20 episodes

For UK investors only. Capital at risk. For any further guidance/information on specific terms access our glossary: https://www.janushenderson.com/en-gb/investor/glossary/

The Connections podcast from Janus Henderson provides timely insight on global economic and market drivers, which themes are reshaping our world and how investors can benefit, as well as the latest thinking from our investment teams.

At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions.

For more information or to provide feedback, don't hesitate to contact us: https://www.janushenderson.com/en-gb/investor/contact-us/

Issued in the UK by Janus Henderson Investors. Janus Henderson Investors is the name under which investment products and services are provided by Janus Capital International Limited (reg no. 3594615), Henderson Global Investors Limited (reg. no. 906355), Henderson Investment Funds Limited (reg. no. 2678531), (each registered in England and Wales at 201 Bishopsgate, London EC2M 3AE and regulated by the Financial Conduct Authority) and Henderson Management S.A. (reg no. B22848 at 2 Rue de Bitbourg, L-1273, Luxembourg and regulated by the Commission de Surveillance du Secteur Financier).

Janus Henderson, Janus, Henderson, Perkins, Intech, Alphagen, VelocityShares, Knowledge Shared, Knowledge. Shared and Knowledge Labs are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.

Connections - investment views from Janus Henderson (UK‪)‬ Janus Henderson Investors

    • Business
    • 5.0 • 2 Ratings

For UK investors only. Capital at risk. For any further guidance/information on specific terms access our glossary: https://www.janushenderson.com/en-gb/investor/glossary/

The Connections podcast from Janus Henderson provides timely insight on global economic and market drivers, which themes are reshaping our world and how investors can benefit, as well as the latest thinking from our investment teams.

At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions.

For more information or to provide feedback, don't hesitate to contact us: https://www.janushenderson.com/en-gb/investor/contact-us/

Issued in the UK by Janus Henderson Investors. Janus Henderson Investors is the name under which investment products and services are provided by Janus Capital International Limited (reg no. 3594615), Henderson Global Investors Limited (reg. no. 906355), Henderson Investment Funds Limited (reg. no. 2678531), (each registered in England and Wales at 201 Bishopsgate, London EC2M 3AE and regulated by the Financial Conduct Authority) and Henderson Management S.A. (reg no. B22848 at 2 Rue de Bitbourg, L-1273, Luxembourg and regulated by the Commission de Surveillance du Secteur Financier).

Janus Henderson, Janus, Henderson, Perkins, Intech, Alphagen, VelocityShares, Knowledge Shared, Knowledge. Shared and Knowledge Labs are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc.

    Global Perspectives: A contrarian approach through the COVID recovery

    Global Perspectives: A contrarian approach through the COVID recovery

    Adam Hetts, Global Head of Portfolio Construction and Strategy, speaks with Portfolio Manager Nick Schommer about how an independent mindset has shaped his investment approach through a volatile ‒ and unique ‒ COVID environment.
    Key Takeaways:
    Each economic crisis presents different challenges, and the COVID investment environment ‒ marked by aggressive stimulus and consumer strength ‒ has certainly been unique.
    A favourable monetary and fiscal backdrop, along with ongoing bouts of volatility, have created value in some unexpected areas of the market thus far.
    As we enter the next phase of recovery, we believe opportunity may be found in identifying companies with pricing power that can grow earnings and cash flow in an environment where we are likely to see structurally higher inflation.

    • 28 min
    Research in Action: Can equity gains continue in 2022?

    Research in Action: Can equity gains continue in 2022?

    Inflation, rising interest rates and coronavirus variants could create volatility in financial markets heading into 2022. But in this episode of Research in Action, Director of Research Matt Peron explains why economic growth could still continue in the new year and what that means for equity investors.
    Key Takeaways
    As the global economy continues its post-pandemic recovery, above-average inflation, changes to monetary policy and a number of other variables could combine to create volatility for equity markets in the first half of 2022.
    But we think this volatility will reflect a transition to the mid-part of the economic cycle rather than the end, with more sectors potentially participating in market gains.
    In addition, the shift from growth-at-any-price to growth-at-a-reasonable-price could finally gain traction in markets, benefiting a broader set of stocks.

    • 32 min
    Global Perspectives: Technology is enabling sustainability

    Global Perspectives: Technology is enabling sustainability

    Technology plays a pivotal role in the transition towards a more sustainable world and is a deflationary force. This podcast explores these themes and the investment opportunities.
    Key takeaways:
    Technology is providing solutions to major environmental and social challenges, and as a consequence, providing attractive long-term growth opportunities.
    Tech innovation is inherently a deflationary force, alleviating labour, natural resources and other supply shortages by improving efficiency and productivity.
    Permeating every aspect of our lives, technology is a truly broad sector, offering an opportunity set going beyond the standard classifications of a tech company.

    • 34 min
    Global Perspectives: Where are the opportunities in undervalued UK equities?

    Global Perspectives: Where are the opportunities in undervalued UK equities?

    Adam Hetts is joined by UK equities portfolio managers Laura Foll and Indriatti van Hien in a discussion around valuations, the impact of rising inflation, dividends and responsible investing.
    Key takeaways:
    UK equities continue to be undervalued compared to other regions, with domestic-focused smaller companies in particular providing the most attractive opportunities.
    UK equities are forecasted to deliver a 20% dividend rise this year, providing a comparable dividend yield versus international markets such as the US.
    Rising inflation is creating mispricing opportunities. Companies that have strong pricing power and balance sheets are better positioned to withstand inflationary pressures and supply chain issues.

    • 22 min
    Research in Action: Investing in the renewable revolution

    Research in Action: Investing in the renewable revolution

    In a new series from Janus Henderson, Research in Action, Director of Research Matt Peron explains the magnitude of the energy transition now taking place in the economy and what investors should consider as the switch to renewables unfolds.
    Key Takeaways:
    In the US, the shift to renewable energy could require as much as $1 trillion in spending per year, with implications for almost every area of the economy.
    While that level of spending may not be feasible, significant investment is occurring in select technologies that will be key to moving the transition forward, such as battery technology.
    Diversification can help manage downside risk as technologies emerge. A pragmatic approach to investment timelines is also important. Real-world constraints, for example, could create near-term volatility for long-term investment opportunities.

    • 22 min
    Global Perspectives: ESG is more than a score

    Global Perspectives: ESG is more than a score

    In the latest episode of Global Perspectives, Head of Global Sustainable Equities Hamish Chamberlayne and Portfolio Manager Aaron Scully join Adam Hetts, Global Head of Portfolio Construction and Strategy. The trio dig deeper into sustainable investing, discussing how ESG analysis is more than just a "score" and how sustainable investing truly impacts the risk and return of all investors’ portfolios.
    Key Takeaways:
    ESG analysis should consider the physical and transition risks associated with climate change. Transition risk is the risk that a company’s business model will not adapt to the move toward a green and clean economy. Meanwhile, the physical risks of climate change go beyond hurricanes and floods and should consider where a company’s assets are located and what this means for its business.
    There are many examples of technology driving productivity and being deflationary. In many cases, renewable energy is cheaper than traditional thermal generation for electricity. We expect the price of renewable energy to continue to come down and the adoption of renewal energy to increase, which should be deflationary over time.
    We are standing at the beginning of what appears to be a transformational decade with an expected acceleration in investment and deployment of clean technologies across multiple sectors and industries. We believe that transformations can be driven by decarbonization.

    • 26 min

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