Charlie Awdry: notes from the road
Charlie Awdry, China equities portfolio manager, gives a first-hand insight into the culture, company dynamics and consumer trends experienced during his recent research trip to China.
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Soaring profits push global dividends to first-quarter record
Janus Henderson Investors has appointed two Investment Analysts, Tom O’Hara and Tom Lemaigre to the European Equities team. They will both report to John Bennett, Head of European Equities, and will provide analyst support across John’s and the wider team’s funds.
Tell Tail Signs: Any More Catalysts for Risk Assets?
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.
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Asian equities: turnaround drivers
Andrew Gillan, Head of Asia ex-Japan Equities at Janus Henderson Investors, discusses the reasons behind the recent rally in Asia ex-Japan equity markets and the opportunities the region may hold for the long-term investor.