In early May the once highly popular ASX-listed funds manager Janus Henderson (JHG) released a rather underwhelming March quarter financial performance report. Among the key performance metrics that stood out was a -21% fall in earnings per share versus a year earlier, a sizable fall in operating margin to 34.4%, net... Show More

James Gerrish

Money made its way back into the market today after yesterday’s sea of red. Futures showed signs of jitters early in the session but for the most part the market was bid up well throughout the day and saw some particularly strong buying late in the session. Australian construction data... Show More

Asset Allocation
Patrick Poke

Popular wisdom from the likes of Warren Buffett, Jack Bogle, and Burton Malkiel (author of A Random Walk Down Wall Street) states that it's near-impossible to consistently time the market, so why even try? Just buy and hold for the long term, and collect your dividend cheque every six months.... Show More

Investment Theme
James Gerrish

Bang…some massive pent up buying / or short covering, probably both playing out in the banking space today as the market clearly voted with its feet, jumping boots and all back into the banks. Of the ~114pts added to the market today, ~67pts came from the banking complex. While the... Show More

Hugh Dive

The “Dogs of the Dow” is an investment strategy that is based on buying the ten worst performing stocks over the past 12 months from the Dow Jones Industrial Average (DJIA) at the beginning of the year but restricting the stocks selected to those that are still paying a dividend.... Show More

David Whitten

The silver lining of the weak commodity prices between 2011 and 2016 was that many companies within the natural resources sector were forced to become much more disciplined in their operations and expenditure. This shift ultimately left companies in far better shape to capitalise on opportunities, while ensuring more stability... Show More

Andrew Brown

US equity market returns have outstripped other developed markets by around 7.5%pa over the past eight years, reflecting more rapid growth in earnings than other equity markets and the emergence of ultra-large capitalisation technology companies. There are two clear sectoral winners from these conditions: the exchanges themselves and “ancillary” services.... Show More

Buy Hold Sell
Buy Hold Sell

Today NAB is offering a 10% fully franked yield, AMP Capital is trading at all-time lows and Janus Henderson is on PE multiple of just 6x. These are large and established businesses that look cheap on a variety of measures. However, in the current environment anything that looks cheap is... Show More

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