Bank of England Governor Mark Carney’s “sea change” speech this week has laid the foundation for a dovish MPC shift in August.
Same old: UK MPC U-turns after ignoring money trends
The battle of the banks – the RBA vs the Big Four
Members of Australian Fixed Interest Team examine the tension between the RBA and the major banks and how much of the RBA’s 50bps cut in the official cash rate has been passed onto borrowers.
Markets may be strong, but we are stronger
Jamie Ross, Fund Manager of Henderson EuroTrust, explains how the trust has outperformed the market over the year to date and outlines his strategy behind this impressive run. Jamie also highlights two new and interesting additions to the Trust’s portfolio along with additional portfolio activity. Transcript Q: Hello and welcome to the latest video update
“Don’t you, forget about me”
Guy Barnard and Nicolas Scherf, Co-Managers of the Janus Henderson Horizon Pan European Property Equities Fund, highlight that, while newsflow in Europe and the property sector has been mixed over recent months, the fundamentals for the European property equities market remain robust, with increasing value to be found for the active investor.
Libra: the hype vs the reality
Alison Porter, portfolio manager in the UK-based Global Technology Team, discusses Facebook’s venture into digital payments via Libra, the significance of this for cryptocurrencies and its implications for investors.
DR New Expiration Article Test
Your anger gives you great power. But if you Iet it, it will destroy you as it almost did me. If you’re good at something, never do it for free. It will be extremely painful… for you No gun? I’m insulted. You fight like a younger man, there’s nothing held back. It’s admirable, but mistaken.
Anatomy of a good company, Novo Nordisk
Jamie Ross, Fund Manager of Henderson EuroTrust, 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.
Investment themes that matter – Market GPS discussion
In this video, Co-Head of Equities Alex Crooke, Global Head of Fixed Income Jim Cielinski and Global Head of Multi-Asset and Alternatives Michael Ho explore the key themes shaping the investment landscape for the second half of 2019. Aligning with the Janus Henderson Mid-Year Market GPS outlooks, the discussion assesses potential impacts and opportunities for investors in the months ahead.
John Bennett: why less is more
John Bennett, Fund Manager for Henderson European Focus Trust, discusses why he believes the concentration of the Trust’s portfolio will not lead to greater risk and how he intends to maintain a diversified portfolio with high conviction. Transcript Q: Hello and welcome to this latest video update for The Henderson European Focus Trust. Today I’m
M&A activity: a favoured prescription for biopharmaceutical companies
Andy Acker is a Portfolio Manager at Janus Henderson Investors responsible for managing the Global Life Sciences and Biotechnology strategies since 2007 and 2018, respectively. He also leads the firm’s Health Care Sector Research Team.