Dean Cheeseman exits Janus Henderson
After five years as co-lead on multi-manager and core income fund ranges
After five years as co-lead on multi-manager and core income fund ranges
Oil giant pay-outs skewed the figures as UK firms tighten the purse strings
Paul O’Connor of Janus Henderson and T Rowe Price’s Eric Papesh give their views on the prospects for American assets
Emerging market bonds, Japanese activist investing, US monetary tightening and innovation are some of the areas touched on by industry experts
Surging oil dividends drove global pay-outs to £350bn for Q3, the third quarterly record in succession this year
Bonds and equities have suffered equally this year, but stabilising interest rates could merit the return of more conventionally balanced portfolios
2022 also sees UK dividend cover ‘getting back on track’ after boost from oil profits
Janus Henderson’s director of European equities warns against making binary calls
Dividend-hungry investors are turning to global equity income, sparking something of a renaissance for the unloved sector
Rebounds in both equities and govvies could have further to run but path to a sustained rally seems particularly narrow
They will be based in Denmark where the asset manager is opening its first office
He will support Andrew Crooke who has managed it exclusively since 2003