Are European companies good investments?
I’m a big horse racing fan and I always remember a horse called Sizing Europe, which was always...
Janus Henderson European Focus
Investing in Mothering Sunday
This Sunday is Mother’s Day. The one day each year when we all remember to say “thank you” for...
January sales: picking up the bargain shares
It’s that time of year again, when oversized handbags relinquish their function as a fashion...
Stay in growth, holiday in value?
According to Kevin Murphy, co-manager of Schroder Income fund, there are two environments in which...
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...