Henderson Opportunities Trust aims to produce capital and dividend growth for investors, without excessive volatility. To achieve this, its managers use an eclectic blend of UK equities.
Too big to ignore? Unlocking the potential of EM debt
Emerging Markets Debt Hard Currency is an evolving and diverse asset class that offers significant total return upside potential and portfolio diversification benefits.
Climate and energy transition: Investing (rather than divesting) for a brighter future
Case for an active and pragmatic approach in climate transition investing.
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Global dividends reached a Q3 record of US$431.1bn. up 3.1% year-on-year on both a headline and underlying basis. 88% of companies raised payouts or. held them steady and median (or typical) dividend growth was 6.0%. Banks and media companies (which include internet media). made the largest contribution to growth. No change to underlying growth expectation
Australian economic view – June 2024
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
You missed the market rally. Now what?
What investors can do if they feel like they missed the market rally.
The wealth management industry has a diversity problem
Three areas of focus wealth management firms should focus on to start making progress on improving diversity in the industry.
Lowland Investment Company plc: Half-year Results
Portfolio manager Laura Foll discusses the half-year results for Lowland Investment Company plc (LWI), including performance over the half-year period, changes to the portfolio and the dividend return for the trust.
Economic divergence and monetary policy: A look at Canada and the UK
Investors have the opportunity to position fixed income allocations to capitalize on the likely divergence of developed market monetary policies.
Global Life Sciences – strategy update
Please watch Andy Acker, Portfolio Manager on the Health Care and Biotech Teams, give an update on the Global Life Sciences strategy, as well as sharing his latest market perspectives and outlook