Janus Henderson: Merger Making Progress

Leyland Private Asset Management

Janus Henderson Group (JHG) is a global asset manager listed on the ASX and NYSE. In 2017 London based Henderson Group (which was created after its spin-off from AMP in 2004) merged with US based Janus Capital to form Janus Henderson. The company provides investment management services across retail and... Show More

australian equities ASX:JHG

Janus Henderson: Upside following steep price drop

Clime Asset Management

Janus Henderson Group is a global asset management business with US$370 billion of assets under management. The performance of global equity markets is the largest single driver of company earnings, and yet the stock is down 13% for the 2018 calendar year to date, in the context of a flat... Show More


The best investing strategy now normal volatility has resumed

Clime Asset Management

Volatility is the value investor’s best friend and weeks like last week are welcome opportunities, not reasons to panic. For so long quality companies with growth traded above the prices we wanted to pay but last week’s indiscriminate selling knocked their prices down to levels sufficiently below valuations for us... Show More

See what The CEO's thought of Green Energy, Credit Growth and Urbanisation this week

NAOS Asset Management

“I don't think there is anything to worry about, even if we do see further falls. I'm not in the business of being able to predict day-by-day or week-by-week movement of industries. But I'm not worried about what we're seeing” Andrew Formica, Co-CEO, Janus Henderson Show More

FNArena Reporting Season Monitor: Week 1 - February 2018

Rudi Filapek-Vandyck

Welcome to the FNArena Reporting Season Monitor for the February result season 2018. The Monitor reports ratings and consensus price target changes, along with brief summaries of the collective responses, from FNArena database brokers for each of the 300+ stocks. Week 1 is now available with coverage of 30 stocks. Show More

February 2018 Reporting Season Calendar

Bell Potter

The Bell Potter reporting calendar covers over 200 companies reporting this February, with key dates, NPAT (consensus and Bell Potter/Citi estimates) and analyst recommendations. The first week kicks off with 18 companies reporting including some big names like CBA, RIO, AMP and REA. Access our updated reporting calendar here: View... Show More

What Mattered Today; Wesfarmers picks a poor day for a poor update

James Gerrish

A day of mixed fortunes for Australia today with Hemsworth and co promoting Aussie tourism with the much anticipated Super bowl ad aired at halftime during the Philadelphia Eagles victory over the New England Patriots…not sure how the wider response has been but I quite liked it – CLICK HERE... Show More


Bell Potter Analyst Outlook & Top Stock Picks for 2018

Bell Potter

In this report, our analysts share their sector view and top stock picks for 2018 across sectors including banks and general insurers, diversified financials, LICs, fixed income, agricultural FMCG, technology, discretionary retail, industrials, resources, and healthcare & biotech. Show More

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Diversified Financials Outlook for 2018 – Lafitani Sotiriou

Bell Potter

Our Diversified Financials analyst, Lafitani Sotiriou discusses his top stock picks by breaking it up into three leaders and three emerging companies for your consideration in 2018. Show More


What Mattered Today: Risk off again at IAG

James Gerrish

The market had another crack at the 6000 level today, but once again sellers stepped up and pushed the index lower into the close. No real bid tone in US Futures during our session, while Iron Ore Futures were trading more than 3% lower prompting some weakness amongst the miners.... Show More


Buy Hold Sell: 5 stocks that beat expectations

Buy Hold Sell

In this week’s episode of Buy Hold Sell, Ben Clark from TMS Capital and Alex Leyland from Leyland Private Asset Management share their view on three stocks that surprised to the upside this reporting season. Show More

Great first result from Janus Henderson post-merger

John Murray

The first result of Janus Henderson Group following the recent merger was a great result with almost all key indicators moving in the right direction. Show More

ASX:JHG August 2017 Reporting Season Janus Henderson Group

3 stocks that exceeded expectations and 1 that missed

Livewire Exclusive

As reporting season picks up pace, each week Livewire will ask a different panel of Managers for THE standout result of the week. Read on for two small-cap healthcare stocks, and a global funds business. Responses from Dean Fergie, Cyan Investment; John Murray, Perennial Value; and Simon Shields, Monash Investors. Show More

ASX:AMP ASX:CAJ ASX:PGC ASX:JHG August 2017 Reporting Season

4 growth stocks the market missed

Livewire Exclusive

It’s no secret that growth is hard to come by in the Australian market, but that doesn’t mean that every opportunity has been found already. Livewire interviewed Katana Asset Management’s Romano Sala Tenna, who outlined four stocks with good growth prospects that the market missed. Show More


Top Stock Picks for FY18

Bell Potter

In this report, our analyst team share their top stock picks for FY18, and also provide their sector outlook. On Financials, TS Lim reports that "There is something for everyone in Show More

A growth stock on value metrics

Livewire Exclusive

Genuine earnings growth is a rare commodity, seeing companies with good growth prospects attract eye-watering multiples. However, Romano Sala Tenna from Katana AM provides an overview on a midcap financial he believes offers good growth prospects while still trading on a reasonable valuation. Show More