We remain optimistic global growth will persist and strengthen from current levels. The implications for bond yields, and therefore market leadership, are significant. It appears clear to us bond yields have now bottomed and will continue to reverse from current extreme levels.
Our expectation is those trends in the stockmarket which started in August, and have been accelerated by Donald Trump's election win, will continue, namely: expensive defensives will de-rate and the more...
Latest Janus Henderson Global Dividend Index
Succeeding co-founder Simon Rogerson
LGIM's Mark Zinkula among those leaving
Adding $900m in real estate assets