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Janus Henderson Investors: A long-term view is the best tonic for digesting tech sector volatility

Recent volatility in the technology sector may cause some investors to lose sight of the powerful forces that have propelled the sector’s earnings growth; yet technology equities portfolio manager Denny Fish argues that a long view is essential for maximising the opportunity presented by the transition to a digital global economy.

Volkswirtschaft

Janus Henderson Investors: Abenomics - more arrows in the quiver?

On 28 August 2020, Japanese Prime Minister Shinzo Abe announced his resignation due to health reasons. The move also signified an end to almost eight years of ‘Abenomics’, economic policies based on the ‘three arrows’ of monetary easing, fiscal stimulus and structural reforms.

Janus Henderson Investors: COVID and tech: what have we learned as investors?

In this video, Denny Fish, portfolio manager for the Global Technology & Innovation Strategy, shares his thoughts on how COVID has impacted technology and the key considerations as an investor in the sector.

Technologieaktien

Janus Henderson Investors: The regulatory and policy landscape for big tech

US-based technology equities portfolio manager Denny Fish believes that even if some large tech companies are compelled by regulators to adjust their business practices and others are impacted by a deceleration of global trade, the sector’s secular drivers remain intact and tech is likely to continue to account for a greater share of corporate earnings.

Janus Henderson Investors: A superfluous tweak to the Fed’s mandate

With the US Federal Reserve (Fed) shifting policy to allow for greater flexibility on inflation, we believe that the central bank revealed its real concern: a ruinous debt-deflationary spiral.

Janus Henderson Global Dividend Index Nr. 27

Dividenden brechen im 2. Quartal weltweit um 20 Prozent ein – Auswirkungen von COVID-19 variieren stark nach Regionen und Sektoren.

Absolute Return

Janus Henderson Investors: Tubthumping (I get knocked down but I get up again)

Portfolio managers on the Absolute Return Income Strategy reflect on how the lyrics of a song from 20 years ago can have some interesting overlap with today’s crisis-hit economy and markets.