In this video, Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses how the recent volatility in global equity markets should refocus investor attention on the importance of looking at the fundamentals of a business. In a recent trip to California, he met with technology companies that continue to benefit from long-term secular growth themes in the sector including cloud adoption, 5G and artificial intelligence (AI).
In a world long on uncertainties and short on guarantees, read why investors ought to stay the course and not act rashly while anticipating market corrections.
Jenna Barnard, Co-Head of Strategic Fixed Income, shares her latest views on the bond markets; remaining bullish on duration and retaining a defensive stance in credit.
Nick Watson, fund manager for the UK-based multi-asset team, provides his ‘match report’ for Janus Henderson’s Multi-Asset Core Income range in 2018. In this article, he looks at the divergent market forces that drove performance.
Chinese money and credit trends remain weak, casting doubt on claims that policy stimulus is gaining traction and will lead to a significant recovery in economic momentum later in 2019.
Il Janus Henderson Balanced Fund – Class A$acc ha vinto il Premio Alto Rendimento 2018, promosso dal Gruppo Sole 24 Ore, nella categoria “Miglior fondo Bilanciato”.
Younger employees tend to be overly optimistic about their financial goals. Retirement expert Ben Rizzuto explains how to turn misunderstanding into confidence.