Janus Henderson International Dividend Fund underperformed benchmark in Q4. The fund returned 3.62% while the MSCI World ex-USA Index gained 5.20%, reflecting challenges in stock selection across key sectors. Technology, healthcare, and consumer discretionary stocks drove relative outperformance, but holdings in industrials and financials weighed on returns. Central banks maintained accommodative policies with the Federal Reserve cutting rates by 50 basis points to 3.75%, supporting market conditions. Looking ahead to 2026, fund managers project a constructive equity market environment as falling interest rates combine with anticipated U.S. and European fiscal stimulus measures to stimulate economic growth and corporate earnings.
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