?
         
         In this video update, Gordon Mackay, Portfolio Manager on the UK-based Global Equities Team, explains that while cash still dominates when it comes to global payments, a number of companies are well placed to benefit from the growing trend away from cash to paperless payments. Gordon uses American Express as a working example of a company at the forefront of this trend and explains key considerations when assessing these kinds of opportunities.
         
        Global equities: our approach to market unpredictability
         
         In this short video update, Portfolio Manager Steve Weeple explains that rather than being influenced by unpredictable short-term news flow and market moves, the UK-based Global Equities Team’s focus is on high-quality companies that are well placed to benefit from more predictable long-term societal and demographic trends.
         
        Strategic Fixed Income — let’s talk inflation
         
         Co-Head of Strategic Fixed Income at Janus Henderson, Jenna Barnard, explains how many investors are convinced of a regime shift in inflation and the impact it has had in the bond markets. However, the Strategic Fixed Income Team, while respectful of the current volatility and sharp repricing in the markets, do not see any new information that would change their longer term view on bond markets.
         
        US tax reform set to propel M&A in healthcare
         
         The recent US tax reforms have opened the doors to increased merger and acquisition (M&A) activity among large US healthcare companies, many of whom have indicated that they are in the market to buy. In this video, Ethan Lovell, Co-Portfolio Manager of the Janus Henderson Global Life Sciences Strategy, discusses the recent acceleration of activity in the healthcare space and covers.
         
        Active and passive investing – all in the blend
         
         Janus Henderson Co-CEO Dick Weil talks to Bloomberg TV about the benefits of combining an active and passive approach to investing. He also provides his view on the risk of crowded trades, the scope for interest rate rises, and taking advantage of growth in the Chinese market.
         
        Dispelling the myths of sustainable investment
         
         In this video presentation, Hamish Chamberlayne, Portfolio Manager within Janus Henderson's Global Sustainable and Responsible Investment Team, dispels the major myths about sustainable investment. He explains how environmental and social megatrends will accelerate the transition to a low carbon economy and discusses some of the investment areas that stand to be disrupted.
         
        Bill Gross Video: Wohin geht die Reise? Interpretation der neusten Daten (Februar 2018)
         
         In diesem Video diskutiert der Anleihemanager Bill Gross mit Bloomberg Surveillance über die neusten Arbeitsmarktzahlen aus den USA. Neben den Faktoren, die die Fed zu weiteren Zinserhöhungen veranlassen könnten, erläutert er auch, wie sich Realzinsen und Renditekurve seines Erachtens weiter entwickeln werden.
         
        Could mean reversion benefit European value?
         
         John Bennett, Head of European Equities at Janus Henderson, gives his views on what investors should be considering in 2018, discussing the implications of the current macro environment on European equities.
         
        Why are investors returning to Asia for growth?
         
         In this video update, Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Janus Henderson Asian Growth Strategy, provides his views on why investors are beginning to increase their allocation to Asian equities, and outlines the opportunities and challenges for the asset class. He also discusses the reasons why an active approach to investing in Asia is necessary.
         
        Essentials: the Total Return Bond strategy
         
         In this ‘Essentials’ video, Phil Apel and Andrew Mulliner, portfolio managers within the Fixed Income Investment Strategy Group (ISG), outline the key features of the Total Return Bond strategy, including its ‘strength in depth’ team approach that blends top-down asset allocation with bottom-up security selection. They also discuss how they make full use of its unconstrained global remit.
         
        Essentials: the Absolute Return Income strategy
         
         In this Essentials video, Nick Maroutsos and Dan Siluk, Co-Managers of the Janus Henderson Absolute Return Income Strategy, explain the emphasis on risk management and low volatility. They explain what drives returns in the strategy, including being able to target opportunities globally to look for what they believe are the best risk-adjusted returns.
         
        Essentials: the Global Unconstrained Bond strategy
         
         In this Essentials video, portfolio manager Nick Maroutsos explores how the Global Unconstrained Bond strategy which is lead managed by Bill Gross, seeks to generate returns and why an unconstrained active fixed income approach should prove helpful in exploiting different economic conditions and market cycles.
         
        Bill Gross video: Where next? Interpreting latest data reads (January 2018)
         
         In this video Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing factors dampening wage growth and other subjects such as the shape of the US yield curve and high yield valuations.
         
        Essentials: Strategic Fixed Income overview
         
         In this ‘Essentials’ video, John Pattullo and Jenna Barnard, Co-Heads of Strategic Fixed Income, provide an overview of their strategies, their differentiating factors and the benefits of active management.
         
        Essentials: Emerging Market Credit Strategy in three minutes
         
         Steve Drew, Head of Emerging Market Credit, introduces his strategy, highlighting the investment approach and philosophy, differentiators of the team’s investment style and why investors should consider an actively managed approach to investing in emerging market corporate bonds.
         
        Chinese banking changes – selectivity and size are key for 2018
         
         Recently, we have seen quite a few announcements regarding regulations and changes to the banking sector within China. This all comes against the backdrop of the party congress, where President Xi put a lot of emphasis on deleveraging. We have said for many years now that China is not just growing as an economy, but it is also reforming and trying to deleverage. Now, through the years we seem to be getting micro economic cycles where these competing forces are either strong or weak, but one thing we see from the party congress is that deleveraging is going to be much more important going forward.
         
        Bill Gross video: Where next? Interpreting latest data reads (December)
         
         In this video Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, exploring why wage growth remains subdued and whether conditions may create a Minsky moment (crisis that typically follows an extended period of growth or speculation).
         
        Transportation revolution: investing in the evolution of the automotive industry
         
         Richard Clode, Graeme Clark and Alison Porter, portfolio managers in the UK-based Global Technology Team, discuss why transportation revolution is an exciting new investment theme within the team’s portfolios. The team explains how they are investing within this powerful secular growth theme, which is being driven by the convergence of artificial intelligence and the availability of vast amounts of data.
         
        Ausblick 2018 für Global Adaptive Multi-Asset: Risiken zweidimensional betrachten
         
         Ashwin Alankar, Leiter Global Asset Allocation und Risk Management bei Janus Henderson, beleuchtet die wichtigsten Erkenntnisse aus diesem Jahr und wie diese seinen Ausblick für 2018 beeinflussen. Er ist überzeugt, dass sich unter der ruhigen Oberfläche wesentliche Veränderungen bei diversen Trends vollziehen, die seit einigen Jahren die Märkte stark beeinflussen.
         
        Die Bedeutung langfristiger Wachstumswerte für Renditen aus US-Aktien in 2018
         
         Portfoliomanager Marc Pinto erläutert, auf was sich Aktienanleger in den USA 2018 seines Erachtens einstellen müssen. Da die Märkte im nächsten Jahr stärker durch titelspezifische Entwicklungen getrieben werden dürften, hält er einen Fokus auf Unternehmen mit nachhaltigem Wachstum, die sich unabhängig von der Marktlage gut entwickeln können, für die lohnendste Strategie. In seinem Ausblick geht Marc Pinto auch auf einige seiner im nächsten Jahr bevorzugten Sektoren ein.
         
        Strategische Festzinsanlagen: Größere Unterschiede und Störungen in 2018
         
         Jenna Barnard, Co-Leiterin Strategic Fixed Income, blickt zurück auf das Jahr 2017. Zudem erläutert sie ihre Überlegungen und Einschätzungen zu den wohl wichtigsten Themen im kommenden Jahr für die Kreditmärkte und die Strategic Fixed Income Portfolios.
         
        Europäische Aktien: Kommt es 2018 zum Wechsel der Marktführerschaft?
         
         Dieses Jahr hat uns vor allem in Erinnerung gerufen, wie wichtig Verkaufsentscheidungen sind. Aus meiner Sicht müssen wir wieder gut im Verkaufen von Aktien werden. Im Nachhinein haben wir uns wohl in zu viele Situationen „verliebt“, von denen wir stark profitiert hatten, ob es nun einzelne Aktien oder ganze Branchen waren. Darunter eine ganz besonders, nämlich die Pharmabranche, die uns jahrelang starke Erträge beschert hatte. Auch viele einzelne Aktien waren jahrelang sehr zu unserem Vorteil, haben dann aber fast gleichzeitig den Rückzug angetreten. Die Verkaufssignale haben wir nicht so deutlich wahrgenommen wie sonst und wie es gut gewesen wäre. Diese Fähigkeit müssen wir zurückerlangen.
         
        John Fujiwara: low volatility, low correlation environment to persist in 2018?John Fujiwara: low volatility, low correlation environment to persist in 2018?
         
         John Fujiwara, Portfolio Manager for the Janus Henderson Global Diversified Risk Premia Strategy, gives his outlook for 2018. John discusses the rise in technical factors, how the current low volatility and low correlation environment impacts market positioning, and why the team’s models are turning positive on the commodity markets.
         
        2018 verheißt Gutes für die Gesamtrenditen aus Hochzinsanleihen
         
         Seth Meyer, Portfoliomanager, beleuchtet die Widerstandsfähigkeit der High-Yield-Anlageklasse in 2017, die seines Erachtens auch 2018 Bestand haben wird. Dazu verweist er auf die starken technischen Bedingungen und geringen Ausfallraten. Sie stimmen ihn optimistisch, dass sich ausreichend Möglichkeiten zum Generieren ansehnlicher Gesamtrenditen bieten werden.
         
        Compelling yield opportunities in 2018 for equity income investors
         
         Alex Crooke, Head of Global Equity Income, believes that investors will focus more on valuations in 2018, rotating towards more cyclical areas of the markets, and that dividend yields remain compelling.
         
        Ausblick 2018 für Life Sciences: Vereinzelt gute Anlagechancen bei disruptiven Biotech-Werten
         
         Ethan Lovell, Co-Portfoliomanager der Janus Henderson Global Life Sciences Strategie, beleuchtet seine Erfahrungen in diesem Jahr und seinen Ausblick 2018 für die Life-Sciences-Branche. Ethan Lovell ist überzeugt, dass die Rahmenbedingungen für neue Medikamente und medizinische Geräte günstig bleiben und sieht vereinzelt gute Anlagechancen bei disruptiven Biotech-Werten.
         
        Ausblick 2018 für europäische Aktien: Disruptoren, Wegbereiter und politische Risiken
         
         Eine wesentliche Erkenntnis lautet, dass sich Geduld auszahlt, denn endlich ist der Konjunkturaufschwung in Europa angekommen. Auch an der politischen Front hat sich die Lage stabilisiert, wenn man einmal von Großbritannien und den USA absieht. In Europa geht es wieder rationaler zu. Und für die Märkte besonders wichtig: Die Unternehmensgewinne wachsen endlich wieder.
         
        Ausblick für globale Immobilienaktien 2018
           
         Guy Barnard, der zusammen mit Tim Gibson das Global Property Equities Team leitet, erläutert den Ausblick seines Teams für 2018. Angesichts der beginnenden Rücknahme quantitativer Lockerungen in vielen Teilen der Welt konzentriert sich das Team bei der Suche nach Anlagechancen auf das obere Ende des Qualitätsspektrums und auf das Aufspüren der Gewinner des weiter wachsenden E-Commerce.
         
        UK Absolute Return Strategie: Anhaltende Unsicherheiten schaffen auch 2018 Gewinner und Verlierer
         
         2017 war von erheblichen Unsicherheiten geprägt. Für unsere taktischen Positionen war das eine echte Nagelprobe, mussten wir doch zeigen, ob es uns gelingt, die Schwankungen auszugleichen und in einen steten Ertragsstrom umzumünzen. Für Unwägbarkeiten sorgten politische Ereignisse wie Wahlen und Volksbefragungen, aber auch die Aktivitäten der Zentralbanken und die Normalisierung der Zinsen. In der Wirtschaft gab es weltweit Anzeichen für eine Wende zum Besseren, die aber noch keine ausgemachte Sache ist, denn wir haben es mit keiner normalen Konjunkturerholung zu tun. Anleger müssen daher mit Schwankungen an den Märkten zurechtkommen.
         
        How is innovation and disruption impacting income-oriented equities?
         
         In this video update, Alex Crooke, Head of Global Equity Income, examines the effect that innovation and disruption can have on income-oriented equities.
         
        2018 Outlook: where next for Chinese equities?
         
         Charlie Awdry, China portfolio manager, discusses what may be in store for investors in 2018 and where he thinks the best investment opportunities are.
         
        2018 outlook: will Asian equities continue to power ahead?
         
         
        Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy along with Mervyn Koh, discusses what may be in store for Asian equities in 2018. The team expects the region to benefit from continued economic as well as earnings growth, and Andrew also shares some of their favoured investment sectors.
         
        Bill Gross video: Where next? Interpreting latest data reads (November)
         
         

        In this video, Bill Gross, fixed income portfolio manager, outlines his thoughts on the latest data reads. Speaking to Bloomberg Surveillance, he discusses the US jobs figures for October, appointments to the US Federal Reserve, the shape of the yield curve, and whether deficits matter.

         
        Alex Crooke: How is innovation and disruption impacting income-oriented equities?
         
         
        In this video update, Alex Crooke, Head of Global Equity Income, examines the effect that innovation and disruption can have on income-oriented equities.
         
        Charlie Awdry: What does President Xi's strengthened leadership position mean for investors?
         
         
        In this video, Charlie Awdry, China equities portfolio manager, shares his conclusions from the 19th China Party Congress meeting and discusses the ramifications for investors.
         
        Martin Wolf: big picture questions
         
         In the surroundings of the Bolsa de Madrid, Martin Wolf, chief economics commentator at the Financial Times, spoke at the 10th anniversary of Janus Henderson Investors Spain, providing his thoughts on some of the big picture questions facing the global economy.
         
        Essentials - Global Equities Strategy
         
         In this 'Essentials' video, Ian Warmerdam, Head of the UK-based Global Equities Team, and Portfolio Managers Ronan Kelleher, Steve Weeple and Gordon Mackay, provide an introduction to the strategy they manage in Edinburgh, including a team overview, their investment approach and objective, key differentiators and why investors should consider an actively-managed approach to investing in global equities.
         
        Europe in two minutes: drivers, headwinds and opportunities
         
         

        The issue of European Central Bank (ECB) QE tapering is quite an important one for European markets. It needs to happen, as the European economy strengthens and is in a much better position. You have to try and get away from the negative interest rate environment that Europe has, which is quite counter-productive and makes it difficult to price anything. The ECB has to find a way to do that without spooking people. I expect it to be a very gentle process.

         
        Euroland equities: beneficiaries of Brexit uncertainty?
         
         In the short term, Brexit uncertainty is good for the eurozone. In the sense that there should be a migration of higher-margin jobs away from the UK and towards the continent, and markets should anticipate that. Longer term, the value opportunity may turn out to be in UK stocks, but that is probably at least two years away, when Brexit is finally sorted out.
           
        Essentials - the Global Emerging Market Equities Strategy
         
         In this 'Essentials' video, Glen Finegan, Head of the UK-based Global Emerging Market Equities Team, and Portfolio Managers Nicholas Cowley and Stephen Deane, provide an introduction to the strategy they manage in Edinburgh, including a team overview, their investment approach and objective, key differentiators and why investors should consider an actively-managed approach to investing in global emerging market (GEM) equities
         
        EM equities: why invest in family-controlled firms?
         
         In this video update, Nicholas Cowley, Portfolio Manager on the Global Emerging Market Equities team, discusses the team’s approach to investing in family-controlled businesses.
         
        Spotlight on high yield
         
         Monetary tightening has typically coincided with economic growth that is supportive of high yield but does the quantitative easing experiment upend historical patterns? In this video, Thomas Hanson, Fixed Income Portfolio Manager, takes a look at some of the factors shaping the European high yield bond market.
         
        EM Credit view - more of a carry-type year for the next six months
         
         In his latest video, Steve Drew, Head of Emerging Market (EM) Credit, explains why the current macro backdrop for emerging markets should remain benign and where he sees the sweet spots for investments in his asset class. While he expects some kind of volatility spike before the year end, most likely from geopolitical developments, given the strong fundamental and technical picture in the asset class, he believes it will prove to be a buying opportunity.
         
        Global equities: invest or avoid?
         
         In this video update, Steve Weeple, Portfolio Manager on the UK-based Global Equities Team, discusses how the team avoid short-term ‘market noise’ and focus on companies that offer the potential for sustainable growth driven by long-term secular trends.
         
        Meeting of minds: fixed income perspective
         
         Steve Goldman, Portfolio Manager, Head of Kapstream and member of the Macro Fixed Income team, provides an insightful view on fixed income markets and explains why the market is moving towards the team's view on central bank tightening.
         
        Global Technology: investing in innovation
         
         Richard Clode, portfolio manager in the UK-based Janus Henderson Global Technology Team, discusses the concept of innovation, its importance in the team’s investment decisions and where the most attractive opportunities currently are.
         
        John Bennett: Wohin geht die Reise bei europäischen Aktien?

         In disem Video erklärt John Bennett, Head of European Equities, wohin sich der europäische Aktienmarkt bewegt und welche Branchen noch Wachstum verzeichnen können.
         
        Essentials: the Global Technology Strategy
         
         In this 'Essentials' video, Alison Porter, Richard Clode and Graeme Clark, portfolio managers in the UK-based Janus Henderson Global Technology Team along with Stuart O’Gorman, provide an introduction to the strategy, including team overview, investment approach and objective, key differentiators and why investors should consider an actively-managed approach to investing in global technology stocks.
         
        Bill Gross video: Where next? Interpreting latest data reads (September)
         
         In this video, Bill Gross, fixed income portfolio manager, reacts to the latest US jobs report on Bloomberg Surveillance. He also discusses the US debt ceiling and the broader outlook for bond yields.
         
        Are global equities overvalued?
         
         In this video update, Alex Crooke, Head of Global Equity Income, discusses equity market valuations, explaining his team’s take on the more expensive US market versus more attractively-priced opportunities in Europe. Alex also provides his inflation outlook, outlining the likely effect on companies, and explains why he and the team believe Japan is becoming an attractive market for equity income investors.
         
        Bill Gross video: Where next? Interpreting latest data reads (August)
         
         In this video, Bill Gross, fixed income portfolio manager, outlines what he takes from the latest economic data reads from the US. Speaking to Bloomberg following the publication of the US employment report for July, Bill explains what this and other recent data may mean for the Federal Reserve, monetary policy and fixed income markets.
         
        Why are banks looking attractive for equity income investors?
         
         In this video, Hamish Robertson, analyst for the Global Equity Income Strategy, discusses the team’s current view on banks, where the most attractive opportunities are, and the sector’s importance for equity income investors.
         
        Fuel stop: full combustion engines make way for electrified vehicles
         
         Noah Barrett and David Chung, equity analysts in the Janus Henderson Research Team, discuss Volvo’s recent announcement to phase out full combustion engines, and the sectors that may benefit from this trend.
         
        What do rising US interest rates mean for global equity income investors?
         
         In this video update, Ben Lofthouse, Global Equity Income portfolio manager, examines trends within equity markets year to date and how policy changes, including potential further US rate rises, could affect equity income investors.
         
        Essentials: the Janus Henderson Global Property Equities Strategy
         
         Guy Barnard, Co-Head of Global Property Equities, provides an introduction to the Global Property Equities Strategy. The high conviction, actively-managed strategy invests in listed property stocks and real estate investment trusts (REITs), and aims to deliver attractive total returns to investors over the long term.
         
        Bill Gross video: Where next? Interpreting latest data reads
         
         In this video, Bill Gross, fixed income portfolio manager, outlines what he takes from the latest economic data reads from the US. Speaking to Bloomberg following the publication of the US employment report for June, Bill explains what this and other recent data may mean for the Federal Reserve, monetary policy and fixed income markets.
         
        European property stocks: starting 2H 2017 on a solid footing
         
         In this video update, Guy Barnard, Co-Head of Global Property Equities and Manager of the Pan European Property Equities Strategy, discusses how a more favourable macroeconomic and political backdrop has supported the performance of European real estate stocks over the first half of 2017*.
         
        Latin America investing – the ‘risk’ business
         
         Latin America is a land of rich opportunity with its growing population and vast natural resources, but also a source of frustration, owing to its history of political troubles and hyperinflation. In this video update Nick Cowley, Portfolio Manager on the Emerging Market Equities Team, discusses how he and the team navigate these challenges, and profiles some of the strategy’s key holdings.
         
        Six key characteristics to narrow the global equities universe
         
         In this video update, Gordon Mackay, Portfolio Manager on the Edinburgh-based Global Equities team, discusses the six key characteristics the team looks for to narrow the 16,000-strong global equities universe to those companies considered for inclusion in the Global Growth Strategy.
         
        EM Equities: corporate culture and its performance implications
         
         Investing in companies is not just about financial attributes; it is also about investing in people. When investing in emerging markets (EM) it is always wise to question who owns the company, why they own it and how they operate. In this video update, Portfolio Manager Stephen Deane examines what constitutes a good corporate culture and why it is important for investors to understand the attitudes and values of the organisation.
         
        What’s driving investor interest in the maturing Chinese bull market?
         
         Charlie Awdry, China equities manager, shares his team’s findings from a recent research trip to China. He explains the reasons for upbeat sentiment surrounding the region and analyses the implications of recent developments as the bull market matures.
         
        Essentials: The Asian Growth Strategy in three minutes
         
         In this ‘Essentials’ video, Andrew Gillan provides an overview of the Asian Growth Strategy that he manages with Associate Investment Manager, Mervyn Koh. The strategy seeks long-term capital appreciation by investing at least two thirds of available total assets in a variety of sectors across Asia excluding Japan equity markets.
         
        Our disciplined approach to global equities
         
         In this video update, Ian Warmerdam, Director of Global Equities, discusses the Key differentiators within the Global Growth Strategy and the long-term secular trends that influence the team’s stock selection process. These trends currently include Health Care Innovation, Internet Transformation, Paperless Payment, Energy Efficiency and Emerging Markets Growth.
         
        Meet the manager: Luke Newman
         
         In this short video, Luke Newman, co-manager of the UK Absolute Return strategy, explains why the current environment is supportive for long/short equity strategies, and the adage that best sums up his approach to investing.
         
        European equities: more than just relative value?
         
         In this short video, European equities manager Tim Stevenson assesses some of the factors that have benefited European equities in early 2017 and outlines the economic and market factors driving his belief that the region represents a good opportunity for long-term investors.
         
        Meet the manager: Ashwin Alankar
         
         In this short video Ashwin Alankar, Global Head of Asset Allocation and Risk Management, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
         
        Meet the manager: John Bennett
         
         John Bennett, Head of European Equities, discusses some of the themes he expects to have a significant impact on Europe in the years ahead.
         
        Meet the manager: Adrian Banner
         
         In this short video Adrian Banner, CEO and CIO of INTECH, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
         
        Meet the manager: Andy Acker
         
         In this short video Andy Acker, Portfolio Manager and Equity Research Analyst on the Janus Henderson Global Life Sciences Team, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
         
        Meet the manager: Bill Gross
         
         In this short video Bill Gross, Portfolio Manager for Global Unconstrained Fixed Income, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
         
        Meet the manager: Justin Tugman
         
         In this short video Justin Tugman, Portfolio Manager for Perkins' Value Strategies, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
         
        Meet the manager: May Ling Wee
         
         In this short video May Ling Wee, Investment Manager for Chinese Equities, answers three questions on the global themes she expects to have the biggest impact on markets, where she sees the best opportunities in the years ahead and the adage that best sums up her approach to investing.
         
        Meet the manager: Stuart O'Gorman
         
         In this short video Stuart O'Gorman, Director of Technology Equities, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
         
        Meet the manager: Andrew Gillan
         
         In this video Andrew Gillan, Head of Asia (ex-Japan) Equities, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
         
        Meet the manager: Nick Maroutsos
         
         In this short video Nick Maroutsos, Portfolio Manager, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
         
        Meet the manager: Stephen Thariyan
         
         In this short video Stephen Thariyan, Head of Global Credit, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
         
        Meet the manager: Colin Fleury
         
         In this short video Colin Fleury, Head of Secured Credit, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
         
        Meet the manager: Tom Ross
         
         In this short video Tom Ross, Portfolio Manager, answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
         
        Meet the manager: Marc Pinto
         
         In this short video Portfolio Manager Marc Pinto answers three questions on the global themes he expects to have the biggest impact on markets, where he sees the best opportunities in the years ahead and the adage that best sums up his approach to investing.
         
        Meet the manager: Carmel Wellso
         
         In this short video Carmel Wellso, Director of Research, answers three questions on the global themes she expects to have the biggest impact on markets, where she sees the best opportunities in the years ahead and the adage that best sums up her approach to investing.
         
        Latin America: Opportunities in Chile and Brazil
         
         In this video update, Nicholas Cowley, Investment Manager on the Emerging Market Equities team, discusses the team’s long-term, risk-aware approach to investing in Latin American markets, with a focus on Chile and Brazil.
         
        EM Credit: strong inflows and a positive outlook
         
         In his latest video, Steve Drew, Head of Emerging Market (EM) Credit, shares his views on why the current macro backdrop is supportive for the asset class, the regions he sees offering the most compelling opportunities, and his expectations for the remainder of 2017.
         
        Why go global for equities?
         
         In this video update, Ian Warmerdam, Director of Global Growth Equities, discusses the benefits of allocating to a global strategy, the positioning of the portfolio that his team manages, and his outlook for the asset class.
         
        Al revolution - Artifical Intelligence
         
         The Henderson Global Technology Team believes artificial intelligence (AI) is the next major transformative force in the evolution of technology. In this video recorded at a recent investment conference, Richard Clode, portfolio manager, discusses the concept of AI, why and how it is fuelling technology’s disruption of the old economy and the rationale for its attractive long-term potential.
         
        Why are Chinese banks looking attractive again?
         
         Charlie Awdry, China equities manager, has recently started buying banks again following an 18-month hiatus. In this video, he explains the reasons for this decision.
         
        Brexit: Flexibel bleiben und Turbulenzen gut überstehen
         
         

        Luke Newman, Co-Manager der Henderson UK Absolute Return Strategie, gibt einen aktuellen Überblick über die Gewinner und Verlierer seit dem Brexit-Votum und erläutert, warum flexible taktische Positionen helfen können, den turbulenten Verhandlungsprozess unbeschadet zu überstehen.

         
        Is it time to shine for Pan-European Equities?
         
         In this video update, James Ross, Fund Manager,analyses the debate Growth vs value, gives an overview about the UK equities. He explanins if the European equities offer better prospects than other regions. Furthermore he represents his position for or against a more inflationary environment and which sectors he favors at present.
         
        A turning point for China’s SOEs?
         
         In this latest video update, China equities manager Charlie Awdry assesses an unexpected development during reporting season in China.
         
        Credit in the spotlight
         
         A busy political calendar, robust economic data and shifting monetary policy (two rate hikes from the US Federal Reserve in the past four months) are creating a potent mix for investors. In this five-minute update, Tom Ross, Credit Portfolio Manager, explores the outlook for credit markets.
         
        Artificial intelligence: the next paradigm shift in technology
         
         Recently returned from a US research trip, Richard Clode, portfolio manager within the Henderson Global Technology Team, discusses why artificial intelligence (AI) is the next secular growth theme in focus for the team. As AI begins to disrupt an increasing number of sectors, Richard believes the team will continue to find compelling investment opportunities and outlines why the long-term case for technology remains sound.
         
        Reflation und Zinsanstieg: Auf die neue Normalität einstellen
         
         In seinem neuesten Video-Beitrag erläutert Alex Crooke, Leiter Global Equity Income, warum sich Anleger rechtzeitig auf die neue Normalität einstellen und Dividendenaktien in einer Welt mit steigenden Zinsen und höherer Inflation gut abschneiden sollten.
         
        What are the key factors shaping global equity income investing?
         
         In this video update, Ben Lofthouse, Global Equity Income portfolio manager, explains the recent market rotation from defensive to cyclical stocks and examines key risks and opportunities for global equity income investors.
         
        John Bennett: Europäische Banken und Value-Chancen
         
         John Bennett, Leiter des europäischen Aktienteams, beschäftigt sich mit der Rotation von „Growth“- zu „Value“-Aktien und was das für Anleger in Europa bedeutet. Er erläutert seine taktischen Allokationen, bevor die Rotation richtig Fahrt aufnahm, und die für ihn wichtigsten Katalysatoren für einen Aufwärtstrend bei europäischen Banken.
         
        Unternehmensanleihenmärkte im Überblick: Welche Faktoren werden die Märkte 2017 am stärksten beeinflussen?
         
         Stephen Thariyan, globaler Leiter des Bereichs Credit, analysiert die jüngsten Entwicklungen an den Unternehmensanleihenmärkten und insbesondere die Aussichten für die europäischen und britischen Märkte. Darüber hinaus geht er der Frage nach, ob die Trump-Rally anhält, und beschäftigt sich mit den Inflationserwartungen, den besseren Rahmenbedingungen für Banken und den Emissionstrends in den kommenden zwölf Monaten.
         
        Macroeconomic uncertainty a certainty for China in 2017
         
         In this video, Charlie Awdry, China equities manager, provides a brief macro update. The start of 2017 has seen further Chinese government intervention in the currency markets and President Xi promoting globalisation at a time when other countries are becoming more inward looking.
         
        How will growth and inflation shape fixed income markets in 2017?
         
         Members of the Fixed Income Investment Strategy Group (ISG), Phil Apel, Head of Fixed Income, and Andrew Mulliner, Portfolio Manager, reflect on the factors driving markets into 2016 year-end. They pin-point politics, central bank policy and signs of rising inflation, while noting that the impact of Donald Trump’s election was exaggerated given the momentum of bond markets prior to November.
         
        Was wird das neue Jahr für den globalen Technologiesektor bringen?
         
         Stuart O'Gorman ist bei Henderson für Technologieaktien zuständig. Hier erläutert er seinen Ausblick für 2017. Obwohl Technologieaktien zuletzt vom starken US-Dollar und der Angst vor Protektionismus in Mitleidenschaft gezogen wurden, sind Stuart O'Gorman und sein Team überzeugt, dass sie mittel- bis langfristig besser als der Gesamtmarkt abschneiden.
         
        Unternehmensanleihen Ausblick 2017: Große Bandbreite an Ergebnissen
         
         Stephen Thariyan, globaler Leiter des Bereichs Credit, erläutert den Ausblick für die Kreditmärkte im nächsten Jahr. Aus welchem Land eine Anleihe stammt und welches Rating sie hat, dürfte 2017 nach seiner Einschätzung an Bedeutung gewinnen.
         
        Tom Ross – Ausblick 2017 für Unternehmensanleihen: Fortsetzung der Makrotrends macht sorgfältige
         
         In diesem Video erläutert Tom Ross, Portfolio Manager, u.a. welche Erkenntnisseer aus den Entwicklungen in diesem Jahr gewonnen hat, Welche zentralen Themen die Märkte, in die er investiert, 2017 vermutlich maßgeblich beeinflussen werden und von welchen Positionen seines Fonds er am Übergang ins nächste Jahr besonders überzeugt ist.
         
        Globale Dividendenanlage: Auf Titel mit Dividendenwachstum setzen
         
         Andrew Jones und Ben Lofthouse, Co-Manager des Henderson Global Equity Income Fund, richten ihr Hauptaugenmerk auch künftig über alle Märkte hinweg auf Unternehmen mit attraktiven Renditen und Aussicht auf solides Dividendenwachstum. Ihrer Ansicht nach bleiben regelmäßige Erträge Mangelware und erscheint Europa trotz der Sorgen um die 2017 bevorstehenden Wahlen attraktiv.
         
        Luke Newman – Ausblick 2017: Volatilität und Zinsnormalisierung schaffen Anlagechancen
         
         In diesem Video erläutert Luke Newman, Investment Manager, u.a. welche Erkenntnisse er aus den diesjährigen Entwicklungen gezogen hat. Welche zentralen Themen die Märkte, in die er investiert, 2017 vermutlich maßgeblich beeinflussen werden und von welchen Positionen seines Fonds er am Übergang ins nächste Jahr besonders überzeugt ist.
         
        John Bennetts Ausblick für 2017: Warum das Umschwenken auf Substanzwerte Europa zugutekommt
         
         In diesem Video erläutert John Bennett, Director of European Equities, u.a. welche Erkenntnisse er aus den diesjährigen Entwicklungen gezogen hat. Welche zentralen Themen die Märkte, in die er investiert, 2017 vermutlich maßgeblich beeinflussen werden und von welchen Positionen seines Fonds er am Übergang ins nächste Jahr besonders überzeugt ist.
         
        Essentials: Overview of the Henderson Horizon China Fund
           
         In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson Horizon China Fund.
         
        Global equity income: dividend growth coming through
         
         In this video update, Ben Lofthouse, Global Equity Income (GEI) portfolio manager, describes how the team are still finding good dividend growth and why the GEI strategy maintains a relatively defensive positioning, with a bias to lower value areas of the market.
         
        Setzt Europa zur Aufholjagd an?
         
         John Bennett, Leiter des europäischen Aktienteams, erläutert, warum Europa seines Erachtens in den kommenden Monaten aufholen könnte. Dabei geht er auch auf Risiken für seine Einschätzung ein und macht deutlich, wie wenig gefragt Europa ist und wie groß daher sein Potenzial, in diesem Jahr einige der angesagten Anlageklassen zu übertreffen. Zudem geht er der Frage nach, ob geänderte Inflationserwartungen einen Wechsel beim führenden Investmentstil bewirken und eine Renaissance von Substanzwerten mit sich bringen werden.
           
        Essentials: the Pan European Equity strategy in three minutes
           
         In this 'Essentials' video, Tim Stevenson, Director - European Specialist Equities, provides an overview about the differentiations of the fund and the opportunities in European equities.
         
        Essentials: the Emerging Market Corporate Bond strategy in three minutes
           
         In this ‘Essentials’ video, Steve Drew, Head of Emerging Market Credit, provides an overview of the Henderson Horizon Emerging Market Corporate Bond Fund — why it was launched and what makes it different from peers. Steve further shares his views on where he sees current opportunities and the reasons behind the recent inflows into the asset class.
           
        High yield bond opportunities: sixty second update
           
         
        Tom Ross, Co-Manager of the Henderson Euro High Yield Bond strategy, provides a sixty second update on the pick-up in opportunities in the European high yield market.
           
        Essentials: the Global Technology Strategy in three minutes
           
         In this 'Essentials' video, Stuart O’Gorman, Director of Technology Equities, provides a brief overview of the Henderson Global Technology Strategy. He discusses the attractiveness of tech stocks as an asset class and also introduces two key themes running through the strategy − internet advertising and paperless payments.
         
        Brexit: Unsicherheit als Chance
           
         Luke Newman, Fondsmanager des Henderson Gartmore United Kingdom Absolute Return Fonds sowie des Henderson UK Absolute Return Fonds, zieht in diesem Video, gut drei Monate nach der Abstimmung eine Zwischenbilanz: kurzfristig haben britische Exporteure zunächst von einer Abschwächung des Pfund profitiert. Auch in den kommenden Monaten bieten sich – so Newman – auf Grund der voraussichtlich langwierigen Verhandlungen über einen Brexit Investmentmöglichkeiten, sowohl auf der Long- als auch auf der Short-Seite.
         
        Chinese stocks: earnings upgrade boost
           
         In this video China equities manager, Charlie Awdry, provides reasons for the recent strong performance of Chinese stocks, as well as an update on portfolio activity.