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Janus Henderson UK
@JHiAdvisersUK
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Welcome to the official Janus Henderson UK twitter account, where you will find our latest insights on market events and the economy. Disclosures: https://t.co/grBTEFX5E1
City of London
Joined July 2010
The importance of UK equities to international investors has collapsed over the past decade. The UK is now less than 4% of global #equities, which is smaller than the market cap of both Apple and Amazon! Nick Watson #MultiAsset
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As #RealYields approach all time lows and UST nominal yields back below 1.2%, bonds are sending a message that growth has peaked. With the #S&P only 3% off all-time highs, there could be more pain for equities to come. Nick Watson #MultiAsset
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Persistent underperformance has pushed UK stocks to almost historic 30% valn discount vs global peers. As long term PE buyers circle #Morrisons and other UK names, could the combination of cheap finance and low valns drive #M&A activity and help the UK recover some lost ground?
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UK #COVID data is a key topic as investors look for evidence that vaccines prevent higher cases translating into medical crisis. If deaths creep up then restrictions may be here to stay, but the case for #reopening vaccinated economies and rebounding corp earnings remains intact
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ThrowbackThursday We're looking back to our US colleagues taking part in #DenverPride in 2018 and 2019. We can't wait to be back together again to celebrate #Pride in the future. #JHI #PrideMonth
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A huge welcome to our new interns who started this week in our London office. They've joined us as part of the @1000bi programme and will be working with different teams around the business. We're excited to have you aboard! #JHI #JHIJobs #Recruitment #10000BlackInterns
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We've just launched the 30th edition of our Global Dividend Index! Discover the latest findings in our on-going study into global dividends trends here: #JHI #JHGDI #GDI #GlobalDividends #DividendIndex #Dividends For professionals only.
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This #WorldCultureDay we want to celebrate our #diversity groups who help us learn about and embrace those from different cultures and backgrounds. We're proud of the work that they do to support and celebrate our colleagues.
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When it comes to ESG, we're always looking to the future. This #NationalNumeracyDay we're proud to say we've been long-time supporters of @KickStart_Money, a brilliant group that works to provide children with #FinancialEducation. #Charity #GivingBack
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The #Project1000 #hereiam campaign is about recognising visible role models and allies within our industry and we are proud to celebrate the International Day Against Homophobia, Biphobia & Transphobia (IDAHOBIT) with our diversity partners @LGBTGreat #IDAHOBIT
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@Anglewis220878 Hi Angelina, if you call our Client Services team on 0800 832 832 , they'll be able to assist you.
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We’re so proud of all of our colleagues nominated in @InvestmentWeek's Women in Investment Awards! We’ve got 50 this year, a record number across all teams and at all levels of the business. We can’t wait for 25 November. #WomenInInvestmentAwards
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The S&P 500 continues to grind higher, but the most speculative areas of tech have been hurt. Unprofitable #techstocks companies are down 35% from a Feb peak, but the wider #NASDAQ is only 3% off its recent high. #stockmarket #investing #MultiAsset
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The UK #vaccine rollout has appeared to slow recently but it had gained from stretching the interval to the second jab. First inoculations must now compete with second top-ups for the supply of daily vaccination slots. #MultiAsset
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The US economy is primed for a surge with 6% annualized growth in Q1. Income data tomorrow will show the effects of yet another #stimulus but consumption has barely returned to Feb 2020 levels. Consumers are well set to drive the reopening #MultiAsset
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Today’s Eurozone PMI surveys show a continued surge in manufacturing but services are still to get going as COVID-19 restrictions continue to bite. An accelerating #vaccine roll out should start to change that – Oliver Blackbourn #MultiAsset
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Despite a huge China GDP growth surge to 18.3% YoY, Q1 saw just 0.6% QoQ growth - short of the c.6% ann. rate investors are used to and significantly below expectations - as services suffered from COVID-19 restrictions – Oliver Blackbourn #MultiAsset
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