Reflecting on an eventful and challenging 2023, where will opportunities emerge for the Bankers Investment Trust?
Approaching a New Year investment crossroads
Henderson International Income Trust (HINT) – dividends have remained firm amid rising rates
The Henderson International Income Trust (HINT) was created with the aim to provide investors with both a growing dividend and capital growth from international equity exposure. It is designed to complement UK equity income holdings and as such does not invest in UK-domiciled companies.
Why 2024 could be European small caps’ time to shine
With European small cap valuations reaching historic lows, this point in the economic cycle could be ideal for stock-pickers focusing on high-quality growth stocks.
How the School of Athens can help investors navigate markets in 2024
Three lessons from School of Athens luminaries that can help guide investors through challenging markets in 2024.
Francesco Sciaudone, CFA
Francesco Sciaudone is a Portfolio Construction and Strategy Analyst and a member of the Portfolio Construction and Strategy Team at Janus Henderson Investors, a role he has held since 2022. He joined the firm in 2020 as a portfolio management oversight analyst at Janus Henderson Investors Europe S.A., the Luxembourg-based management company of Janus Henderson
Actions Durables – L’approche Janus Henderson Investors
Dans cette vidéo, Tony Cesar, Directeur Commercial pour la France, présente l’approche de Janus Henderson en matière d’investissement durable.
Thematic Investing – Janus Henderson’s Approach
In this video, Tony Cesar, Director of Sales for France, discusses Janus Henderson’s approach to investing, specifically in the thematic space as we want to address 4 structural trends: resource scarcity, climate change, ageing population and population growth.
Building a prudent position: Henderson Smaller Companies
While a challenging 2023 looks more likely to give way to a better 2024, conditions for UK smaller companies remain tough. Fortunately, the companies themselves have been diligent in preparing for such an environment.
CJ Van Dyke
CJ Van Dyke is a Portfolio Strategist at Janus Henderson Investors, a position he has held since 2023.
Andrew Molinet, CFA
Andrew Molinet is a Senior Portfolio Strategist on the Portfolio Construction and Strategy Team at Janus Henderson Investors, a position he has held since 2023. In this role, Andrew partners primarily with U.S. clients to deliver actionable portfolio insights and generate proprietary thought leadership. Prior to joining the firm, he spent seven years at Capital