The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
Why healthcare stocks could catch a break this election year
Australian economic view – April 2024
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Data center boom: Navigating the power crunch
How investors can navigate growth opportunities and electricity bottlenecks as data centers proliferate.
David Barker
David Barker is a Research Analyst on the European Equities Team at Janus Henderson Investors, a position he has held since 2021.
European espresso: the post-COVID ascent of European aerospace
Is the European defence industry on the cusp of a multi-decade long investment cycle?
Henderson EuroTrust plc: Half-Year Results
Fund Manager, Jamie Ross, discusses the half-year results for Henderson EuroTrust plc (HNE), including the trust’s performance over the period, which stocks drove this performance, and explains how this relates to the current European investment environment.
Henderson High Income Trust plc: Full-Year Results
Fund Manager, David Smith, discusses the full-year results for Henderson High Income Trust plc (HHI), including the trust’s performance over the period, changes to the portfolio and his outlook for dividends.
Enabling AI: Tailwinds for semiconductors and data centres
nVIDIA’s Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
Why the 60/40 is still alive and how investors can benefit from a balanced fund in their portfolio
Three versatile use cases for balanced funds in investor portfolios.
Henderson High Income Trust plc: Full-Year Results
Disclaimers References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned. Not for onward distribution. Before investing in