Watch James Henderson and Laura Foll answer questions live from investors on Trust TV. Questions touched on specific stocks, sector weightings and management style in a lively Q&A.
In this video update Ben Lofthouse, Head of Global Equity Income (GEI), discusses the reasons behind the divergence in global equity markets, the impact this has had on equity income investors and where he sees value in the markets and opportunities for dividend growth.
What is the state of modern fixed income portfolios? Our Portfolio Constructions Services team discusses how the simplest solution for navigating the asset class may be rooted in maintaining a goals-based approach.
An unhealthy concoction of factors are creating a classically late-cycle feel in the markets. John Pattullo, Co-Head of Strategic Fixed Income, simplifies the conundrums and shares his views.
(This video was recorded on Tuesday 9 October 2018).
Dan Siluk, co-manager of the Janus Henderson Absolute Return Income Fund, covers a number of topics on fixed income markets, including questions about Australia, BBB and curve positioning.
Dr Paul Redmond, Director of Student Life at the University of Manchester in the UK, explains the key findings of his work on ‘generational theory’ and the implications in a fast-changing world. In this, the first of a two part series, Dr Redmond explains the motivations and values of Generation Y and how these impact their behaviour as investors and consumers.
Anil Shenoy is Head of UK Institutional Clients at Janus Henderson Investors, a position he has held since 2017.
Are you creatively thinking about your clients’ wealth and health? Guest blogger Dr. Heidi Hanna shares tips to shift from fiscal wealth to total life wealth.
Doug Rao, Co-portfolio Manager for the US Concentrated Growth Strategy, shares why he believes semiconductor content in autos could grow at a double-digit rate over the next decade.
Aneet Chachra, portfolio manager within the Diversified Alternatives team, looks at the disconnect between share valuations and option market pricing and what this might imply for European equities.