Janus Henderson Global Equity Income Fund Q3 2025 Commentary [Seeking Alpha]
TOKYO ELECTRON UNSP/ADR (TOELY)
NASDAQ:AMEX Investor Relations:
tel.com/ir
Company Research
Source: Seeking Alpha
Stock selection in information technology contributed to relative performance, while stock selection in communication services detracted. We continue to see compelling opportunities across sectors and geographies to generate attractive capital and income returns for investors over the medium to long term. Hiroshi Watanabe/DigitalVision via Getty Images Investment environment Global equity markets, as measured by the MSCI World Index, rose 7.3% in U.S. dollar terms during the third quarter – an all-time high. The portfolio's secondary benchmark (15% MSCI USA High Dividend Yield Index, 85% MSCI ACWI ex USA High Dividend Yield This article was written by Quick Insights Overweight exposure to Asian technology stocks such as Samsung, TSMC, and Hon Hai significantly contributed to outperformance, benefiting from robust semiconductor and AI infrastructure demand. Supportive policy signals, including fiscal stimulus in Europe and targeted measures in China, are expected to pr
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News
- Assessing Tokyo Electron (TSE:8035) Valuation After A Strong Momentum-Fueled Share Price Run [Yahoo! Finance]Yahoo! Finance
- World shares are mixed and Tokyo hits a record, tracking fresh highs on Wall Street [BNN Bloomberg (Canada)]BNN Bloomberg
- Asian shares mostly rise and Tokyo hits a record, tracking fresh highs on Wall Street [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- Asian shares mostly rise and Tokyo hits a record, tracking fresh highs on Wall Street [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- Asian shares mostly rise and Tokyo hits a record, tracking fresh highs on Wall Street [Yahoo! Finance Canada]Yahoo! Finance Canada