Signals embedded in options markets indicate a closer race for the White House than suggested by consensus polling data.
An options-implied analysis of the US presidential election: Part II
Global Perspectives: Non-U.S. stocks begin to make their case
After years of underperformance, non-U.S. equity markets look poised for better returns.
Europe Large Cap Blend Equity– strategy update
Tom O’Hara, Portfolio Manager on the Equities team, on Thursday 5 September delivered a quarterly update on the Europe Large Cap Blend Equity strategy, as well as sharing the latest market perspectives and outlook.
Quick View: History is written by the victors – in this case, the Fed
Dan Siluk, part of Janus Henderson’s fixed income team, believes that Federal Reserve (Fed) Chairman Jerome Powell earned the right to take a bow at the recent Jackson Hole Symposium
Do AAA CLOs still make sense in a declining rate environment?
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
Biotechnology Innovation BIOINNCS GLOBIS
Australian economic view – September 2024
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Not the Europe you think you know: Henderson European Trust
While the UK market is having a moment in the sun, investors in The City of London Investment Trust have long benefitted from a standout dividend history…
The unmatched consistency of UK dividends: City of London Investment Trust
While the UK market is having a moment in the sun, investors in The City of London Investment Trust have long benefitted from a standout dividend history…
Core Australian Fixed Interest Funds Overview
In this overview, Jay Sivapalan, Head of Australian Fixed Interest, explains the purpose of the Janus Henderson Tactical Income and Australian Fixed Interest Funds, where they fit within a portfolio and how they could be utilised in different economic environments.