There are multiple reasons for optimism on commodities and the wider resources sector in the year ahead.
What can we expect for commodities in 2023?
Henderson EuroTrust – Searching for mispriced opportunities
Recently Commissioned research from Edison highlights why now is the time to consider Henderson EuroTrust.
Market GPS 2023: Finding the silver lining
Investors will continue to grapple with market shocks in 2023, but it’s time to focus on the silver lining. In our Market GPS webinar, Janus Henderson’s asset class experts share their perspectives on the economic outlook and discuss the risks and opportunities facing investors in the year ahead.
10 Years of Consecutive Dividend Growth
Despite a volatile market environment, Henderson High Income has increased its dividends for 10 consecutive years at a rate in line with inflation. Here, we look at how Portfolio Manager David Smith has utilised the investment trust structure and prudent stock selection to navigate a challenging market environment.
Market GPS 2023: Finding the silver lining
Investors will continue to grapple with market shocks in 2023, but it’s time to focus on the silver lining. In our Market GPS webcast, Janus Henderson’s asset class experts share their perspectives on the economic outlook and discuss the risks and opportunities facing investors in the year ahead.
The end of globalization?
The growing trend toward deglobalization and what it means for investors in emerging markets.
Is now the time to buy UK stocks?
Job Curtis, Portfolio Manager of The City of London Investment Trust, looks back at 2022 and shares his insights on inflation, the cost-of-living crisis, and UK stock market valuations. Job also touches on the dividend outlook for 2023 and the key risks investors should be mindful off.
Market GPS 2023: Finding the silver lining
AI ChatGPT – the next great hype cycle?
A discussion on ChatGPT and the implications of its release on the tech sector.
Loans look-through: A year for income?
Hard or soft landing? Pivot or pause? While prospects for the global economy remain in the balance, David Milward, Head of Loans, considers a more predictable element for fixed income investors.