Pan European Equity Strategy run by Henderson EuroTrust Portfolio Manager Jamie Ross, explains that high-quality, value businesses can be found in the most unlikely places.
Knowing where to fish
Are dividends risky business? REITs can offer some sustainability
Pressure to offer rent deferrals during COVID-19 lockdowns could put dividends paid by real estate investment trusts (REITs) at risk. However, it is becoming increasingly evident that some property sectors may be better able to weather the crisis, according to Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team.
Risky Business? The Sustainability of REIT Dividends
Real estate investment trusts (REITs) able to collect deferred rent – or that have few rent deferrals in the first place – may be less likely to cut dividends during the crisis.
Bonds – What Are They Good For?
With the bond pillar now eroding, finding true diversification and low correlation across investments will become more important to portfolio construction.
COVID-19: Understanding the science & investment implications (Part 2)
In the second installment of our video series on the scientific and investment implications of COVID-19, Biotech Analyst Agustin Mohedas provides insights on how biotech and pharmaceutical companies are responding to the crisis, and why continued systematic testing for the virus is crucial to the eventual reopening and recovery of the U.S. economy.
Global Sustainable Equity: news and opportunities (April 2020)
Hamish Chamberlayne, Portfolio Manager for the Janus Henderson Global Sustainable Equity Strategy, discusses recent developments affecting the world over the past three months.
Prepare for a dispersion of outcomes for Emerging Markets post COVID-19
Daniel Graña and Matthew Culley from the Emerging Market Equity Team explain the importance of examining each emerging country individually to determine how they are likely to weather the COVID-19 storm, and why some of these countries are likely on the cusp of a transition toward more value-added growth drivers.
Janus Henderson Global Property Equities Team
The Janus Henderson Global Property Equities Team covers more than 500 real estate companies globally and utilizes fundamental research to identify property sectors poised for stable growth in earnings and dividends regardless of benchmark constituents. With eight members based in London, Singapore and Chicago, the team’s emphasis on local property market knowledge, combined with a
Global Sustainable Equity: news and opportunities (Q2,20 update)
Hamish Chamberlayne, Portfolio Manager for the Janus Henderson Global Sustainable Equity Fund, discusses recent developments affecting the world over the past three months.
Global Sustainable Equity: news and opportunities (April 2020)
Hamish Chamberlayne, Head of Global Sustainable Equity and Portfolio Manager, discusses recent developments affecting the world over the past three months.