For individual investors in the UK

Ben Lofthouse, CFA

Head of Global Equity Income | Portfolio Manager
Ben Lofthouse, CFA | Janus Henderson Investors

Ben Lofthouse is Head of Global Equity Income at Janus Henderson Investors, a position he has held since 2018. Prior to this, Ben was a director and has been part of the Global Equity Income Team since joining Henderson in 2004. Additionally, he is a Portfolio Manager for the Global Equity Income and Global Dividend and Income Builder strategies and has managed a range of equity income mandates since 2008. Prior to Henderson, Ben worked as an accountant at PricewaterhouseCoopers, where he started his career in 1998.

Ben graduated with a BA degree (Hons) in business economics from Exeter University. He is an associate of the Institute of Chartered Accountants in England and Wales (CA) and holds the Chartered Financial Analyst designation. He has 24 years of financial industry experience.

Articles Written

What is the current state of play?

What is the current state of play?

Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, discusses how he is navigating the current market environment, how companies within the portfolio are dealing with rising input costs to sustain margins, and explores the pros and cons of nearshoring.

Equity income investing: key market drivers

Equity income investing: key market drivers

Key market drivers from the first quarter and key themes to watch going forward.

Russia Ukraine market impact – a week on

Russia Ukraine market impact – a week on

A little over a week on from the beginning of the conflict, Ben Lofthouse, Portfolio Manager of the Henderson International Income Trust, explores how markets have reacted.

Russia Ukraine market impact – a week on

Russia Ukraine market impact – a week on

A little over a week on from the beginning of the conflict, Ben Lofthouse, Head of Global Equity Income, explores how markets have reacted.

Generating income in the new normal

Generating income in the new normal

This paper looks at how profits and dividends have performed over the last two years and explores the factors that have led to the divergence in performance between sectors and regions.

Trust TV: Dividend stability in the new normal?

Trust TV: Dividend stability in the new normal?

Simon Elliot, Head of Research at Winterflood Investment Trusts, welcomes Ben Lofthouse, Portfolio Manager of the Henderson International Income Trust into the Trust TV studio. Simon and Ben discuss the recent changes announced by the Trust’s board and performance over the last year. Ben also touches on findings from the HINT Global Dividend Cover Report and highlights his approach to Environment, Social and Governance issues.

The quest for income

The quest for income

The pandemic proved that unexpected events can pose a significant risk to the global economy through their impact on company earnings, profits, and for income seekers – a company’s ability to pay dividends. This article examines the effects of the pandemic on profits and dividends across different regions and sectors, and how the Henderson International Income Trust uses diversification to mitigate risks and provide investors with a stable income.

Shares Investor Evenings webinar with Ben Lofthouse

Shares Investor Evenings webinar with Ben Lofthouse

In this webinar for Shares Investor Evenings, Ben Lofthouse, Portfolio Manager of Henderson International Income Trust, reflects on performance over the last decade, the impact of the pandemic on dividends, and the benefits of diversification in a volatile market. Ben also highlights the sectors and regions where he is finding opportunities, and touches on the ‘value’ vs ‘growth’ debate.

Trust TV: Henderson International Income Trust – 10 years of income seeking

Trust TV: Henderson International Income Trust – 10 years of income seeking

Ben Lofthouse, portfolio manager of Henderson International Income Trust, reflects on the opportunities and headwinds he’s experienced in looking to deliver an income-focused return over the past decade, and how the portfolio is positioned to take advantage of the prevailing market conditions over the next 12 months.

The unreliable are nobody’s friend

The unreliable are nobody’s friend

For portfolio managers and investors alike, the experiences of 2020 will prove difficult to erase from the memory. As we reflect upon the extraordinary – for once, the word is entirely apposite – developments of the year, one facet in particular leaps immediately to the forefront of our collective consciousness: dividends … or rather, their reliability.

Lessons from the Decade – Henderson International Income

Lessons from the Decade – Henderson International Income

10 years since the launch of Henderson International Income, Fund Manager Ben Lofthouse discusses the Trusts performance over what has been a turbulent decade – highlighting the benefits of regional and sectorial diversification, and income opportunities outside the UK.

Trust Radio Episode 4 – the pursuit of income

Trust Radio Episode 4 – the pursuit of income

This episode, Laura Thomas is joined by Ben Lofthouse and Nicholas Ware, to discuss their pursuit of income, by exploring promising sectors, consumer spending and economic cycles.