Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
483 Views
Updating Our FVE for Janus to Account for 10-1 Reverse Split and Currency Changes
On Oct. 3, 2016, Henderson Group entered into a merger agreement with Janus Group PLC. As part of that merger, a subsidiary will merge with Janus...
469 Views
Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
674 Views
Australia's Housing Revolution Continues, but for How Much Longer?
A lift in new dwelling investment to a record high has underpinned Australia's current housing expansion. The revolution in Australian housing...
1.7k Views
Janus' Merger with Henderson Group Raises More Questions Than Answers; Expect to Increase FVE
While we are likely to raise our fair value estimate, we expect to retain our narrow moat rating for Janus Capital Group Inc (JNS US) following the...
252 Views