Guy Barnard and Tim Gibson, Co-Heads of the Global Property Equities Team, provide a mid-year review on the performance of global REITs and their outlook for the rest of 2019. Everyone loves completing their half yearly review. So we thought we would provide one for global real estate investment trusts (REITs). How did global REITs
Guy Barnard and Tim Gibson, Co-Heads of the Global Property Equities Team, provide a mid-year review of global REITs on the back of ongoing market turbulence. They also share their outlook for the remainder of 2019.
Oliver Blackbourn, a Fund Manager on the UK-based Multi-Asset Team, discusses the strong likelihood that the FOMC will deliver a rate cut at their July meeting – and beyond.
Asian companies are paying dividends at a rate fast outpacing those in developed markets. Sat Duhra, Co-manager of Janus Henderson’s Asian dividend income portfolio, explains the significance of this trend and why it should not be ignored.
Jamie Ross, Manager of Janus Henderson Pan European Equity Fund, 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 Danish pharmaceutical company Novo Nordisk.
Watch John Bennett, Fund Manager of Henderson European Focus Trust, explains his rationale behind reducing the minimum number of stocks the Trust can hold; his views on the emergence of ‘disruptors’ and what it means for the European equity market.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
David Smith, Fund Manager of Henderson High Income, talks Brexit, the importance of dividend growth and value vs growth.
Mike Kerley, Fund Manager of Henderson Far East Income, explains his approach to investing for income in Asia-Pacific, including the ongoing ‘trade war’ between China and the US and some of the interesting themes in the region.