Here we explore the importance of evaluating transition plans in identifying both market risks and opportunities.
Beyond carbon: Identifying climate transition risks and opportunities
Henderson Opportunities Trust – ShareSoc Webinar
James Henderson, Fund Manager of Henderson Opportunities Trust presents an overview of the trust and its objectives, looks at recent performance and portfolio positioning, and gives some examples of stocks he believes could be the market leaders of tomorrow.
Pan European Small and Mid-Cap Fund Tagline
A portfolio blended across growth and value opportunities that seeks high-quality small and medium-sized European companies on attractive valuations.
Outpacing money markets: The historical yield advantage of short-dated bonds
Many investors underappreciate the historical outperformance shorter-dated bond strategies have delivered relative to money market allocations.
Sundown, you better take care: Changes resulting from the sunset of the TCJA
The “sunset” of the Tax Cuts and Jobs Act of 2017 includes many tax law changes in addition to the reduction of the estate and gift tax lifetime exemption.
The Big Exit: Emerging market sovereigns carve a way out of default
Several frontier markets have exited long periods of default and have now embarked on a path of recovery. Innovation in the sovereign debt restructuring architecture can spell opportunities for investors.
Ruchi Biyani
Ruchi Biyani is Corporate Governance Lead at Janus Henderson Investors, a position she has held since 2024 She is a member of the Responsibility Team’s Responsible Investment and Governance division and leads the team on heading investment team support, corporate governance, development of corporate governance data capabilities, and enhancement of proxy voting processes and policy
Top-performing fixed income sectors in H1 2024: Securitized outpaces the Agg
Ranking the best-performing fixed income sectors through the first half of 2024.
Balanced – strategy update
Please join Jeremiah Buckley, Portfolio Manager, on Tuesday 20 August, as he delivers a quarterly update on the Balanced strategy, as well as sharing his latest market perspectives and outlook.
With a growing economy and strong markets, equity investors should focus on earnings
The Portfolio Construction & Strategy Team discusses the importance of earnings growth in unearthing overlooked opportunities.