At Janus Henderson Investors, our focus is on growing and managing our clients’ capital and fulfilling our fiduciary responsibilities. In every market, client demand is increasing for us to invest with processes that incorporate environmental, social and governance (ESG) factors and sustainability. ESG factors are integral to how we think about risk and are embedded
Global dividends surge to a new record in second quarter of 2022
Janus Henderson’s Global Dividend Index shows that global dividends reached an all-time quarterly high of $544.8 billion in Q2 2022.
Global bonds navigator: piloting a soft landing
As central banks balance taming inflation without choking off growth, how could fixed income sectors fare? The Global Bonds Team model scenarios.
Considering US small caps in an economic slowdown
The case for US small caps as the potential for recession looms.
Dividends in Asia remain attractive
Sat Duhra, Portfolio Manager of Henderson Far East Income talks about the Trust’s performance year-to-date, areas where he is finding opportunities, and looks at the risks emanating from China. Sat also looks at how Asian countries are approaching decarbonisation.
Henderson Far East Income Limited
Portfolio Managers of Henderson Far East Income Limited, Mike Kerley and Sat Duhra, deliver the 2022 Annual General Meeting presentation to shareholders. They cover the Trust’s performance over the last financial year, highlight factors impacting Asian markets, and outline portfolio activity over the period.
Henderson European Focus Trust Fund Manager Commentary – July 2022
Tom O’Hara and John Bennett, Portfolio Managers of Henderson European Focus Trust, provide an update on the Trust highlighting factors that impacted European equity markets in July and outline recent portfolio activity.
Lowland Investment Company Fund Manager Commentary – July 2022
Laura Foll and James Henderson, Portfolio Managers of Lowland Investment Company, deliver an update on the Trust highlighting factors currently impacting the UK market, the key drivers of performance, and outline recent portfolio activity over the month.
Henderson Far East Income Fund Manager Commentary – July 2022
Mike Kerley and Sat Duhra, Portfolio Managers of Henderson Far East Income provide an update on the Trust, highlighting factors currently impacting Asian markets, the key drivers of performance in July, and outline recent portfolio activity.
Considering US small caps in an economic slowdown
The case for US small caps as the potential for recession looms.