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All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! 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Janus Henderson International Dividend Fund Q1 2026 Commentary
2026-05-19 · via All Articles on Seeking Alpha

Summary

  • The Fund returned 1.71% and the MSCI World ex-USA Index returned -0.94%.
  • Stock selection in the information technology and financials sectors contributed to relative performance, while stock selection in consumer discretionary and communication services detracted.
  • The fundamentals for global equities in 2026 so far have remained positive, but we are watching for any signs of deterioration in the economic environment.
Man looking at currency trading app on his smart phone from his home office

Alistair Berg/DigitalVision via Getty Images

Investment environment

  • In a volatile quarter, international equity markets declined amid ongoing trade policy uncertainty, artificial intelligence (AI) disruption risk, and conflict in the Middle East.
  • Stock markets moved higher in the first two

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