JHG News and Press, Janus Henderson Group plc From 01/27/21

Janus Henderson is a high quality, well managed global asset manager. Sensitivity to equity markets is key to upside and downside. A likely participant in further industry consolidation. I use a simple scenario analysis framework to assess the valuation appeal. Trading at ...

Third Avenue Management LLC offers its services to private and institutional clients and is partially owned by Affiliated Managers Group, a publicly-traded asset management firm holding company. During the final quarter of the calendar year, the Fund generated a return of +12.73% (net...

In yet another example of how data has become an important revenue source in the financial services sector, Bank of New York Mellon ([[BK]] +1.6%) wins a mandate from Janus Henderson ([[JHG]] -0.5%) to implement a global data management platform to improve quality and ease of access to i...

Janus Henderson Group plc (NYSE/ASX: JHG) will announce its fourth quarter and full-year 2020 results on Thursday 4 February 2021 at 4am EST, 9am GMT, 8pm AEDT. A conference call and webcast to discuss the results will be held at 8am EST, 1pm GMT, 12am AEDT (5 February). Those wishi...

Looking at capital markets' prospects in 2021, Goldman Sachs analyst Alexander Blostein takes actions including downgrading two of the three major trust banks as he's "inclined to fade the rally for many rate-sensitive names."Sees three themes overall — (1) consolidation, as benefits o...

Ariel Investments’ 13F portfolio value increased from $6.57B to $6.89B this quarter. They increased Gilead Sciences while reducing ViacomCBS during the quarter. The top three positions are Baidu, Philip Morris, and Microsoft and they add up to ~15% of the portfolio. F...

Nelson Peltz’s 13F portfolio value increased from $5.53B to $6.05B this quarter. The number of positions decreased from 10 to 8. Trian Fund Management increased Comcast, Invesco, and Janus Henderson Group, while reducing Mondelez, General Electric, and nVent Electric. The long-...

Activist investor Nelson Peltz and his investment firm Trian Fund Management have acquired a 9.9% stake in Janus Henderson, but investors should not pin all their hopes on a merger. A further improvement in capital returned to shareholders is also challenging. Janus Henderson's cu...

The company saw its first positive quarterly net asset inflows since 2017. Taking steps to expand into fast growing Active Non-Transparent ETFs. The company has become the subject of renewed merger speculation. For further details see: Invesco: The Stock May Have Turned ...

US dividends fell $6.7bn to $117.7bn in the third quarter One in six US companies cut or cancelled dividends during the quarter JHGDI fell to 176.0 a level last seen almost three years ago, as signs grow the worst is over for income investors As the pandemic continue...