Search Result(s)

There are 178 item(s) tagged with the keyword "Janus Henderson".

Displaying: 1 - 10 of 178

Enabling AI: Tailwinds for semiconductors and data centres

Portfolio Managers Richard Clode and Guy Barnard discuss the latest nVIDIA product launch, and provide examples of how tech and property companies are coming together to enable and benefit from the ongoing demand for genAI.

Tags: Janus Henderson
Data center boom: Navigating the power crunch

As the data center expansion driven by artificial intelligence (AI) forges ahead, Portfolio Manager Aaron Scully explores growth opportunities and how investors can navigate electricity bottlenecks.

Tags: Janus Henderson, Technology, Environmental Social Governance (ESG)
Why healthcare stocks could catch a break this election year

Portfolio Managers Andy Acker and Dan Lyons discuss why the rematch in this year’s U.S. presidential election could be neutral for the healthcare sector.

Tags: Janus Henderson, Healthcare, Geopolitics
Strat Bond Q1

Quarterly update Strategic Bond 

Tags: Janus Henderson
Rate cutting cycles in US back to 1969

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.

Tags: Janus Henderson, Inflation
What the higher cost of capital means for investors

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.

Tags: Janus Henderson, Macroeconomics
European real estate: Are we nearly there yet?

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.

Tags: Janus Henderson, Property
Quick View: nVIDIA – focus on the fundamentals, not the hype

Portfolio Manager Richard Clode comments on nVIDIA’s latest earnings announcement and discusses the factors supporting more sustainable returns for the company.

Tags: Janus Henderson, Technology
Global dividends rose to a record $1.66 trillion in 2023

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.

Tags: Janus Henderson, Income
JP's Journal: Watch the quitters

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.

Tags: Janus Henderson

Displaying: 1 - 10 of 178