Janus Henderson Investors

Our equities specialist, Andrew Cox, recently took the stage at the recent Prulink Global Tech Fund events organised by Prudential Indonesia (PT Prudential Life Assurance). What were the key takeaways? Exciting developments in the technology sector continue to fuel interest in artificial intelligence (AI) among investors. However, discernment remains key to separating the winners from the hype. Meanwhile, recent volatility could spell opportunity for investors who might have been waiting for a suitable entry point to increase or add to their investments in this vibrant sector. A big thank you to Eastspring Investments for the invitation, and we look forward to future collaborations. #BrighterFutureTogether #Asia #Events Andrew Hendry Alex Ng Geraldine Walsh

We are thrilled to be named Equity House of the Year at the Fund Selector Asia House Awards Hong Kong 2025. Grateful to have our commitment to achieving superior financial outcomes for our clients recognised by one of Asia's leading fund management publications. Thanks FSA. We look forward to continue helping investors in Asia progress toward their investment goals. #BrighterFutureTogether For more info on the award, please visit: https://lnkd.in/e8wXmrvB #Asia #Awards Andrew Hendry Alex Ng Geraldine Walsh Andrew Cox Keith Chan Lucas Klein Marc P.

A big thank you to CFA Society Hong Kong, Macau Institute of Financial Services (MIFS), and City University of Macau for inviting us to join the discussions on "Navigating Global Market Trends: Opportunities and Challenges" last Friday. Victoria Mio shared her views on where China’s markets are heading in 2025. Here are the key takeaways from the discussion: 1. AI & Innovation: A Defining Moment The emergence of DeepSeek R1 and the surge in AI-driven innovation have placed China at the forefront of the global AI race. The sector is evolving at an unprecedented pace, disrupting multiple industries and reshaping productivity. While competition remains fierce, China’s homegrown AI firms are proving their ability to outperform global peers in efficiency and adaptability. 2. Government's Pro-growth Policies Despite external uncertainties, China’s government remains committed to stabilizing the economy. They have introduced a series of targeted measures, including monetary easing, fiscal support, and pro-market reforms, all designed to stabilize the economy. Policies addressing local government debt, property market stabilization, and capital market reforms have provided reassurance to both domestic and global investors. 3. Profitability and Valuation Notably, dividend payouts from Chinese listed companies are improving, signaling profitability and confidence in long-term growth. Meanwhile, valuations of Chinese equities remain attractively valued, making Greater China an opportunity-rich market for long-term investors. 4. Consumer Spending Shifts: Experience Over Price Chinese retail is transforming. Chinese consumers are spending differently—moving beyond price sensitivity toward quality and experience-driven consumption. This is reflected in higher spending on quality goods, services, and lifestyle upgrades, e.g. companies like Pangdonglai redefining the supermarket experience. This evolving consumer trends will be an interesting one to look at. In summary, there is plenty to be excited about when it comes to Chinese equities. We believe the combination of high innovation levels, government support, demographic tailwinds and rapidly improving governance levels can bear fruit for long term investors. Selectivity, however, will be crucial to unlocking success. For more insights, please visit: https://lnkd.in/g6Z9tyeA #BrighterFutureTogether #Asia #Events #GreaterChinaEquities #ChinaEquities

Andrew Cox, our equities investment specialist, took the stage at UBS’s Year Ahead Indonesia 2025 event, to explain why investors look poised to experience a significant shift in the market landscape this year. He made his points in a panel discussion themed - Public markets: Is it the new investment playbook or is history repeating itself? Andrew emphasised the enduring potential of technology for investors, particularly focusing on the transformative impact of artificial intelligence. He also underscored the investment opportunities arising from the sector's high levels of innovation. However, he cautioned against over-hyped narratives, stressing the importance of discernment and a fundamentals focused approach for navigating the dynamic realm of technology investments effectively. #BrighterFutureTogether #Asia #Events Andrew Hendry Alex Ng Geraldine Walsh San LO Ken Tan

A very big welcome to Ashish Shrivastava who recently joined us as our new Global Head of Investment Risk. Ashish has over 27 years of industry experience and will be responsible for overseeing our investment risk management framework. He will also be responsible for enhancing our market aware risk management processes aligned to business and investment strategy. We’re excited to see you join Ashish! #BrighterFutureTogether #Risk #Jobs #Careers Marketing communication.

Warm wishes for joy and prosperity to our clients, partners, and colleagues as we embrace the Year of the Snake. Happy Lunar New Year! #Asia #BrighterFutureTogether Andrew Hendry Geraldine Walsh

We believe technology will continue to hold promise for investors in 2025. Richard Clode, our technology portfolio manager, alongside other industry experts, gave insights on these opportunities during Alliance Bank Malaysia Berhad's Invest Focus 2025. No surprises that the transformative power of artificial intelligence was a key area of focus. Thank you to Alliance Bank for the opportunity to share ideas and we look forward to future collaborations. For more insights on technology, please visit: https://lnkd.in/duZPd4AU #BrighterFutureTogether #Asia #Events Andrew Hendry Alex Ng Geraldine Walsh Timothy Kwek

We’re proud to share that Ruchi Biyani, our Corporate Governance Lead, has been highly commended for her outstanding contributions to stewardship and responsible investment in the Simon Fraser Stewardship Award 2024. This prestigious recognition highlights Ruchi’s dedication to prioritizing stewardship in investment decisions, a principle at the core of our Responsibility efforts. Congratulations Ruchi! The full press release can be read here: https://lnkd.in/gTXMk8ff #BrighterFutureTogether #Stewardship

Con tutti gli occhi puntati sulla Casa Bianca, gli investitori devono decidere cosa comporteranno per i mercati le politiche del presidente entrante e come posizionarsi di conseguenza. In occasione del suo insediamento, abbiamo chiesto ai nostri gestori di portafogli quali sono gli aspetti principali da considerare. Scorri qui sotto per i punti chiave e clicca qui per l’approfondimento completo: https://ter.li/55tt64 #JHI #JanusHenderson #InvestireInUnFuturoMiglioreInsieme Capitale a rischio. Comunicazione di marketing. Solo per professionisti in Italia.

Interesante entrevista de Martina álvarez con Funds People donde se destaca como el auge de la gestión discrecional en Espa?a exige a las gestoras internacionales tres cosas: rentabilidad, ser eficientes en costes y ayudar al distribuidor a contar historias. En un contexto donde los interlocutores relevantes para una gestora se han multiplicado, álvarez se?ala que “la industria de fondos es como un puzle donde todas las piezas son igual de importantes” y “cada vez se toman más decisiones colegiadas, con mayor comunicación”, por ello, “el papel de las gestoras internacionales consiste en ayudar a que todas las piezas encajen”. https://lnkd.in/dsgPfhfb Capital en riesgo. Para profesional en Espa?a. Comunicación Publicitaria #BrighterFutureTogether #News