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Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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Quick view: UK prorogation fever

Quick view: UK prorogation fever

​Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset team, discusses the abrupt escalation in hostilities between the UK Parliament and a bellicose PM.

Handelsoorlogen, ESG en demografie in China: uw vragen beantwoord

Handelsoorlogen, ESG en demografie in China: uw vragen beantwoord

In deze Q&A gaat May Ling Wee, China Equities Manager, in op belangrijke punten van zorg voor beleggers in China, zoals de gevolgen van handelsgeschillen, milieu-, sociale en bestuurlijke factoren (ESG) en demografische kwesties. Ze bespreekt ook hoe deze zaken beleggingsmogelijkheden creëren en sectoren opleveren die bij beleggers in de gratie zijn.

Removal of the performance fee for certain funds

Removal of the performance fee for certain funds

Information about the removal of performance fees from four funds within the Janus Henderson Horizon Fund (SICAV), effective 1 July 2019.

Quick view: Chinese yuan depreciates to critical level against the US dollar
Quick Views China

Quick view: Chinese yuan depreciates to critical level against the US dollar

​Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.

US profits revision suggesting weaker outlook

US profits revision suggesting weaker outlook

The big news in last week’s US GDP release was a huge downward revision to corporate profits growth in recent years.

Cobalt: saying ‘no’ to child labour

Cobalt: saying ‘no’ to child labour

Ama Seery, analyst within the global Sustainable and Responsible Investment (SRI) Team headed by Hamish Chamberlayne, examines the explosive demand for cobalt to power new technologies and the many risks associated with its supply.

Wat Knowledge.Shared voor jou betekent

Bij Janus Henderson geloven we in het delen van deskundige inzichten voor betere zakelijke en beleggingsbeslissingen.

Ons credo is dan ook Knowledge. Shared.

HGI_DNA_1
UK politics: new leader, old problems
Quick Views

UK politics: new leader, old problems

​Paul O’Connor, Head of the UK-based Multi-Asset team, discusses confirmation of Boris Johnson’s appointment as UK Prime Minister and the highly uncertain outlook for Brexit that he, and his divided government must navigate, and the likely market response.

Powerplay: geopolitical manoeuvres and their corporate impact

​Geopolitical risk continues to be top of mind for investors, particularly the shifting global balance of power from west to east as showcased by the escalating trade friction between China and the US. Charlie Awdry, China equities portfolio manager and Richard Clode, Global Technology portfolio manager, provide candid views on this evolving issue and its significance on how they invest.

US-China trade negotiations — another ceasefire
Quick Views

US-China trade negotiations — another ceasefire

Paul O’Connor, Head of the UK-based Multi-Asset Team, shares his views on the meeting between the US and China at the G20 Summit in Osaka and explains why the ceasefire does not necessarily mean an end to the trade war.

Quick view: Is de gezondheidszorg het volgende doelwit van Amazon?
Quick Views

Quick view: Is de gezondheidszorg het volgende doelwit van Amazon?

Alison Porter, Graeme Clark en Richard Clode, portefeuillemanagers van het Janus Henderson Global Technology Team, geven hun visie op het nieuws dat Amazon, JP Morgan en Berkshire Hathaway gaan samenwerken om de ziektekosten voor hun medewerkers te verlagen.

Digital Natives Come of Age
Megatrends Technology

Digital Natives Come of Age

In this video, Richard Clode, Global Technology Portfolio Manager, talking at the Janus Henderson 2019 UK Investment Conference, describes how a convergence of technical trends and a digital generation ready to embrace change is likely to shape the future of companies.

Quick view: Brexit vote
Quick Views

Quick view: Brexit vote

​Ben Lofthouse, Head of Global Equity Income, provides his thoughts on the vote on Brexit by members of Parliament and the impact of the uncertainty that surrounds the UK’s future relationship with the European Union.