Dimensional’s new fixed income, Janus Henderson ponders AI, Alibaba disappoints with cloud, The debt pendulum swings, Hong Kong’s new Academy, ESG withers and much more.
Tag: Janus Henderson
Janus Henderson: Global dividends slip as oil firms and miners make large cuts
Global dividends fell nearly 1% in the third quarter of the year, according to the latest Janus Henderson Global Dividend Index.
Biotech sector is ripe with alpha: Janus Henderson
The biotech sector is filled with mispriced securities after an era of easy money in 2020, according to Janus Henderson’s Agustin Mohedas.
The FSA Spy market buzz – 13 October 2023
Change at JB, Krane goes green on China, Donald Trump’s valuation wisdom, green funds buy defence, losing fast with VinFast, Janus Henderson’s scary bear, US debt explosion and much more.
Where does the AI boom go from here?
Sharp rises in the shares of the tech giants have led the S&P500 into bull market territory this year, but there are questions about where we go from here.
Global dividends hit record as European equities and banks lead the way
Total payouts rose 4.9% on a headline basis, according to research from Janus Henderson.
The FSA Spy market buzz – 4 August 2023
Night trade says night night, Eastspring is bullish on Japan, Lombard Odier is seeing the wood for the trees, US interest payments shocker, politics shmolitics, Singapore’s birthday and much more.
IA China/Greater China sector tops returns in July
Eight of the 10 highest-performing funds came from the sector, with Matthews China returning 10.43%.
High yield remains a ‘concern’ for Janus Henderson’s Blackbourn
Janus Henderson’s Oliver Blackbourn also discusses why adding duration makes sense right now.
Mutual Fund Top Trumps – TMT
This week FSA presents a quick comparison of two TMT products: the BlackRock Next Generation Technology fund and Janus Henderson Global Technology and Innovation fund.
