Women face unique challenges when it comes to retirement planning. These five steps will help you take control of your finances.
Multi Sector Income – Fund update
Please join our webcast on Thursday 18 January to hear from Seth Meyer, Head of Fixed Income Strategy, as he gives a quarterly update on the Multi Sector Income fund, as well as sharing his latest market perspectives and outlook.
The Bankers Investment Trust PLC: Full-Year Results 2023
Portfolio Manager Alex Crooke discusses The Bankers Investment Trust PLC (BNKR) full-year results, including performance over the year, the main factors he looks out for when investing in a company, and his outlook for BNKR’s dividends and the global market.
Janus Henderson Multi Strategy Quarterly Letter
Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
Research in Action: Secular trends outweigh the cyclical in industrials
Precision agriculture, electric vehicles, and other long-term trends could grow in prominence and help boost the industrials sector in 2024.
Research in Action: Healthcare’s setup for 2024 strengthens
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
A “monetarist” perspective on current equity markets
Monetary trends suggest a coming inflation undershoot, argues Simon Ward, Economic Adviser.
Investors and the new era for geopolitics
The Economist Intelligence Unit explores some of the data behind geopolitics while CEO Ali Dibadj provides his perspective on what it means for investors.
Research in Action: Goods vs. experiences – what will consumers gravitate to in 2024?
The performance of consumer stocks could hinge on where households decide to aim their spending power next.
Equities in 2024: The stars align for quality
Join our webcast to hear from Marc Pinto, the new head of Janus Henderson’s Americas Equity platform, alongside Lara Castleton, U.S. Head of Portfolio
Construction and Strategy, as they discuss:
- Why we think a focus on quality earnings will benefit investors.
- How a new – higher – interest rate regime could impact equities.
- How to incorporate AI, the Magnificent 7 and other investment themes into portfolios.