Jamie Ross, Fund Manager of Henderson EuroTrust, provides a snapshot of the typical analysis undertaken on every company considered for the portfolio. In this case, he explains the rationale behind the inclusion of the Swiss packaging company SIG Combibloc.
COVID-19 cases are mounting in the U.S. But the dynamics of the outbreak are also changing, with important implications for the next phase of the pandemic.
Observing recent trends in the small- and mid-cap space, where money-losing companies have consistently outperformed profitable businesses.
The Janus Henderson Global Equity Fund (Unit Trust) recently reached a 10-year milestone as an unconstrained, concentrated and high conviction Global Equities Strategy. Fund Manager Gordon Mackay explains how the same disciplined investment approach has been employed over the last decade, which has provided strong absolute and relative performance.
Unser Fondsmanager, Nicolas Scherf, im Interview mit Finanzexperte Antonio Sommese, Finanzstrategie Sommese, zum Thema Immobilienaktien als Portfoliobaustein.
In this video, Tim Gibson, Co-head of Global Property Equities shares his views on ‘the new normal’ practice of working from home as well as how offices will need to adapt to suit the changing work environment.
Richard Worrell is Head of EMEA Equity Trading at Janus Henderson Investors, a position he has held since 2020.
Jamie Ross, Fund Manager for Henderson EuroTrust, delivers his monthly commentary on how the Trust performed in June, portfolio activity and his thoughts on wider economic and political developments.
Technology equities portfolio manager Denny Fish explains why as long as data and networks continue to be valuable currency, today’s leading tech companies may face less of a dilemma than the generation of titans they displaced.
Fund Manager update – The City of London Investment Trust