How investors can navigate growth opportunities and electricity bottlenecks as data centers proliferate.
Data center boom: Navigating the power crunch
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How investors can navigate growth opportunities and electricity bottlenecks as data centers proliferate.
David Barker is a Research Analyst on the European Equities Team at Janus Henderson Investors, a position he has held since 2021.
Is the European defence industry on the cusp of a multi-decade long investment cycle?
Fund Manager, Jamie Ross, discusses the half-year results for Henderson EuroTrust plc (HNE), including the trust’s performance over the period, which stocks drove this performance, and explains how this relates to the current European investment environment.
Fund Manager, David Smith, discusses the full-year results for Henderson High Income Trust plc (HHI), including the trust’s performance over the period, changes to the portfolio and his outlook for dividends.
nVIDIA’s Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
Three versatile use cases for balanced funds in investor portfolios.
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Please watch our Pan European and Continental European strategies webcast update with Tom Lemaigre, Portfolio Manager on the European Equities team, which took place on Tuesday 26 March as he delivered a quarterly update, as well as sharing his latest market perspectives and outlook.
Explaining the impact of an allocation to technology stocks on a portfolio.