The importance of UK equities to international investors has collapsed over the past decade. The UK is now less than 4% of global #equities , which is smaller than the market cap of both Apple and Amazon! Nick Watson #MultiAsset

As #RealYields approach all time lows and UST nominal yields back below 1.2%, bonds are sending a message that growth has peaked. With the #S &P only 3% off all-time highs, there could be more pain for equities to come. Nick Watson #MultiAsset

Persistent underperformance has pushed UK stocks to almost historic 30% valn discount vs global peers. As long term PE buyers circle #M orrisons and other UK names, could the combination of cheap finance and low valns drive #M &A activity and help the UK recover some lost ground?

UK #COVID data is a key topic as investors look for evidence that vaccines prevent higher cases translating into medical crisis. If deaths creep up then restrictions may be here to stay, but the case for #reopening vaccinated economies and rebounding corp earnings remains intact

ThrowbackThursday We're looking back to our US colleagues taking part in #DenverPride in 2018 and 2019. We can't wait to be back together again to celebrate #Pride in the future.

#JHI #Pride Month

A huge welcome to our new interns who started this week in our London office. They've joined us as part of the Elena programme and will be working with different teams around the business. We're excited to have you aboard!

#JHI #JHI Jobs #Recruitment #10000BlackInterns

We've just launched the 30th edition of our Global Dividend Index! Discover the latest findings in our on-going study into global dividends trends here: janushenderson.com/social/jh-glob…

#JHI #JHGDI #GDI #GlobalDividends #DividendIndex #Dividends

For professionals only.

This #WorldCultureDay we want to celebrate our #diversity groups who help us learn about and embrace those from different cultures and backgrounds. We're proud of the work that they do to support and celebrate our colleagues.

When it comes to ESG, we're always looking to the future. This #NationalNumeracyDay we're proud to say we've been long-time supporters of KickStart Money, a brilliant group that works to provide children with #FinancialEducation . #Charity #GivingBack

The #Project1000 #hereiam campaign is about recognising visible role models and allies within our industry and we are proud to celebrate the International Day Against Homophobia, Biphobia & Transphobia (IDAHOBIT) with our diversity partners LGBT Great™️ 🏳️‍🌈 🏳️‍⚧️ ⚧️ #IDAHOBIT

We’re so proud of all of our colleagues nominated in Investment Week's Women in Investment Awards! We’ve got 50 this year, a record number across all teams and at all levels of the business. We can’t wait for 25 November.

ow.ly/TBUt50EJOyZ

#WomenInInvestmentAwards

Eid Mubarak from Janus Henderson to all of those celebrating across the globe today.

The S&P 500 continues to grind higher, but the most speculative areas of tech have been hurt. Unprofitable #techstocks companies are down 35% from a Feb peak, but the wider #NASDAQ is only 3% off its recent high. #stockmarket #investing #MultiAsset

The UK #vaccine rollout has appeared to slow recently but it had gained from stretching the interval to the second jab. First inoculations must now compete with second top-ups for the supply of daily vaccination slots. #MultiAsset

The US economy is primed for a surge with 6% annualized growth in Q1. Income data tomorrow will show the effects of yet another #stimulus but consumption has barely returned to Feb 2020 levels. Consumers are well set to drive the reopening #MultiAsset

HODL is the latest refrain for crypto fans to ride out volatility. But with sentiment universally #bullish , VIX falling to lowest level since Jan 20 and one of the strongest April's in 20 years, it might be #equity investors holding on in the traditionally choppy summer months

Today’s Eurozone PMI surveys show a continued surge in manufacturing but services are still to get going as COVID-19 restrictions continue to bite. An accelerating #vaccine roll out should start to change that – Oliver Blackbourn #MultiAsset

Despite a huge China GDP growth surge to 18.3% YoY, Q1 saw just 0.6% QoQ growth - short of the c.6% ann. rate investors are used to and significantly below expectations - as services suffered from COVID-19 restrictions – Oliver Blackbourn #MultiAsset

Underperformance of the #tech orientated part of the market since mid-February has been strongly correlated with rising #real bond #yields , with a pause in recent weeks Tihana Ibrahimpasic #MultiAsset