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.
Tag: Janus Henderson
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.
The FSA Spy market buzz – 30 June 2023
Defence ETFs are back in vogue, Janus Henderson’s take on AI, the bestseller list at Hang Seng, OCBC’s buy list moves like a glacier, UBS and Credit Suisse gets ugly, central bank digital currencies and so much more.
The FSA Spy market buzz – 19 May 2023
HSBC Private Bank is hiring, an AI ETF comes to market, Nasdaq rally, top performing funds, venture capital woes, Dimon’s ironic short ban, Alibaba’s cloud is freed and much more.
Absolute return funds are having a resurgence
In choppy and uncertain markets, absolute return funds offer potential for positive returns.
