In an increasingly competitive landscape, advisors must look beyond referrals to grow their business. Learn how to leverage an inbound marketing strategy for your practice.
The alternative view – storing cash
Steve Cain, Portfolio Manager within the Diversified Alternatives team at Janus Henderson, looks at the maturity profiles on Treasuries compared with their ‘risk of loss’ history to reach conclusions about where value might lie within shorter maturities.
Tech titans’ results continue to support the ‘technology flywheel’
Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode, discuss how recent earnings announcements by Apple, Amazon, Alphabet (Google), Facebook and Microsoft highlight the team’s view that the technology sector continues to take share.
Global dividends break new record in 2017, with more to come for the year ahead
A strengthening world economy and rising corporate confidence pushed global dividends to a new high in 2017, according to the Janus Henderson Global Dividend Index. Global dividends rose 7.7% on a headline basis, the fastest rate of growth since 2014, and reached a total of $1.252 trillion. Every region of the world and almost every industry saw an increase. Moreover, records were broken in 11 of the index’s 41 countries, among them the United States, Japan, Switzerland, Hong Kong, Taiwan, and the Netherlands.
Ten themes for sustainable investing (non UK)
Hamish Chamberlayne, Portfolio Manager with Janus Henderson’s Global SRI Team, details the ten sustainability themes – five environmental and five social – that guide the generation of the team’s investment ideas.
Exploring sustainable investment
Investment Conference 2018 – Hamish Chamberlyn
Hamish Chamberlayne, Portfolio Manager within Janus Henderson’s Global Sustainable and Responsible Investment Team, discusses the myths and realities of sustainable investment. He explains why he thinks environmental and social megatrends will accelerate the transition to a low carbon economy and explores some of the investment areas that stand to be disrupted.
Strategic Fixed Income — let’s talk inflation
Ahead of the release of US inflation data tomorrow, Co-Head of Strategic Fixed Income, Jenna Barnard, discusses the markets’ fixation on a regime shift in inflation and the resulting impact on government bonds. The Strategic Fixed Income Team, however, see a different scenario playing out in the long term.
Commercial property: building for future trends
Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, examines some of the future trends that are likely to shape commercial property markets in the years to come. She identifies seven trends that she believes will help shape markets and explains how these trends are factored into portfolio construction and asset management initiatives.
Tech navigates new tax and regulatory regimes
Brad Slingerlend and Denny Fish, portfolio managers in the Denver-based Global Technology Team, discuss the ramifications of the US tax reforms introduced in early 2018 on the tech sector, and why an active approach to tech investing is warranted.
Global Emerging Market Equities Webcast
Ian Tabberer, CFA | Follow Portfolio Manager, Global Emerging Markets Equities Glen Finegan | Follow Head of Global Emerging Markets Equities | Fund Manager View Transcript Speaker Key: GF: Glen Finegan, Head of Global Emerging Market Equities IT: Ian Tabberer, Investment Manager, Global Emerging Market Equities IT: Thanks for joining us today. I’m Ian Tabberer, Investment