Janus Capital
US
The transition to a Trump presidency this month, for all its Sturm und Drang, marks several important and bullish transitions for stockmarket investors. Expectations are high, but these trends could lead to an extended favourable climate for US equity...
25 January 2017
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2 min read
Regulation
A number of asset managers could lose access to investment research following the implementation of MiFID II, as their current payments to research providers are likely to be insufficient under the directive, according to Chris Turnbull, co-founder of...
05 December 2016
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2 min read
US
Headlines and politics are driving healthcare. We see the outcome of the US election in a little over a week's time as a factor to guide investors within the sector - and not as a reason to avoid the sector overall.
31 October 2016
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2 min read
UK
A decade or so ago, when this column started, I wrote that Henderson was a business which would either be bought, or would have to buy, in order to survive and prosper in the 21st Century global asset management industry.
07 October 2016
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2 min read
