With European real estate values expected to bottom in 2024 and listed REITs discounting an overly pessimistic scenario, there is an opportunity to re-engage with the asset class, says Guy Barnard, Co-Head of Global Property Equities.
According to the latest Janus Henderson Global Dividend Index, global dividends rose to a record $1.66 trillion in 2023, up 5.0% on an underlying basis. The year ended on a particularly positive note, with Q4 dividends rising 7.2% on an underlying basis, thanks to strength in Europe, the UK and Japan.
Ali Dibadj, CEO, shares the industry topics he’s hearing most in conversations with asset allocators, family offices, end-clients, colleagues, investors, and others he meets around the world. How are allocation trends changing and where are active managers making a difference at a service and product level?v
Suney Hindocha, Research Analyst on the Global Sustainable Equity Team led by Hamish Chamberlayne, highlights three stocks that exemplify the benefits of a multidisciplinary approach to investing.
Jenna Barnard, Co-Head of Global Bonds, looks at key factors shaping the economy and markets and why the disinflation dynamic should leave bonds well positioned as 2024 progresses.
In the second part of the Thematic Investing video series from our Portfolio Construction and Strategy Team, Sabrina Denis, Senior Portfolio Strategist, discusses the Healthcare sector, which is one of four areas that the PCS Team has identified as having sizeable growth opportunities going forward.
As part of our Espresso series, providing an expert blend of views on European equities, Portfolio Manager Tom O’Hara gives an insight into European corporate results season, exploring the impact that US government spending is having on European building materials firms.
The third instalment of the Thematic Investing video series from the Portfolio Construction and Strategy Team, sees Mario Aguilar, Senior Portfolio Strategist discuss the characteristics and benefits of a property allocation in a diversified investment portfolio.
Jenna Barnard, Co-Head of Global Bonds, outlines the reasons why the team favours a long duration (more rate sensitive) portfolio positioning and the economic evidence within different regions to support the stance.
Healthcare is well positioned to benefit from the graying of populations in major global economies. Portfolio Managers Andy Acker, Dan Lyons, Jonathan Coleman, and Brian Demain explain how, in their view, investors can best capitalize on the megatrend in the sector.
In a follow-up discussion to a recent paper, Portfolio Managers Andy Acker, Jonathan Coleman, and Brian Demain explore how aging populations are helping to spur innovation in healthcare – and creating growth opportunities for investors.
Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.
Hamish Chamberlayne, Head of Global Sustainable Equities, and Matt Bullock, EMEA Head of Portfolio Construction and Strategy, look back at the year for sustainable investing and discuss the opportunities that lie ahead for companies exposed to long-term secular growth trends.
Monetary trends suggest a coming inflation undershoot, argues Simon Ward, Economic Adviser.
Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.
Hamish Chamberlayne, Head of Global Sustainable Equities, and Matt Bullock, EMEA Head of Portfolio Construction and Strategy, look back at the year for sustainable investing and discuss the opportunities that lie ahead for companies exposed to long-term secular growth trends.
Facing a softening global economy, investors have the opportunity to maintain market exposure by focusing on quality securities and constructing diversified portfolios, argues Global Head of Multi-Asset Adam Hetts in his 2024 outlook.
Ali Dibadj, Chief Executive Officer, outlines the macroeconomic drivers that Janus Henderson believes will shape the coming decade. The outlook includes heightened risks and opportunities, suiting an active approach to investing.
Technology equities portfolio manager Alison Porter discusses the team’s outlook for 2024, highlighting the importance of navigating the return of the cost of capital and hype surrounding AI.
Chief Responsibility Officer Michelle Dunstan provides her outlook on the three environmental, social, and governance (ESG) themes that will shape 2024: investors enabling the sustainability transition, the rise of the ‘S’ in ‘ESG’, and the crackdown on greenwashing.