Stay in growth, holiday in value?
According to Kevin Murphy, co-manager of Schroder Income fund, there are two environments in which...
Janus Henderson European Focus
Is fast food recession-proof?
Before the global lockdown some 15-40% of calories were typically consumed away from home, usually...
Will the pandemic result in deflation or inflation?
Inflation plunged last month: the UK consumer prices index (CPI) fell from 1.5% in March to 0.8% in...
Investing in our rescue dog
We have exciting news in the West household: we’re adopting a rescue dog! We don’t actually know...
Europe: Recession, depression or opportunity?
A maligned market for more than a decade, some green shoots of hope appeared for Europe at the start...
The global deep freeze and the Great Lockdown recession
“Usually you get bargains in a recession, but this one is different: it’s a Control-Alt-Delete...
68: The Control-Alt-Delete recession
“Governments and central banks have spent the last decade trying to avoid a recession – then along comes this pandemic,” says John Bennett, manager of Janus Henderson European Focus fund. “Usually you get bargains in a recession, but this one is different: it’s a Control-Alt-Delete recession and the global economy has been reset.” John discusses...
A change of Lagarde
On 1 November 2019, Mario Draghi will step down as President of the European Central Bank (ECB) and...
Instagram obsessed millennials and the top 10 Instagrammable places to holiday (and invest)
Last week we talked about the how to invest in the apps that millennials use everyday. One of these,...
15. Lager, salmon and chocolate: three reasons to like Europe
Having won a school investment competition a the age of 16 and been runner-up in the Observer 'Investor of the Year' at age 21, it's perhaps not surprising John Bennett became a fund manager. In this podcast he talks to us about his investments in Carlsberg and Nestle, as well as Mowi the salmon farming business. He also tells us why he thinks...
First woman to become president of the European Central Bank
While Brexit party MEPs chose to turn their backs on the EU national anthem, and Lib Dem MEPs...
Catch up and a cuppa with… John Bennett
Janus Henderson fund manager John Bennett is one of the most experienced European fund managers in...
Father’s Day gift ideas you can purchase or invest in
Father’s Day is this coming weekend and, if your household is anything like mine, while...
Eurovision: where fund managers are placing their investment bets
This year’s Eurovision Song Contest takes place this Saturday, 18 May, in Tel Aviv, with 26...
Three Elite Rated funds that have Father’s Day covered
It’s that time of the year when us dads practise our ‘surprise’ face, in...