When things look their worst opportunities often arise and this was definitely the case with UK based fund manager JHG. Operationally this business looks to have risen from the ashes like a phoenix, last month it produced a quarterly update which almost doubled its profit compared to last year while also announcing a $200m buyback, the stock looks bullish until further notice.
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM is bullish JHG from current levels
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