Janus Henderson European Selected Opportunities fund is a long-only portfolio of typically 40-50 stocks. It mixes mega and large blue-chip holdings with some mid-cap and John’s pragmatic approach takes into consideration the overall macroeconomic environment and sector trends, as well as the criteria of individual companies. Janus Henderson European Focus fund is a more concentrated version of Janus Henderson European Selected Opportunities fund.
Read more about Janus Henderson European Selected Opportunities and Janus Henderson European Focus
To mark International Podcast Day, this week’s interview has been conducted by a real life investor, rather than your usual hosts. Dr Beth Vamvakas, who has been investing for about 10 years, talks to James Thomson, manager of Rathbone Global Opportunities fund, about online shopping, furlough schemes, healthcare and diagnostics, US elections,...
Alex Wright, manager of Fidelity Special Values investment trust, says the disruptions in supply chains that investors have been worrying about if a hard Brexit comes to pass are not that dissimilar to those we've seen because of COVID. “A lot of UK companies have done reasonably well dealing with the logistics of the pandemic because they had that...
While some of us have resorted to downloading the Calm Office app to simulate noises from the office, Kevin Murphy, co-manager of Schroder Income fund, is already back at his desk, and talking to the Investing on the Go podcast team about how soon UK companies could reinstate dividends, where he’s finding opportunities overseas, why he invested in...