There are 178 item(s) tagged with the keyword "Janus Henderson".
Displaying: 1 - 10 of 178
Jenna Barnard and John Pattullo, Co-Heads of Global Bonds, explain why the inflation battle is fast becoming yesterday’s news. As attention turns to rate cuts, they look back through history to gauge the potential direction for bond yields.
With borrowing costs for the next decade likely to be meaningfully higher than pre pandemic, how will the investment landscape shift? In the third and final article with the Economist Intelligence Unit (EIU) we explore their expectations, while Janus Henderson CEO Ali Dibadj looks at the implications for investors.
With European real estate values expected to bottom in 2024 and listed REITs discounting an overly pessimistic scenario, there is an opportunity to re-engage with the asset class, says Guy Barnard, Co-Head of Global Property Equities.
Portfolio Manager Richard Clode comments on nVIDIA’s latest earnings announcement and discusses the factors supporting more sustainable returns for the company.
According to the latest Janus Henderson Global Dividend Index, global dividends rose to a record $1.66 trillion in 2023, up 5.0% on an underlying basis. The year ended on a particularly positive note, with Q4 dividends rising 7.2% on an underlying basis, thanks to strength in Europe, the UK and Japan.
The US labour market showed another strong performance, with non-farm payrolls increasing by over 300,000 in March, building on the February outturn and ahead of the consensus expectation of 215,000.
Ali Dibadj, CEO, shares the industry topics he’s hearing most in conversations with asset allocators, family offices, end-clients, colleagues, investors, and others he meets around the world. How are allocation trends changing and where are active managers making a difference at a service and product level?v
Suney Hindocha, Research Analyst on the Global Sustainable Equity Team led by Hamish Chamberlayne, highlights three stocks that exemplify the benefits of a multidisciplinary approach to investing.
Jenna Barnard, Co-Head of Global Bonds, looks at key factors shaping the economy and markets and why the disinflation dynamic should leave bonds well positioned as 2024 progresses.
In the second part of the Thematic Investing video series from our Portfolio Construction and Strategy Team, Sabrina Denis, Senior Portfolio Strategist, discusses the Healthcare sector, which is one of four areas that the PCS Team has identified as having sizeable growth opportunities going forward.
Displaying: 1 - 10 of 178