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        <title>AdviserVoiceMatt Gaden Archives - AdviserVoice</title>
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                <title>Janus Henderson launches Global Smaller Companies Fund in Australia</title>
                <link>https://www.adviservoice.com.au/2025/10/janus-henderson-launches-global-smaller-companies-fund-in-australia/</link>
                <comments>https://www.adviservoice.com.au/2025/10/janus-henderson-launches-global-smaller-companies-fund-in-australia/#respond</comments>
                <pubDate>Thu, 30 Oct 2025 20:20:43 +0000</pubDate>
                <dc:creator>
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                		<category><![CDATA[Investment]]></category>
		<category><![CDATA[Matt Gaden]]></category>
		<category><![CDATA[Nick Sheridan]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=107396</guid>
                                    <description><![CDATA[<div id="attachment_107397" style="width: 660px" class="wp-caption alignnone"><img fetchpriority="high" decoding="async" aria-describedby="caption-attachment-107397" class="size-full wp-image-107397" src="https://www.adviservoice.com.au/wp-content/uploads/2025/10/sheridan-nick-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/10/sheridan-nick-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/10/sheridan-nick-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/10/sheridan-nick-650-400x215.jpg 400w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-107397" class="wp-caption-text">Nick Sheridan</p></div>
<h3 class="x_MsoNormal"><span lang="EN-GB">Janus Henderson Investors has announced the Australian launch of the Janus Henderson Global Smaller Companies Fund.</span></h3>
<p class="x_MsoNormal"><span lang="EN-GB">The newly launched fund aims to provide Australian investors with access to potential growth opportunities by investing in smaller companies across the globe.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">It contains an exposure to Australian small cap companies of 5.4%, which is higher than the benchmark MSCI World Small Cap Index at 3.8% (as at 30 September 2025). It includes Australian companies such as JB Hi-Fi which Janus Henderson Investors assesses as potentially offering above average returns compared to other small caps around the globe.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">The fund is designed to capitalise on the advantages of investing in smaller companies, which often exhibit higher growth rates and greater corporate agility compared to larger counterparts. The fund will be managed by Nick Sheridan, a seasoned portfolio manager with over 30 years of experience in funds management.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">Commenting on the launch, Sheridan said: &#8220;Investing in global small-cap companies can offer several advantages for investors, including diversification benefits due to the wide selection across various industries and sectors and the potential for significant growth opportunities. We look for good quality but potentially undervalued companies and believe that the current market environment presents a compelling opportunity for investors to gain exposure to this dynamic segment.&#8221;</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">The Janus Henderson Global Smaller Companies Fund will be available to both retail and institutional investors in Australia. The fund defines smaller companies as those with market capitalisation within the range of companies included in the MSCI World Small Cap Index. It can invest in any industry, in any country within the Index.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">Matt Gaden, Head of Australia at Janus Henderson Investors, expressed his enthusiasm for the new fund: &#8220;Janus Henderson Investors is committed to creating and developing innovative strategies to better service its clients. We see real opportunities to bring our best investment talent in global equities to the Australian market. The launch of the Global Smaller Companies Fund is a testament to our dedication to providing Australian investors with access to high-quality, actively managed investment solutions to achieve their financial goals.&#8221;</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">This latest launch further enhances Janus Henderson’s existing suite of investment offerings available to Australian investors, including the Janus Henderson Global Research Fund and the Janus Henderson Global Sustainable Equity Fund, reinforcing the firm’s commitment to delivering a diverse range of products tailored to local market needs.</span></p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_107397" style="width: 660px" class="wp-caption alignnone"><img decoding="async" aria-describedby="caption-attachment-107397" class="size-full wp-image-107397" src="https://www.adviservoice.com.au/wp-content/uploads/2025/10/sheridan-nick-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2025/10/sheridan-nick-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2025/10/sheridan-nick-650-300x162.jpg 300w, https://www.adviservoice.com.au/wp-content/uploads/2025/10/sheridan-nick-650-400x215.jpg 400w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-107397" class="wp-caption-text">Nick Sheridan</p></div>
<h3 class="x_MsoNormal"><span lang="EN-GB">Janus Henderson Investors has announced the Australian launch of the Janus Henderson Global Smaller Companies Fund.</span></h3>
<p class="x_MsoNormal"><span lang="EN-GB">The newly launched fund aims to provide Australian investors with access to potential growth opportunities by investing in smaller companies across the globe.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">It contains an exposure to Australian small cap companies of 5.4%, which is higher than the benchmark MSCI World Small Cap Index at 3.8% (as at 30 September 2025). It includes Australian companies such as JB Hi-Fi which Janus Henderson Investors assesses as potentially offering above average returns compared to other small caps around the globe.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">The fund is designed to capitalise on the advantages of investing in smaller companies, which often exhibit higher growth rates and greater corporate agility compared to larger counterparts. The fund will be managed by Nick Sheridan, a seasoned portfolio manager with over 30 years of experience in funds management.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">Commenting on the launch, Sheridan said: &#8220;Investing in global small-cap companies can offer several advantages for investors, including diversification benefits due to the wide selection across various industries and sectors and the potential for significant growth opportunities. We look for good quality but potentially undervalued companies and believe that the current market environment presents a compelling opportunity for investors to gain exposure to this dynamic segment.&#8221;</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">The Janus Henderson Global Smaller Companies Fund will be available to both retail and institutional investors in Australia. The fund defines smaller companies as those with market capitalisation within the range of companies included in the MSCI World Small Cap Index. It can invest in any industry, in any country within the Index.</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">Matt Gaden, Head of Australia at Janus Henderson Investors, expressed his enthusiasm for the new fund: &#8220;Janus Henderson Investors is committed to creating and developing innovative strategies to better service its clients. We see real opportunities to bring our best investment talent in global equities to the Australian market. The launch of the Global Smaller Companies Fund is a testament to our dedication to providing Australian investors with access to high-quality, actively managed investment solutions to achieve their financial goals.&#8221;</span></p>
<p class="x_MsoNormal"><span lang="EN-GB">This latest launch further enhances Janus Henderson’s existing suite of investment offerings available to Australian investors, including the Janus Henderson Global Research Fund and the Janus Henderson Global Sustainable Equity Fund, reinforcing the firm’s commitment to delivering a diverse range of products tailored to local market needs.</span></p>
<p>The post <a href="https://www.adviservoice.com.au/2025/10/janus-henderson-launches-global-smaller-companies-fund-in-australia/">Janus Henderson launches Global Smaller Companies Fund in Australia</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Insurers revise portfolios as geopolitics and private credit dominate investments, Janus Henderson report finds</title>
                <link>https://www.adviservoice.com.au/2025/08/insurers-revise-portfolios-as-geopolitics-and-private-credit-dominate-investments-janus-henderson-report-finds/</link>
                <comments>https://www.adviservoice.com.au/2025/08/insurers-revise-portfolios-as-geopolitics-and-private-credit-dominate-investments-janus-henderson-report-finds/#respond</comments>
                <pubDate>Thu, 07 Aug 2025 21:10:25 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[Investment]]></category>
		<category><![CDATA[Matt Gaden]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=105462</guid>
                                    <description><![CDATA[<div id="attachment_80860" style="width: 660px" class="wp-caption alignnone"><img decoding="async" aria-describedby="caption-attachment-80860" class="size-full wp-image-80860" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650-300x162.png 300w" sizes="(max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80860" class="wp-caption-text">Matt Gaden</p></div>
<h3 class="x_MsoNormal">ustralian insurers have a growing investment risk appetite led by the pursuit of private markets, according to the 2025 Australian Insurance Report by Janus Henderson Investors.</h3>
<p class="x_MsoNormal">The report, which captures insights from 20 leading insurance firms across general, life and health sectors, reveals 47% plan to increase investment portfolio risk in the next 12 months. For insurers currently underweight their risk budgets, 70% intend to increase risk exposure over the coming year.</p>
<p class="x_MsoNormal">This shift comes amid easing inflationary pressures and a stabilising economic environment, prompting insurers to explore new avenues for yield and diversification. Geopolitical events now outweigh inflation and recession concerns with eight in 10 (82%) insurers having reviewed or are currently reviewing their strategic asset allocation.</p>
<p class="x_MsoNormal">To unpack these trends, Janus Henderson Investors—managing AUD$176.5 billion in insurance assets globally as of 30 June—held its third annual Insurance Symposium in Sydney yesterday. The event brought together Australia’s top insurance investment decision-makers to discuss the evolving risk landscape, strategic asset allocation, and the role of private markets in portfolio construction.</p>
<h2 class="x_MsoNormal">Key findings from the report:</h2>
<ul>
<li class="x_MsoNormal"><strong>Private credit leads fixed income innovation:</strong> 55% of insurers already hold exposure to private credit, primarily through global direct lending. Asset-backed lending (ABL) is gaining traction due to its collateral-driven risk management and shorter duration profile.</li>
<li class="x_MsoNormal"><strong>Unlisted infrastructure and short-duration corporate credit on the rise:</strong> Insurers are increasingly turning to unlisted infrastructure and short-duration fixed-rate corporate bonds to enhance returns and reduce reliance on traditional beta.</li>
<li class="x_MsoNormal"><strong>Risk budget dynamics:</strong> Highlighting a conservative stance amid market volatility and regulatory constraints, half of the surveyed insurers were underweight their risk budgets, up from 40% in 2024.</li>
<li class="x_MsoNormal"><strong>ESG integration and AI adoption:</strong> Nearly 90% of insurers now incorporate environmental, social and governance (ESG) factors into their portfolios, driven by corporate policy and social impact. One in eight insurers (12%) currently incorporate artificial intelligence (AI) into their investment processes, with a further 27% undertaking some form of AI pilot study within the next 12 months – a four-times uplift from 2024. To date, application amongst insurers has been primarily aimed at improving operational efficiency, with investment strategy applications expected to grow.</li>
<li class="x_MsoNormal"><strong>Forward-looking themes for 2025:</strong> Insurers are focused on enhancing credit allocations, diversifying private credit exposure beyond direct lending into asset-backed lending (ABL), and hedging credit spread risk using low beta strategies and dynamic overlays such as credit default swaps (CDS).</li>
</ul>
<p class="x_MsoNormal">Matt Gaden, Head of Australia at Janus Henderson Investors, commented on the findings:</p>
<p class="x_MsoNormal">“Insurers are clearly shifting gears. The move from defensive positioning to proactive portfolio re-risking reflects a broader industry trend toward embracing private markets and seeking differentiated sources of return. Private credit is emerging as a cornerstone of fixed income strategy, offering both yield and diversification.”</p>
<p class="x_MsoNormal">He added, “At Janus Henderson, we’re proud to partner with insurers globally to help them navigate this evolving landscape. Our deep expertise in fixed income and partnership with Victory Park Capital in private markets positions us well to support clients in achieving their investment objectives.”</p>
<p class="x_MsoNormal">The symposium explored how insurers can weather both geopolitical and macroeconomic volatility, as well as structures for private credit allocations. It also provided a platform for insurers to share strategies and collaborate on navigating regulatory and internal stakeholder risk management.</p>
<p class="x_MsoNormal"><a href="https://email.streem.com.au/c/eJwszLuOIyEQheGnaTJa3KECAieWNt0XsAqqes26Lx5o-_lHHk36HZ2fskNYSHDW0TuvYzJW3DOCShV8DcXVSin4yA6cxRi5KopJtBwSWNJWgUbyN61LCklrp6udnBqN-NG-5IZt5T5kWKAUqL4EuZYnPObPINZ8P8_nmOxlMtfJXP8d83_cX-POO3Efxz7XY5vM1Sjj_-zj1XGv_JefRz_FxtRQdl4ZB8tG-QduvzDZizXRg-iZqZ1Hn5xCerfB_X20yp_wjC8xzs68fe6uLqksqKWiRUunAkhYVJQYQCWrPVgk8c7mOwAA__9Ku18V">Read the report.</a></p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_80860" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-80860" class="size-full wp-image-80860" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650-300x162.png 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80860" class="wp-caption-text">Matt Gaden</p></div>
<h3 class="x_MsoNormal">ustralian insurers have a growing investment risk appetite led by the pursuit of private markets, according to the 2025 Australian Insurance Report by Janus Henderson Investors.</h3>
<p class="x_MsoNormal">The report, which captures insights from 20 leading insurance firms across general, life and health sectors, reveals 47% plan to increase investment portfolio risk in the next 12 months. For insurers currently underweight their risk budgets, 70% intend to increase risk exposure over the coming year.</p>
<p class="x_MsoNormal">This shift comes amid easing inflationary pressures and a stabilising economic environment, prompting insurers to explore new avenues for yield and diversification. Geopolitical events now outweigh inflation and recession concerns with eight in 10 (82%) insurers having reviewed or are currently reviewing their strategic asset allocation.</p>
<p class="x_MsoNormal">To unpack these trends, Janus Henderson Investors—managing AUD$176.5 billion in insurance assets globally as of 30 June—held its third annual Insurance Symposium in Sydney yesterday. The event brought together Australia’s top insurance investment decision-makers to discuss the evolving risk landscape, strategic asset allocation, and the role of private markets in portfolio construction.</p>
<h2 class="x_MsoNormal">Key findings from the report:</h2>
<ul>
<li class="x_MsoNormal"><strong>Private credit leads fixed income innovation:</strong> 55% of insurers already hold exposure to private credit, primarily through global direct lending. Asset-backed lending (ABL) is gaining traction due to its collateral-driven risk management and shorter duration profile.</li>
<li class="x_MsoNormal"><strong>Unlisted infrastructure and short-duration corporate credit on the rise:</strong> Insurers are increasingly turning to unlisted infrastructure and short-duration fixed-rate corporate bonds to enhance returns and reduce reliance on traditional beta.</li>
<li class="x_MsoNormal"><strong>Risk budget dynamics:</strong> Highlighting a conservative stance amid market volatility and regulatory constraints, half of the surveyed insurers were underweight their risk budgets, up from 40% in 2024.</li>
<li class="x_MsoNormal"><strong>ESG integration and AI adoption:</strong> Nearly 90% of insurers now incorporate environmental, social and governance (ESG) factors into their portfolios, driven by corporate policy and social impact. One in eight insurers (12%) currently incorporate artificial intelligence (AI) into their investment processes, with a further 27% undertaking some form of AI pilot study within the next 12 months – a four-times uplift from 2024. To date, application amongst insurers has been primarily aimed at improving operational efficiency, with investment strategy applications expected to grow.</li>
<li class="x_MsoNormal"><strong>Forward-looking themes for 2025:</strong> Insurers are focused on enhancing credit allocations, diversifying private credit exposure beyond direct lending into asset-backed lending (ABL), and hedging credit spread risk using low beta strategies and dynamic overlays such as credit default swaps (CDS).</li>
</ul>
<p class="x_MsoNormal">Matt Gaden, Head of Australia at Janus Henderson Investors, commented on the findings:</p>
<p class="x_MsoNormal">“Insurers are clearly shifting gears. The move from defensive positioning to proactive portfolio re-risking reflects a broader industry trend toward embracing private markets and seeking differentiated sources of return. Private credit is emerging as a cornerstone of fixed income strategy, offering both yield and diversification.”</p>
<p class="x_MsoNormal">He added, “At Janus Henderson, we’re proud to partner with insurers globally to help them navigate this evolving landscape. Our deep expertise in fixed income and partnership with Victory Park Capital in private markets positions us well to support clients in achieving their investment objectives.”</p>
<p class="x_MsoNormal">The symposium explored how insurers can weather both geopolitical and macroeconomic volatility, as well as structures for private credit allocations. It also provided a platform for insurers to share strategies and collaborate on navigating regulatory and internal stakeholder risk management.</p>
<p class="x_MsoNormal"><a href="https://email.streem.com.au/c/eJwszLuOIyEQheGnaTJa3KECAieWNt0XsAqqes26Lx5o-_lHHk36HZ2fskNYSHDW0TuvYzJW3DOCShV8DcXVSin4yA6cxRi5KopJtBwSWNJWgUbyN61LCklrp6udnBqN-NG-5IZt5T5kWKAUqL4EuZYnPObPINZ8P8_nmOxlMtfJXP8d83_cX-POO3Efxz7XY5vM1Sjj_-zj1XGv_JefRz_FxtRQdl4ZB8tG-QduvzDZizXRg-iZqZ1Hn5xCerfB_X20yp_wjC8xzs68fe6uLqksqKWiRUunAkhYVJQYQCWrPVgk8c7mOwAA__9Ku18V">Read the report.</a></p>
<p>The post <a href="https://www.adviservoice.com.au/2025/08/insurers-revise-portfolios-as-geopolitics-and-private-credit-dominate-investments-janus-henderson-report-finds/">Insurers revise portfolios as geopolitics and private credit dominate investments, Janus Henderson report finds</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <slash:comments>0</slash:comments>                            </item>
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                <title>Janus Henderson unveils new active fixed interest ETF, as 2025 signals a new growth cycle for fixed interest in Australia</title>
                <link>https://www.adviservoice.com.au/2025/02/janus-henderson-unveils-new-active-fixed-interest-etf-as-2025-signals-a-new-growth-cycle-for-fixed-interest-in-australia/</link>
                <comments>https://www.adviservoice.com.au/2025/02/janus-henderson-unveils-new-active-fixed-interest-etf-as-2025-signals-a-new-growth-cycle-for-fixed-interest-in-australia/#respond</comments>
                <pubDate>Thu, 13 Feb 2025 20:15:25 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[ETF]]></category>
		<category><![CDATA[Jay Sivapalan]]></category>
		<category><![CDATA[Matt Gaden]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=101263</guid>
                                    <description><![CDATA[<div id="attachment_73637" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-73637" class="size-full wp-image-73637" src="https://www.adviservoice.com.au/wp-content/uploads/2021/04/Sivapalan-Jay-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2021/04/Sivapalan-Jay-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2021/04/Sivapalan-Jay-650-300x162.jpg 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-73637" class="wp-caption-text">Jay Sivapalan</p></div>
<h3>Janus Henderson Investors as announced the launch of its fifth exchange-traded fund (ETF) in Australia, responding to increased investor and adviser demand for actively managed fixed interest products.</h3>
<p>The Janus Henderson Australian Fixed Interest Active ETF (ticker: JFIX) is listed on Cboe Global Markets. First launched as a managed fund in 1994, the Janus Henderson Australian Fixed Interest strategy has more than $5.2 billion in funds under management <sup>[1]</sup> The actively managed ETF provides investors exposure to government and semi-government bonds as well as corporate and asset-backed securities.</p>
<p>Jay Sivapalan, Portfolio Manager and Head of Australian Fixed Interest at Janus Henderson Investors said: “We believe 2025 marks the beginning of a new growth story for fixed interest in Australia. Government policy settings aimed at stimulating growth are likely to reignite investor interest in the asset class.”</p>
<p>“The fixed income ETF market has expanded significantly, and actively managed solutions are playing a growing role in helping investors navigate today’s complex market environment. These strategies offer access to income-generating opportunities, can help stabilise portfolios during volatility and provide a pathway to attractive returns across market cycles.”</p>
<p>The Janus Henderson Australian Fixed Interest Active ETF (JFIX) has been successfully run as a strategy for more than three decades and has been available to investors during that time as a managed fund. JFIX is the third fixed interest ETF in Janus Henderson’s local product suite, joining the Janus Henderson Tactical Income Active ETF (Cboe: TACT), and the Janus Henderson Sustainable Credit Active ETF (ASX: GOOD). The fund manager’s two remaining ETFs are in global equities (ASX: FUTR and JZRO) which are both available on the ASX.</p>
<p>Matt Gaden, Head of Australia at Janus Henderson Investors said: “As advisers reassess client portfolios, we’re seeing a clear shift in fixed income allocations. After a period of underweight exposure, many are now restoring bond allocations to benchmark levels — or even increasing them — to capture renewed opportunities in the asset class.”</p>
<p>“In an increasingly dynamic market, investors and advisers are strengthening their core portfolios and turning to actively managed fixed income solutions for diversification and income stability. With a strong 30-year track record, this strategy remains true to its objective — offering high-quality interest-bearing securities while prioritising capital preservation.”</p>
<p>JFIX’s launch adds to the fund manager’s global position as a fixed income ETF specialist. Globally, Janus Henderson is the third largest provider of actively managed fixed income ETFs and the eighth largest active ETF provider. <sup>[2]</sup></p>
<h6>&#8212;&#8212;&#8212;-<br />
<strong>Notes:</strong><br />
[1] Strategy AUM includes the Janus Henderson Australian Fixed Interest Fund and Janus Henderson Australian Fixed Interest Fund – Institutional as at 31 December 2024.<br />
[2] Source: Morningstar, as at 31 December 2024.</h6>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_73637" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-73637" class="size-full wp-image-73637" src="https://www.adviservoice.com.au/wp-content/uploads/2021/04/Sivapalan-Jay-650.jpg" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2021/04/Sivapalan-Jay-650.jpg 650w, https://www.adviservoice.com.au/wp-content/uploads/2021/04/Sivapalan-Jay-650-300x162.jpg 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-73637" class="wp-caption-text">Jay Sivapalan</p></div>
<h3>Janus Henderson Investors as announced the launch of its fifth exchange-traded fund (ETF) in Australia, responding to increased investor and adviser demand for actively managed fixed interest products.</h3>
<p>The Janus Henderson Australian Fixed Interest Active ETF (ticker: JFIX) is listed on Cboe Global Markets. First launched as a managed fund in 1994, the Janus Henderson Australian Fixed Interest strategy has more than $5.2 billion in funds under management <sup>[1]</sup> The actively managed ETF provides investors exposure to government and semi-government bonds as well as corporate and asset-backed securities.</p>
<p>Jay Sivapalan, Portfolio Manager and Head of Australian Fixed Interest at Janus Henderson Investors said: “We believe 2025 marks the beginning of a new growth story for fixed interest in Australia. Government policy settings aimed at stimulating growth are likely to reignite investor interest in the asset class.”</p>
<p>“The fixed income ETF market has expanded significantly, and actively managed solutions are playing a growing role in helping investors navigate today’s complex market environment. These strategies offer access to income-generating opportunities, can help stabilise portfolios during volatility and provide a pathway to attractive returns across market cycles.”</p>
<p>The Janus Henderson Australian Fixed Interest Active ETF (JFIX) has been successfully run as a strategy for more than three decades and has been available to investors during that time as a managed fund. JFIX is the third fixed interest ETF in Janus Henderson’s local product suite, joining the Janus Henderson Tactical Income Active ETF (Cboe: TACT), and the Janus Henderson Sustainable Credit Active ETF (ASX: GOOD). The fund manager’s two remaining ETFs are in global equities (ASX: FUTR and JZRO) which are both available on the ASX.</p>
<p>Matt Gaden, Head of Australia at Janus Henderson Investors said: “As advisers reassess client portfolios, we’re seeing a clear shift in fixed income allocations. After a period of underweight exposure, many are now restoring bond allocations to benchmark levels — or even increasing them — to capture renewed opportunities in the asset class.”</p>
<p>“In an increasingly dynamic market, investors and advisers are strengthening their core portfolios and turning to actively managed fixed income solutions for diversification and income stability. With a strong 30-year track record, this strategy remains true to its objective — offering high-quality interest-bearing securities while prioritising capital preservation.”</p>
<p>JFIX’s launch adds to the fund manager’s global position as a fixed income ETF specialist. Globally, Janus Henderson is the third largest provider of actively managed fixed income ETFs and the eighth largest active ETF provider. <sup>[2]</sup></p>
<h6>&#8212;&#8212;&#8212;-<br />
<strong>Notes:</strong><br />
[1] Strategy AUM includes the Janus Henderson Australian Fixed Interest Fund and Janus Henderson Australian Fixed Interest Fund – Institutional as at 31 December 2024.<br />
[2] Source: Morningstar, as at 31 December 2024.</h6>
<p>The post <a href="https://www.adviservoice.com.au/2025/02/janus-henderson-unveils-new-active-fixed-interest-etf-as-2025-signals-a-new-growth-cycle-for-fixed-interest-in-australia/">Janus Henderson unveils new active fixed interest ETF, as 2025 signals a new growth cycle for fixed interest in Australia</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <title>Janus Henderson Investors wins $285 million emerging markets equities mandate from MLC Asset Management</title>
                <link>https://www.adviservoice.com.au/2024/07/janus-henderson-investors-wins-285-million-emerging-markets-equities-mandate-from-mlc-asset-management/</link>
                <comments>https://www.adviservoice.com.au/2024/07/janus-henderson-investors-wins-285-million-emerging-markets-equities-mandate-from-mlc-asset-management/#respond</comments>
                <pubDate>Tue, 16 Jul 2024 21:58:39 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Daniel Graña]]></category>
		<category><![CDATA[Liam Wilson]]></category>
		<category><![CDATA[Matt Culley]]></category>
		<category><![CDATA[Matt Gaden]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=96877</guid>
                                    <description><![CDATA[<div id="attachment_96879" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-96879" class="size-full wp-image-96879" src="https://www.adviservoice.com.au/wp-content/uploads/2024/07/cullen-matt-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/07/cullen-matt-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/07/cullen-matt-650-300x162.png 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/07/cullen-matt-650-400x215.png 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-96879" class="wp-caption-text">Matt Cullen</p></div>
<h3>Janus Henderson Investors has been appointed a $285 million emerging markets equities mandate from MLC Asset Management, showcasing the growing need for Australian institutional investors to have exposure beyond major market indices.</h3>
<p>The mandate will be invested in the Janus Henderson Emerging Markets Equity strategy. The strategy was first made available to Australian investors in August 2023 and seeks consistent risk-adjusted returns by looking to identify attractive opportunities within countries across various states of economic and political development. Its combined focus on top down factors as well as bottom up sees the strategy investing in good companies, within good countries, with good governance.</p>
<p>The fund is managed by lead Portfolio Manager Daniel Graña and co-Portfolio Manager Matt Culley, both based in Boston. The Emerging Markets Equity team is also supported by research analysts based in Singapore and Boston, and the combined team has more than 90 years of investment experience.</p>
<p>​Daniel Graña said: “The most innovative and disruptive companies of this generation have supply chains that begin in emerging markets. Their growth is creating several tailwinds in sectors such as biopharmaceuticals, fintechs and green energy, and run alongside favourable rate cutting cycles and GDP growth in these regions. Asset allocators across Australia, including MLC Asset Management, have recognised that an active investment presence backed by fundamental research will be crucial to success in emerging markets.”​</p>
<p>Liam Wilson, Portfolio Manager, at MLC Asset Management said: “We are excited to partner with Janus Henderson to embrace the opportunities of tomorrow by navigating the complexities of today&#8217;s global emerging markets.”</p>
<p>Matt Gaden, Head of Australia at Janus Henderson Investors, said: “Janus Henderson Investors is committed to creating and developing innovative strategies to better service its clients. We see real opportunities to bring our best investment talent in both global and emerging market equities to the Australian market. Our high conviction Emerging Markets Equity strategy is just one example of where we can help investors such as MLC Asset Management build out their global equity portfolios with high quality active investment strategies.”</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_96879" style="width: 660px" class="wp-caption alignnone"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-96879" class="size-full wp-image-96879" src="https://www.adviservoice.com.au/wp-content/uploads/2024/07/cullen-matt-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2024/07/cullen-matt-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2024/07/cullen-matt-650-300x162.png 300w, https://www.adviservoice.com.au/wp-content/uploads/2024/07/cullen-matt-650-400x215.png 400w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-96879" class="wp-caption-text">Matt Cullen</p></div>
<h3>Janus Henderson Investors has been appointed a $285 million emerging markets equities mandate from MLC Asset Management, showcasing the growing need for Australian institutional investors to have exposure beyond major market indices.</h3>
<p>The mandate will be invested in the Janus Henderson Emerging Markets Equity strategy. The strategy was first made available to Australian investors in August 2023 and seeks consistent risk-adjusted returns by looking to identify attractive opportunities within countries across various states of economic and political development. Its combined focus on top down factors as well as bottom up sees the strategy investing in good companies, within good countries, with good governance.</p>
<p>The fund is managed by lead Portfolio Manager Daniel Graña and co-Portfolio Manager Matt Culley, both based in Boston. The Emerging Markets Equity team is also supported by research analysts based in Singapore and Boston, and the combined team has more than 90 years of investment experience.</p>
<p>​Daniel Graña said: “The most innovative and disruptive companies of this generation have supply chains that begin in emerging markets. Their growth is creating several tailwinds in sectors such as biopharmaceuticals, fintechs and green energy, and run alongside favourable rate cutting cycles and GDP growth in these regions. Asset allocators across Australia, including MLC Asset Management, have recognised that an active investment presence backed by fundamental research will be crucial to success in emerging markets.”​</p>
<p>Liam Wilson, Portfolio Manager, at MLC Asset Management said: “We are excited to partner with Janus Henderson to embrace the opportunities of tomorrow by navigating the complexities of today&#8217;s global emerging markets.”</p>
<p>Matt Gaden, Head of Australia at Janus Henderson Investors, said: “Janus Henderson Investors is committed to creating and developing innovative strategies to better service its clients. We see real opportunities to bring our best investment talent in both global and emerging market equities to the Australian market. Our high conviction Emerging Markets Equity strategy is just one example of where we can help investors such as MLC Asset Management build out their global equity portfolios with high quality active investment strategies.”</p>
<p>The post <a href="https://www.adviservoice.com.au/2024/07/janus-henderson-investors-wins-285-million-emerging-markets-equities-mandate-from-mlc-asset-management/">Janus Henderson Investors wins $285 million emerging markets equities mandate from MLC Asset Management</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <slash:comments>0</slash:comments>                            </item>
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                <title>Janus Henderson launches New Zealand Dollar denominated Global Multi-Strategy Fund</title>
                <link>https://www.adviservoice.com.au/2024/04/janus-henderson-launches-new-zealand-dollar-denominated-global-multi-strategy-fund/</link>
                <comments>https://www.adviservoice.com.au/2024/04/janus-henderson-launches-new-zealand-dollar-denominated-global-multi-strategy-fund/#respond</comments>
                <pubDate>Thu, 11 Apr 2024 21:35:41 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[David Elms]]></category>
		<category><![CDATA[Matt Gaden]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=94979</guid>
                                    <description><![CDATA[<div id="attachment_80860" style="width: 660px" class="wp-caption alignleft"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-80860" class="size-full wp-image-80860" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650-300x162.png 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80860" class="wp-caption-text">Matt Gaden</p></div>
<h3>Janus Henderson Investors is expanding its offering to New Zealand institutional investors by launching a New Zealand Dollar denominated version of its Global Multi-Strategy Fund.</h3>
<p>The Janus Henderson Global Multi-Strategy Fund – Institutional NZD seeks to achieve a positive absolute return regardless of market conditions through a broad range of diversified alternative investment strategies, as well as using the manager’s skill to balance low correlation between the strategies and enhancing risk-adjusted returns for investors.</p>
<p>Janus Henderson says making the fund available in NZD helps protect local investors from cross currency volatility between the Australian and New Zealand dollar.</p>
<p>Unlike other alternatives products that might only employ a single strategy, the Janus Henderson Global Multi-Strategy Fund – Institutional NZD is made up of seven internally managed strategies.</p>
<p>Six of the strategies seek to identify opportunities in what the fund deems are ‘normal’ market conditions, and the seventh strategy, a dedicated protection strategy, seeks to deliver returns in troubled market environments where volatility is rising and where other strategies typically underperform.</p>
<p>The seven investment strategies are:</p>
<ol>
<li><strong>Convertible arbitrage:</strong> aims to capitalise on mispricing of convertible bonds</li>
<li><strong>Event driven:</strong> looks to exploit pricing inefficiencies around corporate events or capital structures</li>
<li><strong>Equity market neutral:</strong> seeks to deliver alpha by investing long and short across pan-European equities</li>
<li><strong>Price pressure:</strong> aims to generate returns through the provision of capital to liquidity opportunities</li>
<li><strong>Risk transfer:</strong> looks to capitalise on supply/demand-driven imbalances in derivatives markets</li>
<li><strong>Fixed income, currency and commodity relative value:</strong> invests in fixed income, currency and commodity relative value opportunities.</li>
<li><strong>Portfolio protection: </strong>seeks to mitigate left tail risk through a multi-faceted protection strategy.</li>
</ol>
<p>​David Elms, Co-Portfolio Manager and Head of Diversified Alternatives at Janus Henderson Investors said “Our philosophy is that diversification works well in up markets but can be unreliable in down markets. You only have to look back as far as March 2020 when investor panic caused risk assets to fall in a synchronised manner. This fund addresses those types of challenges by having a protection strategy that is the mirror image of the diversified return-seeking strategies we use to generate returns in more normal markets.</p>
<p>“An all-weather fund denominated in New Zealand dollars will give our NZ clients greater peace of mind when market conditions are at their most volatile.”</p>
<p>The overall investment strategy is co-managed by London-based Elms, and US-based Portfolio Manager, Steve Cain. The pair are supported by a Diversified Alternatives team of 22 specialist investment professionals based in Australia, the UK and US, boasting an average 19 years of industry experience and 12 years at Janus Henderson Investors.</p>
<p>The newly launched fund will aim to outperform its benchmark, the Reserve Bank of NZ official cash rate, by 7% per annum (before fees) over rolling three-year periods.</p>
<p>Matt Gaden, Head of Australia at Janus Henderson Investors, added: “The fund re-confirms our commitment to the New Zealand market, as we tailor one of our flagship funds towards the needs of local investors.</p>
<p>“Janus Henderson is committed to providing opportunities for both institutional and retail investors when and where it makes sense to best suit respective needs.”</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_80860" style="width: 660px" class="wp-caption alignleft"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-80860" class="size-full wp-image-80860" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650-300x162.png 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80860" class="wp-caption-text">Matt Gaden</p></div>
<h3>Janus Henderson Investors is expanding its offering to New Zealand institutional investors by launching a New Zealand Dollar denominated version of its Global Multi-Strategy Fund.</h3>
<p>The Janus Henderson Global Multi-Strategy Fund – Institutional NZD seeks to achieve a positive absolute return regardless of market conditions through a broad range of diversified alternative investment strategies, as well as using the manager’s skill to balance low correlation between the strategies and enhancing risk-adjusted returns for investors.</p>
<p>Janus Henderson says making the fund available in NZD helps protect local investors from cross currency volatility between the Australian and New Zealand dollar.</p>
<p>Unlike other alternatives products that might only employ a single strategy, the Janus Henderson Global Multi-Strategy Fund – Institutional NZD is made up of seven internally managed strategies.</p>
<p>Six of the strategies seek to identify opportunities in what the fund deems are ‘normal’ market conditions, and the seventh strategy, a dedicated protection strategy, seeks to deliver returns in troubled market environments where volatility is rising and where other strategies typically underperform.</p>
<p>The seven investment strategies are:</p>
<ol>
<li><strong>Convertible arbitrage:</strong> aims to capitalise on mispricing of convertible bonds</li>
<li><strong>Event driven:</strong> looks to exploit pricing inefficiencies around corporate events or capital structures</li>
<li><strong>Equity market neutral:</strong> seeks to deliver alpha by investing long and short across pan-European equities</li>
<li><strong>Price pressure:</strong> aims to generate returns through the provision of capital to liquidity opportunities</li>
<li><strong>Risk transfer:</strong> looks to capitalise on supply/demand-driven imbalances in derivatives markets</li>
<li><strong>Fixed income, currency and commodity relative value:</strong> invests in fixed income, currency and commodity relative value opportunities.</li>
<li><strong>Portfolio protection: </strong>seeks to mitigate left tail risk through a multi-faceted protection strategy.</li>
</ol>
<p>​David Elms, Co-Portfolio Manager and Head of Diversified Alternatives at Janus Henderson Investors said “Our philosophy is that diversification works well in up markets but can be unreliable in down markets. You only have to look back as far as March 2020 when investor panic caused risk assets to fall in a synchronised manner. This fund addresses those types of challenges by having a protection strategy that is the mirror image of the diversified return-seeking strategies we use to generate returns in more normal markets.</p>
<p>“An all-weather fund denominated in New Zealand dollars will give our NZ clients greater peace of mind when market conditions are at their most volatile.”</p>
<p>The overall investment strategy is co-managed by London-based Elms, and US-based Portfolio Manager, Steve Cain. The pair are supported by a Diversified Alternatives team of 22 specialist investment professionals based in Australia, the UK and US, boasting an average 19 years of industry experience and 12 years at Janus Henderson Investors.</p>
<p>The newly launched fund will aim to outperform its benchmark, the Reserve Bank of NZ official cash rate, by 7% per annum (before fees) over rolling three-year periods.</p>
<p>Matt Gaden, Head of Australia at Janus Henderson Investors, added: “The fund re-confirms our commitment to the New Zealand market, as we tailor one of our flagship funds towards the needs of local investors.</p>
<p>“Janus Henderson is committed to providing opportunities for both institutional and retail investors when and where it makes sense to best suit respective needs.”</p>
<p>The post <a href="https://www.adviservoice.com.au/2024/04/janus-henderson-launches-new-zealand-dollar-denominated-global-multi-strategy-fund/">Janus Henderson launches New Zealand Dollar denominated Global Multi-Strategy Fund</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
]]></content:encoded>
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                <slash:comments>0</slash:comments>                            </item>
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                <title>Janus Henderson Investors bolsters Australian retail intermediary sales team</title>
                <link>https://www.adviservoice.com.au/2024/02/janus-henderson-investors-bolsters-australian-retail-intermediary-sales-team/</link>
                <comments>https://www.adviservoice.com.au/2024/02/janus-henderson-investors-bolsters-australian-retail-intermediary-sales-team/#respond</comments>
                <pubDate>Tue, 20 Feb 2024 20:35:41 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Adam Cassidy]]></category>
		<category><![CDATA[Craig McDonald]]></category>
		<category><![CDATA[Jordan Tang]]></category>
		<category><![CDATA[Matt Gaden]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=93997</guid>
                                    <description><![CDATA[<h3>Janus Henderson Investors is strengthening its presence in the Australian financial adviser and intermediary markets with a new addition to its retail sales team.</h3>
<p>The firm has appointed Adam Cassidy as Retail Sales Director. Adam joins Janus Henderson following a relationship manager role at T. Rowe Price and previous industry experience at BT Financial Group and AMP. Based in Sydney, Adam will report to Jordan Tang, Head of Retail Distribution for Australia. Adam will primarily be responsible for growing and strengthening relationships with financial advisers and intermediary consultants across NSW, WA and the ACT.</p>
<p>Matt Gaden, Head of Australia at Janus Henderson Investors said: “Adam is a vital addition as we continue to enhance our adviser relationships, reinforce our strong foothold in Australian fixed income, and strengthen our global equities capabilities in the region. For over a decade Adam has worked closely with advisers to manage and grow their businesses, and advisers will value his expertise working across global equities, fixed income and multi-asset strategies.”</p>
<p>The global asset manager also announced that Craig McDonald has been promoted into the newly created role of Head of Retail Research for Australia. Craig was previously a Sales Director in the retail distribution team and has been with Janus Henderson Investors for six years. The promotion sees Craig being responsible for managing Janus Henderson’s relationship with key decision makers across partnered research houses. He will also manage and oversee the firm’s New Zealand distribution efforts in the intermediary channel. Craig also reports to Jordan Tang.</p>
<p>Matt Gaden said: “Janus Henderson Investors has built a strong presence over a number of years in the intermediary market, with a high quality distribution team, and these appointments reinforce that our people form the backbone of our strategy as a firm. Craig’s continued development into the Head of Retail Research role shows our career pathways continue to provide opportunities for our staff. The appointment of Adam and the promotion of Craig reaffirms Janus Henderson’s dedication to its clients to deliver quality investment strategies backed by exceptional people.”</p>
]]></description>
                                            <content:encoded><![CDATA[<h3>Janus Henderson Investors is strengthening its presence in the Australian financial adviser and intermediary markets with a new addition to its retail sales team.</h3>
<p>The firm has appointed Adam Cassidy as Retail Sales Director. Adam joins Janus Henderson following a relationship manager role at T. Rowe Price and previous industry experience at BT Financial Group and AMP. Based in Sydney, Adam will report to Jordan Tang, Head of Retail Distribution for Australia. Adam will primarily be responsible for growing and strengthening relationships with financial advisers and intermediary consultants across NSW, WA and the ACT.</p>
<p>Matt Gaden, Head of Australia at Janus Henderson Investors said: “Adam is a vital addition as we continue to enhance our adviser relationships, reinforce our strong foothold in Australian fixed income, and strengthen our global equities capabilities in the region. For over a decade Adam has worked closely with advisers to manage and grow their businesses, and advisers will value his expertise working across global equities, fixed income and multi-asset strategies.”</p>
<p>The global asset manager also announced that Craig McDonald has been promoted into the newly created role of Head of Retail Research for Australia. Craig was previously a Sales Director in the retail distribution team and has been with Janus Henderson Investors for six years. The promotion sees Craig being responsible for managing Janus Henderson’s relationship with key decision makers across partnered research houses. He will also manage and oversee the firm’s New Zealand distribution efforts in the intermediary channel. Craig also reports to Jordan Tang.</p>
<p>Matt Gaden said: “Janus Henderson Investors has built a strong presence over a number of years in the intermediary market, with a high quality distribution team, and these appointments reinforce that our people form the backbone of our strategy as a firm. Craig’s continued development into the Head of Retail Research role shows our career pathways continue to provide opportunities for our staff. The appointment of Adam and the promotion of Craig reaffirms Janus Henderson’s dedication to its clients to deliver quality investment strategies backed by exceptional people.”</p>
<p>The post <a href="https://www.adviservoice.com.au/2024/02/janus-henderson-investors-bolsters-australian-retail-intermediary-sales-team/">Janus Henderson Investors bolsters Australian retail intermediary sales team</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                    <item>
                <title>Australian insurers rethink shifts in investment strategies driven by inflation and rising rates, new report finds</title>
                <link>https://www.adviservoice.com.au/2023/11/australian-insurers-rethink-shifts-in-investment-strategies-driven-by-inflation-and-rising-rates-new-report-finds/</link>
                <comments>https://www.adviservoice.com.au/2023/11/australian-insurers-rethink-shifts-in-investment-strategies-driven-by-inflation-and-rising-rates-new-report-finds/#respond</comments>
                <pubDate>Mon, 13 Nov 2023 20:40:15 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[Insurance]]></category>
		<category><![CDATA[Greg Clarke]]></category>
		<category><![CDATA[Matt Gaden]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=92453</guid>
                                    <description><![CDATA[<div id="attachment_80860" style="width: 660px" class="wp-caption alignleft"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-80860" class="size-full wp-image-80860" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650-300x162.png 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80860" class="wp-caption-text">Matt Gaden</p></div>
<h3>Janus Henderson Investors (ASX / NYSE: JHG) has released key findings from its <em>2023 Janus Henderson Insurance Asset Management Report</em>. The research report offers a deep dive into the evolving landscape of asset allocation among Australian insurers, driven by factors including inflation, rising rates, volatile equity markets and insurance claim trends.</h3>
<p>In collaboration with Investment Trends, the report draws on insights from 25 insurance firms, representing a diverse range of general insurance, life insurance, and health insurance providers. Crucially, 50% of the respondents were C-suite executives, further bolstering the credibility of the results. The study focuses exclusively on the Australian market.</p>
<p>During the Janus Henderson Insurance Symposium, held in Sydney in August 2023, industry leaders and experts convened to address and discuss these critical trends and challenges. Janus Henderson manages AUD$86 billion in assets for insurance firms globally, including AUD$11 billion in Australia. The firm&#8217;s fixed income expertise is instrumental in assisting insurance firms in navigating the current environment of interest rate volatility and spread widening.</p>
<p>Key highlights from the report:</p>
<ul>
<li>More than 80% of insurers express a cautious and bearish stance towards risk assets, indicating an intention to reduce risk exposure in the next six months<br />
Rising interest rates (61%), inflation (58%) and changing forward-looking expectations (50%) were the top three concerns for insurers reviewing their investment strategy.</li>
<li>A significant majority (90%) have either implemented or are planning strategic shifts in their asset allocation strategies within the next year, largely influenced by interest rate and inflation dynamics.</li>
<li>In terms of fixed interest, government bonds and private debt were the top two areas of interest for insurance firms seeking to refine their investment portfolios.</li>
<li>For alternative assets, one in five (20%) insurers expect to increase their exposure to unlisted infrastructure over the next year.</li>
</ul>
<p>Matt Gaden, Head of Australia at Janus Henderson Investors, emphasised the significance of the report, stating: &#8220;The dynamic nature of the Australian insurance industry presents critical investment challenges. As interest rates rise and geopolitical tensions persist, insurance firms face evolving considerations in their investment strategies. This report provides one of the most comprehensive insights into the investment views of insurance companies in Australia.&#8221;</p>
<p>Greg Clarke, Director of Institutional Solutions at Janus Henderson Investors, identified stakeholder management as a key asset allocation challenge, stating: &#8220;Insurers are adopting a wait-and-see approach, showing apprehension towards risk assets. With the adjustment of risk-free rates, they can achieve reasonable returns without excessive risk. There remains a clear appetite for private assets, though this presents challenges in stakeholder management.&#8221;</p>
<p>The research underscores that insurers are exercising their discretion around how to best meet the ongoing challenge of a rising interest rate environment, and actively repositioning their portfolios accordingly.</p>
<p>Matt Gaden further said, &#8220;Without a shadow of a doubt, rising rates and inflation have been a big concern for all insurers. This has resulted in almost all insurers adjusting their asset allocation to reflect a significant rise in risk free rates. Our findings have been that a large number of insurers have taken an active approach to their fixed interest allocations in order to navigate the current period of interest rate volatility and are looking for ways to protect portfolios in this higher inflationary environment. I’m delighted that here at Janus Henderson we’re already working with some of the largest insurers around the globe to help them do just that.”</p>
<p>Furthermore, the report reveals that while most firms are actively monitoring developments in artificial intelligence, none have yet integrated substantial changes into their operational structures, reflecting the broader corporate environment.</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_80860" style="width: 660px" class="wp-caption alignleft"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-80860" class="size-full wp-image-80860" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650-300x162.png 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80860" class="wp-caption-text">Matt Gaden</p></div>
<h3>Janus Henderson Investors (ASX / NYSE: JHG) has released key findings from its <em>2023 Janus Henderson Insurance Asset Management Report</em>. The research report offers a deep dive into the evolving landscape of asset allocation among Australian insurers, driven by factors including inflation, rising rates, volatile equity markets and insurance claim trends.</h3>
<p>In collaboration with Investment Trends, the report draws on insights from 25 insurance firms, representing a diverse range of general insurance, life insurance, and health insurance providers. Crucially, 50% of the respondents were C-suite executives, further bolstering the credibility of the results. The study focuses exclusively on the Australian market.</p>
<p>During the Janus Henderson Insurance Symposium, held in Sydney in August 2023, industry leaders and experts convened to address and discuss these critical trends and challenges. Janus Henderson manages AUD$86 billion in assets for insurance firms globally, including AUD$11 billion in Australia. The firm&#8217;s fixed income expertise is instrumental in assisting insurance firms in navigating the current environment of interest rate volatility and spread widening.</p>
<p>Key highlights from the report:</p>
<ul>
<li>More than 80% of insurers express a cautious and bearish stance towards risk assets, indicating an intention to reduce risk exposure in the next six months<br />
Rising interest rates (61%), inflation (58%) and changing forward-looking expectations (50%) were the top three concerns for insurers reviewing their investment strategy.</li>
<li>A significant majority (90%) have either implemented or are planning strategic shifts in their asset allocation strategies within the next year, largely influenced by interest rate and inflation dynamics.</li>
<li>In terms of fixed interest, government bonds and private debt were the top two areas of interest for insurance firms seeking to refine their investment portfolios.</li>
<li>For alternative assets, one in five (20%) insurers expect to increase their exposure to unlisted infrastructure over the next year.</li>
</ul>
<p>Matt Gaden, Head of Australia at Janus Henderson Investors, emphasised the significance of the report, stating: &#8220;The dynamic nature of the Australian insurance industry presents critical investment challenges. As interest rates rise and geopolitical tensions persist, insurance firms face evolving considerations in their investment strategies. This report provides one of the most comprehensive insights into the investment views of insurance companies in Australia.&#8221;</p>
<p>Greg Clarke, Director of Institutional Solutions at Janus Henderson Investors, identified stakeholder management as a key asset allocation challenge, stating: &#8220;Insurers are adopting a wait-and-see approach, showing apprehension towards risk assets. With the adjustment of risk-free rates, they can achieve reasonable returns without excessive risk. There remains a clear appetite for private assets, though this presents challenges in stakeholder management.&#8221;</p>
<p>The research underscores that insurers are exercising their discretion around how to best meet the ongoing challenge of a rising interest rate environment, and actively repositioning their portfolios accordingly.</p>
<p>Matt Gaden further said, &#8220;Without a shadow of a doubt, rising rates and inflation have been a big concern for all insurers. This has resulted in almost all insurers adjusting their asset allocation to reflect a significant rise in risk free rates. Our findings have been that a large number of insurers have taken an active approach to their fixed interest allocations in order to navigate the current period of interest rate volatility and are looking for ways to protect portfolios in this higher inflationary environment. I’m delighted that here at Janus Henderson we’re already working with some of the largest insurers around the globe to help them do just that.”</p>
<p>Furthermore, the report reveals that while most firms are actively monitoring developments in artificial intelligence, none have yet integrated substantial changes into their operational structures, reflecting the broader corporate environment.</p>
<p>The post <a href="https://www.adviservoice.com.au/2023/11/australian-insurers-rethink-shifts-in-investment-strategies-driven-by-inflation-and-rising-rates-new-report-finds/">Australian insurers rethink shifts in investment strategies driven by inflation and rising rates, new report finds</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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                <slash:comments>0</slash:comments>                            </item>
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                <title>Janus Henderson unveils Emerging Markets Equity Fund, tapping into 80 years of investment experience</title>
                <link>https://www.adviservoice.com.au/2023/09/janus-henderson-unveils-emerging-markets-equity-fund-tapping-into-80-years-of-investment-experience/</link>
                <comments>https://www.adviservoice.com.au/2023/09/janus-henderson-unveils-emerging-markets-equity-fund-tapping-into-80-years-of-investment-experience/#respond</comments>
                <pubDate>Tue, 05 Sep 2023 21:55:20 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[Investment]]></category>
		<category><![CDATA[Daniel Graña]]></category>
		<category><![CDATA[Matt Gaden]]></category>
		<category><![CDATA[Matthew Culley]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=91115</guid>
                                    <description><![CDATA[<div id="attachment_80860" style="width: 660px" class="wp-caption alignleft"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-80860" class="size-full wp-image-80860" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650-300x162.png 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80860" class="wp-caption-text">Matt Gaden</p></div>
<h3>Janus Henderson Investors (ASX / NYSE: JHG) announced the Australian launch of the Janus Henderson Emerging Markets Equity Fund (Fund).</h3>
<p>​The newly launched Fund will offer Australian investors exposure to the most compelling opportunities within emerging market countries across various stages of economic and political development.</p>
<p>Emerging markets offer a significant investment opportunity and potential for growth. Their investible universe has experienced a remarkable transformation, surging to over $25 trillion by the end of 2022 representing an impressive increase, outpacing the growth of developed markets by nearly 10 times.</p>
<p>As a long-only, actively managed fund, the Janus Henderson Emerging Markets Equity Fund will draw on the investment team’s 80-years of combined emerging markets investment expertise and their proven track record of managing emerging markets equity portfolios. As at 30 June 2023, Janus Henderson manages over $370 million in its Emerging Markets Equity strategy worldwide.</p>
<p>By combining fundamental company research, market and economic analysis, and a keen focus on governance and quantitative input, the Fund will aim to capture price inefficiencies across the market-cap spectrum, focusing on three themes: outsourcing, convergence and innovation.</p>
<p>The launch of the Fund in Australia coincides with recent trends of deglobalisation, characterised by the fragmentation of end markets and regional supply chains in a post-pandemic environment.</p>
<p>The disruption presents a dual landscape of challenges and long-term growth prospects for emerging markets like Vietnam, Indonesia, India, and Mexico, where outsourcing capabilities form the core of their burgeoning supply chain networks.</p>
<p>Boston-based lead Portfolio Manager, Daniel Graña who has 28 years of investment experience, all of which have been spent in emerging markets, will lead the portfolio management of the Fund. He will be supported by Co-Portfolio Manager, Matthew Culley and a wider team of research analysts based in Singapore and Boston.</p>
<p>Matt Gaden, Head of Australia at Janus Henderson said: “At Janus Henderson Investors, we are excited to bring innovative strategies to local institutional and wholesale investors, and this continues with the local launch of our globally successful Emerging Markets Equity Fund, which meets client demand for access to this ever-changing asset class.</p>
<p>Forces such as the COVID-19 pandemic and geopolitics have been key catalysts in spurring deglobalisation and the structural changes that we see in our global economy today. Whilst disruptive, these forces have created a myriad of investment opportunities in the potential economic growth of developing countries.</p>
<p>While some investors remain focused on developments in advanced economies, our Emerging Markets Equity Fund identifies companies that have adapted to this ‘new world order’ for future growth by tapping into reconfigured global supply chains, and can offer investors an avenue to diversify their portfolios and escape the pressures applied to assets deployed in developed equity markets.</p>
<p>Daniel Graña, leading Portfolio Manager on the Emerging Market Equity Team at Janus Henderson said: “In a rapidly evolving global economy, emerging markets increasingly represent a breeding ground of innovation and investment opportunity, driving growth and reshaping industries. We believe conditions are ripe for emerging markets to lead in innovation – driven by digitised economies, large economic populations and a new era of policy support – and we hope to help investors benefit from those trends.</p>
<p>Beyond the historical themes of economic convergence and outsourcing, we believe the forces behind future emerging market prosperity and earnings growth will be increasingly driven by themes of innovation, deglobalisation and decarbonisation. Whilst these are themes driving global equity markets more widely, we see that the solutions to the challenges being increasingly driven by emerging market entrepreneurs seeking commercial solutions to local challenges.</p>
<p>Focused on finding companies at the intersection between good governance and good countries, this Fund offers Australian investors a style-agnostic emerging markets strategy, blending top-down macro analysis with bottom-up stock selection to identify attractive opportunities.”</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_80860" style="width: 660px" class="wp-caption alignleft"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-80860" class="size-full wp-image-80860" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650-300x162.png 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80860" class="wp-caption-text">Matt Gaden</p></div>
<h3>Janus Henderson Investors (ASX / NYSE: JHG) announced the Australian launch of the Janus Henderson Emerging Markets Equity Fund (Fund).</h3>
<p>​The newly launched Fund will offer Australian investors exposure to the most compelling opportunities within emerging market countries across various stages of economic and political development.</p>
<p>Emerging markets offer a significant investment opportunity and potential for growth. Their investible universe has experienced a remarkable transformation, surging to over $25 trillion by the end of 2022 representing an impressive increase, outpacing the growth of developed markets by nearly 10 times.</p>
<p>As a long-only, actively managed fund, the Janus Henderson Emerging Markets Equity Fund will draw on the investment team’s 80-years of combined emerging markets investment expertise and their proven track record of managing emerging markets equity portfolios. As at 30 June 2023, Janus Henderson manages over $370 million in its Emerging Markets Equity strategy worldwide.</p>
<p>By combining fundamental company research, market and economic analysis, and a keen focus on governance and quantitative input, the Fund will aim to capture price inefficiencies across the market-cap spectrum, focusing on three themes: outsourcing, convergence and innovation.</p>
<p>The launch of the Fund in Australia coincides with recent trends of deglobalisation, characterised by the fragmentation of end markets and regional supply chains in a post-pandemic environment.</p>
<p>The disruption presents a dual landscape of challenges and long-term growth prospects for emerging markets like Vietnam, Indonesia, India, and Mexico, where outsourcing capabilities form the core of their burgeoning supply chain networks.</p>
<p>Boston-based lead Portfolio Manager, Daniel Graña who has 28 years of investment experience, all of which have been spent in emerging markets, will lead the portfolio management of the Fund. He will be supported by Co-Portfolio Manager, Matthew Culley and a wider team of research analysts based in Singapore and Boston.</p>
<p>Matt Gaden, Head of Australia at Janus Henderson said: “At Janus Henderson Investors, we are excited to bring innovative strategies to local institutional and wholesale investors, and this continues with the local launch of our globally successful Emerging Markets Equity Fund, which meets client demand for access to this ever-changing asset class.</p>
<p>Forces such as the COVID-19 pandemic and geopolitics have been key catalysts in spurring deglobalisation and the structural changes that we see in our global economy today. Whilst disruptive, these forces have created a myriad of investment opportunities in the potential economic growth of developing countries.</p>
<p>While some investors remain focused on developments in advanced economies, our Emerging Markets Equity Fund identifies companies that have adapted to this ‘new world order’ for future growth by tapping into reconfigured global supply chains, and can offer investors an avenue to diversify their portfolios and escape the pressures applied to assets deployed in developed equity markets.</p>
<p>Daniel Graña, leading Portfolio Manager on the Emerging Market Equity Team at Janus Henderson said: “In a rapidly evolving global economy, emerging markets increasingly represent a breeding ground of innovation and investment opportunity, driving growth and reshaping industries. We believe conditions are ripe for emerging markets to lead in innovation – driven by digitised economies, large economic populations and a new era of policy support – and we hope to help investors benefit from those trends.</p>
<p>Beyond the historical themes of economic convergence and outsourcing, we believe the forces behind future emerging market prosperity and earnings growth will be increasingly driven by themes of innovation, deglobalisation and decarbonisation. Whilst these are themes driving global equity markets more widely, we see that the solutions to the challenges being increasingly driven by emerging market entrepreneurs seeking commercial solutions to local challenges.</p>
<p>Focused on finding companies at the intersection between good governance and good countries, this Fund offers Australian investors a style-agnostic emerging markets strategy, blending top-down macro analysis with bottom-up stock selection to identify attractive opportunities.”</p>
<p>The post <a href="https://www.adviservoice.com.au/2023/09/janus-henderson-unveils-emerging-markets-equity-fund-tapping-into-80-years-of-investment-experience/">Janus Henderson unveils Emerging Markets Equity Fund, tapping into 80 years of investment experience</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
]]></content:encoded>
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                <slash:comments>0</slash:comments>                            </item>
                    <item>
                <title>Global dividends hit new record in Q2 but cooling economy means no upgrade to forecast for 2023</title>
                <link>https://www.adviservoice.com.au/2023/08/global-dividends-hit-new-record-in-q2-but-cooling-economy-means-no-upgrade-to-forecast-for-2023/</link>
                <comments>https://www.adviservoice.com.au/2023/08/global-dividends-hit-new-record-in-q2-but-cooling-economy-means-no-upgrade-to-forecast-for-2023/#respond</comments>
                <pubDate>Wed, 30 Aug 2023 21:35:32 +0000</pubDate>
                <dc:creator>
                                    </dc:creator>
                		<category><![CDATA[Investment]]></category>
		<category><![CDATA[Ben Lofthouse]]></category>
		<category><![CDATA[Matt Gaden]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=91029</guid>
                                    <description><![CDATA[<div id="attachment_80860" style="width: 660px" class="wp-caption alignleft"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-80860" class="size-full wp-image-80860" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650-300x162.png 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80860" class="wp-caption-text">Matt Gaden</p></div>
<h3>Global dividends achieved an all-time high in the second quarter, according to the Janus Henderson Global Dividend Index. The latest report highlights a 23.0% increase in Australian dividends from the USD$7.3 billion recorded in the same quarter of 2022.</h3>
<p>The global dividend landscape has experienced a striking uptick, with Q2 witnessing a record-breaking total of AUD$844.7bn (USD$568.1 billion), showcasing an impressive 4.9% growth on a headline basis. This surge is further underscored by underlying growth, which accelerated to a substantial 6.3% year-on-year, highlighting the resilience and vibrancy of the global economic recovery.</p>
<p>The 23.0% rise in Australian dividends was influenced by prominent contributions from two large companies, during a quarter which is seasonally the quietest for Australian dividends. A significant surge from Woodside Energy, along with a solid increase from Westpac more than offset a substantial reduction from mining giant Rio Tinto.</p>
<p>Global payouts rose to AUD$844.7bn (USD$568.1bn), up 4.9% on a headline basis. Underlying growth of 6.3%<sup>[1]</sup> marked an acceleration compared to the first quarter and reflected Europe’s Q2 seasonal dominance – the period when most European companies make a single annual payment.</p>
<h2>Japanese growth was strong, but US saw ongoing deceleration</h2>
<p>Q2 is also seasonally important in Japan and dividends here rose 8.4% on an underlying basis, well ahead of the global average. Half the Japanese companies in our index delivered double-digit increases. The rate of growth in the US slowed for the sixth consecutive quarter however, decelerating to 4.6%, while in Asia-Pacific ex Japan, Hong Kong and South Korea were relative weak spots. Emerging market dividends fell.</p>
<h2>Banks contributed half the world’s dividend growth in Q2</h2>
<p>From a sector perspective bank dividends were strong all over the world with few exceptions. They accounted for half the global growth in Q2 as rising interest rates boosted margins and pandemic-related disruption to dividend payments finally worked its way out of the numbers. For example, in the UK total payouts were resilient in the face of lower mining dividends as HSBC returned to quarterly payments at a much higher level than seemed possible even a few months ago, while in Singapore, banks propelled the total paid to record levels.</p>
<h2>Vehicle dividends also grew strongly, but mining payouts fell</h2>
<p>Vehicle manufacturers accounted for one seventh of the year-on-year increase in Q2 payouts. Half of this came from German companies, but the sector was strong all over the world. Miners made the biggest negative contribution, owing to lower commodity prices, while oil payouts fell owing to cuts from Latin American producers.</p>
<p>Globally, 88% of companies either increased dividends or held them steady in Q2.​</p>
<h2>2023 forecast unchanged owing to growing economic uncertainty</h2>
<p>The second quarter was very positive, but with expectations for global economic growth slowing, Janus Henderson has made no change to its forecast for the full year. The global fund manager still expects payouts to rise 5.2% on a headline basis to a record $1.64 trillion, equivalent to underlying growth of 5.0%.</p>
<p>Matt Gaden, Head of Australia at Janus Henderson said: “Amidst the impressive surge in Australian dividends this past quarter, it&#8217;s essential for investors to remain mindful of the concentrated risks within our local mining and banking sectors. Diversification – not only across different industries but also across different countries – can act as a shield against the ups and downs of economic cycles, such as the volatility in commodity prices which are all too familiar for Australian investors. Given the slightly tempered economic growth outlook, Australians seeking to complement their domestic holdings with those based offshore may well enhance their ability to navigate uncertainties more effectively.&#8221;</p>
<p>Ben Lofthouse, Head of Global Equity income at Janus Henderson said: “Economic growth around the world is moderating as it responds to higher interest rates. Markets now expect global profits to be flat this year, after soaring to record highs in 2022, and when we speak to companies around the world, they are now more cautious about the outlook. While employment levels have remained very strong, parts of Europe have experienced technical recessions and policymakers everywhere are still intent on combatting inflation, even if it comes at the cost of output.</p>
<p>“We do expect dividend growth to continue, however. Most regions and sectors are delivering dividends in line with our expectations. The banking sector in particular will continue to deliver solid growth for the rest of the year, making record payments to shareholders. A weaker economic environment is typically negative for banks, but the positive effect on bank margins from the end of years of ultra-low interest rates is very powerful and is driving dividend payouts. The big banks are very tightly regulated and so enter the downturn in a strong capital position.</p>
<p>“One of the reassuring features of dividend income is that it is typically much less volatile than earnings. Payouts lagged behind profit growth last year and so can therefore exceed it this year.”​</p>
<p>​&#8212;&#8212;&#8212;</p>
<h6>[1] Underlying figures adjust for lower special dividends, exchange rates and minor technical factors.</h6>
<p>​</p>
]]></description>
                                            <content:encoded><![CDATA[<div id="attachment_80860" style="width: 660px" class="wp-caption alignleft"><img loading="lazy" decoding="async" aria-describedby="caption-attachment-80860" class="size-full wp-image-80860" src="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png" alt="" width="650" height="350" srcset="https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650.png 650w, https://www.adviservoice.com.au/wp-content/uploads/2022/03/gadden-matt-650-300x162.png 300w" sizes="auto, (max-width: 650px) 100vw, 650px" /><p id="caption-attachment-80860" class="wp-caption-text">Matt Gaden</p></div>
<h3>Global dividends achieved an all-time high in the second quarter, according to the Janus Henderson Global Dividend Index. The latest report highlights a 23.0% increase in Australian dividends from the USD$7.3 billion recorded in the same quarter of 2022.</h3>
<p>The global dividend landscape has experienced a striking uptick, with Q2 witnessing a record-breaking total of AUD$844.7bn (USD$568.1 billion), showcasing an impressive 4.9% growth on a headline basis. This surge is further underscored by underlying growth, which accelerated to a substantial 6.3% year-on-year, highlighting the resilience and vibrancy of the global economic recovery.</p>
<p>The 23.0% rise in Australian dividends was influenced by prominent contributions from two large companies, during a quarter which is seasonally the quietest for Australian dividends. A significant surge from Woodside Energy, along with a solid increase from Westpac more than offset a substantial reduction from mining giant Rio Tinto.</p>
<p>Global payouts rose to AUD$844.7bn (USD$568.1bn), up 4.9% on a headline basis. Underlying growth of 6.3%<sup>[1]</sup> marked an acceleration compared to the first quarter and reflected Europe’s Q2 seasonal dominance – the period when most European companies make a single annual payment.</p>
<h2>Japanese growth was strong, but US saw ongoing deceleration</h2>
<p>Q2 is also seasonally important in Japan and dividends here rose 8.4% on an underlying basis, well ahead of the global average. Half the Japanese companies in our index delivered double-digit increases. The rate of growth in the US slowed for the sixth consecutive quarter however, decelerating to 4.6%, while in Asia-Pacific ex Japan, Hong Kong and South Korea were relative weak spots. Emerging market dividends fell.</p>
<h2>Banks contributed half the world’s dividend growth in Q2</h2>
<p>From a sector perspective bank dividends were strong all over the world with few exceptions. They accounted for half the global growth in Q2 as rising interest rates boosted margins and pandemic-related disruption to dividend payments finally worked its way out of the numbers. For example, in the UK total payouts were resilient in the face of lower mining dividends as HSBC returned to quarterly payments at a much higher level than seemed possible even a few months ago, while in Singapore, banks propelled the total paid to record levels.</p>
<h2>Vehicle dividends also grew strongly, but mining payouts fell</h2>
<p>Vehicle manufacturers accounted for one seventh of the year-on-year increase in Q2 payouts. Half of this came from German companies, but the sector was strong all over the world. Miners made the biggest negative contribution, owing to lower commodity prices, while oil payouts fell owing to cuts from Latin American producers.</p>
<p>Globally, 88% of companies either increased dividends or held them steady in Q2.​</p>
<h2>2023 forecast unchanged owing to growing economic uncertainty</h2>
<p>The second quarter was very positive, but with expectations for global economic growth slowing, Janus Henderson has made no change to its forecast for the full year. The global fund manager still expects payouts to rise 5.2% on a headline basis to a record $1.64 trillion, equivalent to underlying growth of 5.0%.</p>
<p>Matt Gaden, Head of Australia at Janus Henderson said: “Amidst the impressive surge in Australian dividends this past quarter, it&#8217;s essential for investors to remain mindful of the concentrated risks within our local mining and banking sectors. Diversification – not only across different industries but also across different countries – can act as a shield against the ups and downs of economic cycles, such as the volatility in commodity prices which are all too familiar for Australian investors. Given the slightly tempered economic growth outlook, Australians seeking to complement their domestic holdings with those based offshore may well enhance their ability to navigate uncertainties more effectively.&#8221;</p>
<p>Ben Lofthouse, Head of Global Equity income at Janus Henderson said: “Economic growth around the world is moderating as it responds to higher interest rates. Markets now expect global profits to be flat this year, after soaring to record highs in 2022, and when we speak to companies around the world, they are now more cautious about the outlook. While employment levels have remained very strong, parts of Europe have experienced technical recessions and policymakers everywhere are still intent on combatting inflation, even if it comes at the cost of output.</p>
<p>“We do expect dividend growth to continue, however. Most regions and sectors are delivering dividends in line with our expectations. The banking sector in particular will continue to deliver solid growth for the rest of the year, making record payments to shareholders. A weaker economic environment is typically negative for banks, but the positive effect on bank margins from the end of years of ultra-low interest rates is very powerful and is driving dividend payouts. The big banks are very tightly regulated and so enter the downturn in a strong capital position.</p>
<p>“One of the reassuring features of dividend income is that it is typically much less volatile than earnings. Payouts lagged behind profit growth last year and so can therefore exceed it this year.”​</p>
<p>​&#8212;&#8212;&#8212;</p>
<h6>[1] Underlying figures adjust for lower special dividends, exchange rates and minor technical factors.</h6>
<p>​</p>
<p>The post <a href="https://www.adviservoice.com.au/2023/08/global-dividends-hit-new-record-in-q2-but-cooling-economy-means-no-upgrade-to-forecast-for-2023/">Global dividends hit new record in Q2 but cooling economy means no upgrade to forecast for 2023</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
]]></content:encoded>
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                <title>Janus Henderson bolsters Institutional team in Australia</title>
                <link>https://www.adviservoice.com.au/2023/08/janus-henderson-bolsters-institutional-team-in-australia/</link>
                <comments>https://www.adviservoice.com.au/2023/08/janus-henderson-bolsters-institutional-team-in-australia/#respond</comments>
                <pubDate>Tue, 01 Aug 2023 21:30:52 +0000</pubDate>
                <dc:creator>
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                		<category><![CDATA[From the Source]]></category>
		<category><![CDATA[Ashleigh Lane]]></category>
		<category><![CDATA[Matt Gaden]]></category>
		<category><![CDATA[Sophie Nelson]]></category>
		<category><![CDATA[Tom Kelly]]></category>
                <guid isPermaLink="false">https://www.adviservoice.com.au/?p=90360</guid>
                                    <description><![CDATA[<h3>Janus Henderson is delighted to announce a new addition to its Institutional Distribution team in Australia. Ashleigh Lane joins the firm as an Institutional Sales Director on the 1st August 2023. She will be based in Sydney and report to Tom Kelly, Head of Institutional Distribution for Australia.</h3>
<p>In this newly created role, Ashleigh will be responsible for building and expanding the institutional business in Australia as well strengthening client relationships and creating partnership opportunities to enhance Janus Henderson’s offerings for institutional clients.</p>
<p>Ashleigh brings a wealth of experience to the role having joined Janus Henderson from Capital Group where she was a Managing Director responsible for leading Capital Group’s institutional business in Australia and New Zealand. Prior to that she held roles at both State Street Global Advisors in the Institutional Client Group and Motor Accident Commission of South Australia as an Investment Analyst.</p>
<p>The firm is also announcing that it has appointed Sophie Nelson as an Institutional Sales Associate. Sophie will work closely with the Institutional Distribution team to facilitate sales efficiency and contribute to the development and execution of the firm’s strategic plan to further develop relationships with institutional investors across Australia and New Zealand. Sophie was an internal promotion, having previously worked in the Janus Henderson Australian marketing team for the past four years. Prior to Janus Henderson, Sophie held roles at both Hyperion Asset Management and InvestSMART.</p>
<p>Matt Gaden, Head of Australia said: “The institutional market has long been a key strategic priority for Janus Henderson in Australia and one where we continue to see tremendous potential for growth over the long term. Ashleigh knows the institutional market extremely well and understands the sophisticated needs of our clients in this space, so I am delighted that she has chosen to join Janus Henderson in this exciting phase of growth for us. The appointment of Ashleigh combined with the addition of Sophie to the Institutional team demonstrates our dedication to growing our partnerships with our institutional clients and our ambition to increase market share in this area.”</p>
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                                            <content:encoded><![CDATA[<h3>Janus Henderson is delighted to announce a new addition to its Institutional Distribution team in Australia. Ashleigh Lane joins the firm as an Institutional Sales Director on the 1st August 2023. She will be based in Sydney and report to Tom Kelly, Head of Institutional Distribution for Australia.</h3>
<p>In this newly created role, Ashleigh will be responsible for building and expanding the institutional business in Australia as well strengthening client relationships and creating partnership opportunities to enhance Janus Henderson’s offerings for institutional clients.</p>
<p>Ashleigh brings a wealth of experience to the role having joined Janus Henderson from Capital Group where she was a Managing Director responsible for leading Capital Group’s institutional business in Australia and New Zealand. Prior to that she held roles at both State Street Global Advisors in the Institutional Client Group and Motor Accident Commission of South Australia as an Investment Analyst.</p>
<p>The firm is also announcing that it has appointed Sophie Nelson as an Institutional Sales Associate. Sophie will work closely with the Institutional Distribution team to facilitate sales efficiency and contribute to the development and execution of the firm’s strategic plan to further develop relationships with institutional investors across Australia and New Zealand. Sophie was an internal promotion, having previously worked in the Janus Henderson Australian marketing team for the past four years. Prior to Janus Henderson, Sophie held roles at both Hyperion Asset Management and InvestSMART.</p>
<p>Matt Gaden, Head of Australia said: “The institutional market has long been a key strategic priority for Janus Henderson in Australia and one where we continue to see tremendous potential for growth over the long term. Ashleigh knows the institutional market extremely well and understands the sophisticated needs of our clients in this space, so I am delighted that she has chosen to join Janus Henderson in this exciting phase of growth for us. The appointment of Ashleigh combined with the addition of Sophie to the Institutional team demonstrates our dedication to growing our partnerships with our institutional clients and our ambition to increase market share in this area.”</p>
<p>The post <a href="https://www.adviservoice.com.au/2023/08/janus-henderson-bolsters-institutional-team-in-australia/">Janus Henderson bolsters Institutional team in Australia</a> appeared first on <a href="https://www.adviservoice.com.au">AdviserVoice</a>.</p>
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