Janus Henderson’s Oliver Blackbourn also discusses why adding duration makes sense right now.

Janus Henderson’s Oliver Blackbourn also discusses why adding duration makes sense right now.
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.
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.
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.
In choppy and uncertain markets, absolute return funds offer potential for positive returns.
Share buybacks came close to eclipsing dividends last year.
Cash Cows, Liontrust buys GAM, Vanguard and negative TV, Janus Henderson and the bond market, thematic investing’s steep recovery path, ChatGPT reaches 100 million, wisdom, Ferraris and much more.
The discrepancy in valuations between listed and non-listed real estate represents a buying opportunity, market observers told FSA.
Shanice Loo joins Janus Henderson after a brief career break.
Janus Henderson’s portfolio managers discuss why fundamental investing is back this year.
Part of the Mark Allen Group.