The diverging performance of the Magnificent Seven stocks shouldn’t be a surprise, according to portfolio manager Richard Clode.
Tag: Janus Henderson
Janus Henderson’s Gibson: Real estate is at an inflection point
“If rates rising are bad for listed property, then the opposite must also hold true.”
Janus Henderson on ‘the biggest commercial opportunity ever seen in healthcare’
Janus Henderson’s Andy Acker suggests the opportunity for healthcare outperformance is becoming more promising after last year’s difficulties.
Asia Pacific lags other regions in dividends – Janus Henderson
Singapore bucked the broader trend in the region, while payouts in China were more muted due to a weaker economic outlook.
The FSA Spy market buzz – 8 March 2024
Magnificent 7 leveraged, Janus Henderson, S&P 500’s power, Bob Farrell, DJ’s Spiva data, Charlei Munger….
HEAD-TO-HEAD: Invesco versus Janus Henderson
FSA compares the Invesco Asian fund and the Janus Henderson Horizon Asian Growth fund.
Janus Henderson appoints head of greater China equities
Victoria Mio was previously with Robeco for 14 years, where she served as chief investment officer for China and co-head of Asia Pacific equities.
The FSA Spy market buzz – 2 February 2024
Managed Nasdaq floors, results from Janus Henderson and Franklin Templeton, PineBridge goes up for sale, Uninspiring sales prep talks, Teddy Roosevelt’s wisdom, The year of the Dragon and much more.
Janus Henderson’s Gibson: Don’t stand in the way of the Fed
Janus Henderson’s co-head of global property equities is pivoting away from trades that worked when rates and inflation were rising, into the trades that didn’t.
HEAD-TO-HEAD: Janus Henderson versus Liontrust
FSA compares the Janus Henderson – Horizon Global Sustainable Equity fund and the Liontrust Sustainable Future Global Growth fund.
