As market dynamics shift and mega-cap tech companies show vulnerability, global small caps could be poised for a significant resurgence.
Global small caps – no longer the ugly duckling
Is the increase in 401(k) loan use a participant education issue?
Why it’s important to educate participants about the risks of taking plan loans and to consider offering alternative options.
Global Perspectives: Finding balance in a shifting market landscape
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
Federico Borin
Federico Borin is a Portfolio Analyst on the European Equities Team at Janus Henderson Investors, a position he has held since 2022.
Laura Foll at the AIC Investment Company Showcase
Last month, Laura Foll, co-manager of Henderson Opportunities Trust and Lowland Investment Company, spoke at the AIC Investment Company Showcase.
Australian economic view – November 2024
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
European espresso: Europe can adapt to any US election outcome
The ‘Trump trade’ has impacted European equity markets, but reduced uncertainty following the election could be a tailwind for stocks in the region.
How big tech became a big friend to European investors
The dominance of big tech over the last decade has been closely associated with a surging US market, at the expense of others including Europe. Now that the tech giants are spending big though, they are spending in Europe.
Henderson International Income Trust: Full-Year Results 2024
Ben Lofthouse, manager of Henderson International Income Trust, discusses the trust’s results for the year to 31 August 2024.
What types of U.S. investors are most likely to have named a trusted contact for their brokerage accounts?
Research found that a lack of basic financial knowledge is the main reason affluent investors use less tax-efficient and cost-effective debt vehicles, creating an education opportunity for advisors.