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UK small cap stocks weathering the storm

Neil Hermon | Janus Henderson Investors | The Henderson Smaller Companies Investment Trust

Neil Hermon, Portfolio Manager of The Henderson Smaller Companies Trust, provides an update on the Trust, covering performance year-to-date, how small-cap growth stocks are faring in this environment, and areas where he is finding opportunities.

Net zero: A once-in-a-lifetime investment opportunity?

The global commitment to net zero emissions by 2050 is gaining momentum, and investment in innovation will be vital to achieving it. This transition represents a multi-decade investment opportunity as the world targets a net zero future.

Australian economic view – June 2022

Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.

“Don’t just do something, stand there!”

The UK inflation horse has long since bolted and monetary trends suggest that further policy tightening would compound the Bank of England’s 2020-21 policy error, argues Simon Ward, Economic Adviser.