For financial professionals in the UK

Global Perspectives

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

Janus Henderson Corporate Debt Index

The Corporate Debt Index is the first edition in a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.

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The Curious Case of EURGBP and the French Election
Global Perspectives

The Curious Case of EURGBP and the French Election

​In normal circumstances, the pricing of currency options should reflect, to a good extent, the probability of political upsets, particularly if those upsets have obvious macroeconomic implications. Here, Mark Richardson, and Steve Cain, fund managers in Henderson’s Multi-Strategy Team, examine why, in the run-up to the French presidential election, this does not appear to be the case for EURGBP (the price of euros measured in sterling).

The case for active managers in a post-QE world

The case for active managers in a post-QE world

Nick Watson, Fund Manager within Henderson’s Multi-Asset Team, explores the strengthening case for allocating to actively managed strategies. While the team is able to allocate to passive and active vehicles, Nick explains that market drivers currently support the case for the latter.

The Curse of the ETF Tourist

The Curse of the ETF Tourist

The growing popularity of investing in exchange traded funds (ETFs) is a key component of the active versus passive debate. Here, Aneet Chachra, fund manager, and David Elms, Head of Diversified Alternatives, from Henderson’s Multi-Strategy Team, explain why investing in many ETFs is actually an ‘active’ call and explore how investors in these vehicles have typically fared.

Reflation for now, but how long will it last?
Investment Viewpoints

Reflation for now, but how long will it last?

Since the election of Donald Trump headlines such as ‘regime change’ and ‘the Trump reflation trade’ have dominated the financial media as investors happily embraced the ‘reflation’ trend and started to put their money to work based on the view that growth and inflation are going to rise. This has favoured equities over bonds.
Jenna Barnard, Co-Head of Strategic Fixed Income at Henderson, shares her views on the current trend and how long it may last. She further explains where the team see good investment opportunities for their portfolios in the coming months.

Strategic Fixed Income: reflation for now, but will it last?
Investment Viewpoints

Strategic Fixed Income: reflation for now, but will it last?

John Pattullo, Co-Head of Strategic Fixed Income, shares his views on why the ‘Trump bump’ should not be confused with a permanent return of growth and inflation.

Active versus passive investing – selectivity required

Active versus passive investing – selectivity required

​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.

The Alternative View – Avoiding Bubble-Weight Indices
Global Perspectives

The Alternative View – Avoiding Bubble-Weight Indices

​In this series of views from Henderson’s Multi-Strategy team, Head of Diversified Alternatives, David Elms, and Fund Manager Aneet Chachra discuss why highly sector-concentrated indices may be riskier than they appear.

Essentials: the Janus Henderson UK Equity Income & Growth Fund in 3 minutes

Essentials: the Janus Henderson UK Equity Income & Growth Fund in 3 minutes

In this ‘Essentials’ video, Co-Managers James Henderson and Laura Foll, provide an overview of the Henderson UK Equity Income & Growth Fund. The fund aims to provide dividend income with prospects for both income and capital growth over the medium to long term by investing primarily in UK companies.

Will technological progress be the downfall of globalisation?

Will technological progress be the downfall of globalisation?

Throughout the 20th century, the world economy became more global than ever before. Cross-border trade grew exponentially and the increasingly free movement of people led to the blurring of international boundaries, both geographical and cultural. While there is little doubt that trade-liberalisation and the reduction in global protectionism laid the foundations for the surge in

Trump-o-nomics: the importance of US-aligned portfolio positioning
Investment Viewpoints

Trump-o-nomics: the importance of US-aligned portfolio positioning

John Pattullo, Co-Head of Strategic Fixed Income, looks at the impact of the Trump victory on the financial markets and provides his assessment of the likely effects and success of his policies.

Rise of robotics

Rise of robotics

Over the past five years there has been an increasing number of bold pronouncements around what many are labelling the fourth industrial revolution. Wherever you look commentators are heralding the advancement of robotics as a real and present threat to the workforce. Arjun Bhandri, Analyst within the Strategic Fixed Income team looks at the rising trend in robotics and the implications for humans, as well as the global economy.

Essentials: Overview of the Janus Henderson Horizon China Fund
Investment Viewpoints

Essentials: Overview of the Janus Henderson Horizon China Fund

In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson Horizon China Fund.

Topics covered include:

• Fund objective and investment approach
• Why invest in Chinese stocks?
• How does the fund use shorts to generate additional returns?
• Why invest in the fund?