Objective: Income & growth

Quick view: Brexit end point remains unclear

by Ben Lofthouse, CFA

5 months ago

Ben Lofthouse, Head of Global Equity Income, assesses last night’s vote on Brexit in the UK by members of Parliament.

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Brexit - now what?

by Paul O'Connor

8 months ago

​​Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, sifts through the highly complex range of Brexit scenarios following Theresa May's survival as party leader. 

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Global equity income: good dividend growth expectations

by Ben Lofthouse, CFA

1 year ago

​Ben Lofthouse, Head of Global Equity Income, believes that, despite being in a rising interest rate environment, dividend growth expectations are good for 2018, buoyed by new tax legislation and the recovery in commodity prices.

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What now for global equity income investors?

by Ben Lofthouse, CFA

1 year ago
In this video update Ben Lofthouse, Head of Global Equity Income, assesses markets from an income perspective, identifies where the team is finding the best opportunities and examines the outlook for dividend growth.
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Why did global dividends reach a record $1.252trn in 2017?

by Ben Lofthouse, CFA

1 year ago
Ben Lofthouse, Head of Global Equity Income, speaks to Bloomberg TV about the key findings from the latest Janus Henderson Global Dividend Index, a long-term study of global dividend trends. He examines the reasons why global dividends rose by 7.7% on a headline basis to a record $1.252 trillion in 2017.
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Compelling yield opportunities in 2018 for equity income investors

by Alex Crooke

1 year ago
Alex Crooke, Head of Global Equity Income, believes that investors will focus more on valuations in 2018, rotating towards more cyclical areas of the markets, and that dividend yields remain compelling.
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How is innovation and disruption impacting income-oriented equities?

by Alex Crooke

1 year ago
In this video update, Alex Crooke, Head of Global Equity Income, examines the effect that innovation and disruption can have on income-oriented equities.
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Positive indicators: what should investors expect from global equities?

by Alex Crooke

1 year ago

​In this video update, Alex Crooke, Head of Global Equity Income, provides an update on equity markets explaining why the current economic environment is providing a supportive backdrop for businesses and for equity investors.

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Are global equities overvalued?

by Alex Crooke

2 years ago
In this video update, Alex Crooke, Head of Global Equity Income, discusses current equity market valuations, provides his outlook for inflation and explains why Japan is becoming an attractive market for equity income investors.
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Finding income from equities

by Ben Lofthouse, CFA

2 years ago

Freelance journalist Heather Farmbrough questions Ben Lofthouse, Portfolio Manager on the Janus Henderson Global Equity Income Team, on his approach to finding the best equity income opportunities.

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Why are banks looking attractive for equity income investors?

by Hamish Robertson, CFA

2 years ago
In this video, Hamish Robertson, analyst for the Global Equity Income Strategy, discusses the team’s current view on banks, where the most attractive opportunities are, and the sector’s importance for equity income investors.
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Technology pays dividends

by Ben Lofthouse, CFA

2 years ago

​While technology may not be seen as a ‘traditional’ income sector, Ben Lofthouse, Global Equity Income portfolio manager, reveals that a number of technology companies from around the world are providing good yields and dividend growth prospects.

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Reflation and rising rates: adjusting to the new normal

by Alex Crooke

2 years ago
In this video update, Alex Crooke, Head of Global Equity Income, explains the importance of adjusting to the ‘new normal’ and why dividend-paying equities are likely to perform well in a rising interest rate and reflationary environment.
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What are the key factors shaping global equity income investing?

by Ben Lofthouse, CFA

2 years ago
In this video update, Ben Lofthouse, Global Equity Income portfolio manager, explains the recent market rotation from defensive to cyclical stocks, examines key risks and opportunities for global equity income investors and discusses the impact of corporate earnings trends and potential US rate rises.
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Active versus passive investing – selectivity required

by 

2 years ago

The active versus passive debate has led to numerous studies, detailed analysis and thought-provoking theories. What is clear is that passive funds have attracted significant inflows in the last decade and now play a major role, for better or worse, both in investor portfolios and in the functioning of global capital markets.

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Global equity income outlook: corporate profitability key to dividend growth

by Alex Crooke

2 years ago
Alex Crooke, Head of Global Equity Income, believes that political and economic trends are likely to again influence global equity markets in 2017 and that corporate profitability will be the key to generating capital and dividend growth.   
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Global equity income: electing for future dividend growth
Andrew Jones and Ben Lofthouse, co-managers of the Henderson Global Equity Income Strategy, continue to focus on companies across markets with attractive yields and good dividend growth potential. They believe that income remains scarce and that Europe looks attractive despite 2017 election concerns.
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Global equity income: dividend growth coming through

by Ben Lofthouse, CFA

2 years ago
In this video update, Ben Lofthouse, Global Equity Income (GEI) portfolio manager, describes how the team are still finding good dividend growth and why the GEI strategy maintains a relatively defensive positioning, with a bias to lower value areas of the market.      
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Merger in the press: implications for active investment management

by 

2 years ago

​The Australian explores whether the proposed merger of Janus and Henderson signals a high water mark for passive investing with stock picking, active investment managers more suited to meeting investor needs in the conditions ahead. 

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