Global dividends jump 14.5%
Global dividends grew at their fastest rate for more than three years in the third quarter of 2017, with the UK putting in the strongest performance, according to the latest Janus Henderson Global Dividend Index.
Janus Henderson
-
-
Specialisation is key to finding alpha, says fund selector
Only being a specialist in one specific area will give absolute return fund managers the edge to extract alpha, believes Lucas Strojny, head of fund selection at Advenis Investment Managers in Paris. And there is one such specialised fund the Frenchman particularly likes.
-
Henderson’s retail arm suffers €5.4bn outflow
Henderson Group has posted negative retail flows for 2016 as Brexit-related volatility continued to impact performance.
-
How high are the odds for a market correction?
Donald Trump is a huge source of uncertainty for investors. But the US equity market is still trading close to record highs. What’s the chance we will see a market correction in the next three months?
-
Henderson/Janus merger highlights increasing need for scale
The ink is not dry and already commentators are hailing the merger of Henderson Global Investors and Janus Capital as an example of what is to come.
-
Henderson takes on Janus in $320bn merger
London-headquartered independent fund manager Henderson Group is to merge with US fund manager Janus Capital, creating a combined operation with $320bn assets under management and a market capitalisation of approximately $6bn.
-
US engine of dividend growth slows – Europe picks up the pace
Global dividend growth slowed in the second quarter, according to the latest Henderson Global Dividend Index. Underlying dividend growth, which strips out exchange rate movements and other lesser factors, was 1.2%. This is slower than the 3.1% underlying growth seen in the first quarter, partly reflecting Q2 seasonal patterns…
-
Emerging market debt: from devil to darling
Emerging market bonds have undergone a remarkably quick transformation from being one of the least loved asset classes to perhaps the most popular. This has been driven by the relative attractiveness of emerging market debt compared to developed market fixed income, but to what extent have the fundamentals of the asset class actually improved?
-
China and Brexit – the two triggers for a market correction
The majority of fund buyers in the Basque country and in much of the rest of Europe expect another market correction this year. Fund managers at Expert Investor Spain, held in Bilbao last week, identified China and Brexit as the main possible triggers for this.
-
Pease takes Henderson to court
Richard Pease has filed a High Court claim against his former company Henderson Global Investors over what he sees as unpaid money owed, according to a Sunday Times report.
-
Catalan fund buyers brace for next market correction
The start of the year has been rough for equity markets, but investors in Barcelona expect another market plunge before summer. They are also hedging their bets politically, it seems, as the uncertain investment outlook has prompted many to drop their support for independence.
-
Growing EM/DM split is hitting dividends
The latest Henderson Global Dividend index shows an increasing polarisation between emerging and developed markets, reflecting in particular the contrasting fortunes of the US and China.