Our experts discuss market expectations and portfolio implications for the year ahead.
Global Perspectives: Market GPS investment outlook – Chain reactions
Investor Survey: Advisors offer much more than investment advice
Our survey found that advised clients tend to be more confident and less likely to make investing mistakes due to emotions.
Australian economic view – January 2024
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Snapshot in time: Henderson European Focus Trust
While we avoid making investment decisions based on short-term forecasts, 2023 provided its own lessons for Henderson European Focus Trust.
Introduction to Henderson High Income Trust
Henderson High Income Trust (HHI) portfolio manager, David Smith, introduces the Trust, explains what’s unique about its strategy and discusses the Trust’s track record.
Market outlook – Henderson Far East Income Limited
Asian markets underperformed relative to global benchmarks, largely due to a stronger US dollar and multiple economic issues affecting China.
A new tune for 2024
High interest rates have been a headwind for growth & quality stocks over the last few years, but maintaining a focus on quality should pay off in the long term…
A new tune for 2024 – Henderson EuroTrust
High interest rates have been a headwind for growth & quality stocks over the last few years, but maintaining a focus on quality should pay off in the long term.
Tina Kuennen
Playing global themes in European equities in 2024
Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.