Global Perspectives

Global Dividend Index

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

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UK Property: a focus on stable income

In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines recent fund and market performance, discusses key factors the team consider as part of their investment process, highlights portfolio positioning and provides her outlook for the asset class.

Focusing on resilience to preserve income

Focusing on resilience to preserve income

David Smith, Fund Manager of Henderson High Income Trust, discusses where he sees the best opportunities for income seeking investors in the UK equity market, and he outlines his recent portfolio activity. David also explains how the Trust invests in resilience companies with strong cash flows to ensure consistent income for shareholders.

Trust TV: Growth and income

Trust TV: Growth and income

Watch Portfolio Managers John Pattullo (Henderson Diversified Income Trust) and Ollie Beckett (TR European Growth Trust) tackle questions from investors in the latest episode of Trust TV. Glossary Bull market: A financial market in which the prices of securities are rising, especially over a long time. The opposite of a bear market. Bond yield: The level of income

Quick view: UK prorogation fever
Quick Views Brexit UK

Quick view: UK prorogation fever

​Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset team, discusses the abrupt escalation in hostilities between the UK Parliament and a bellicose PM.

Quick view: Chinese yuan depreciates to critical level against the US dollar
Quick Views China

Quick view: Chinese yuan depreciates to critical level against the US dollar

​Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.

Managing property for the long term

​Ainslie McLennan and Marcus Langlands Pearse, Co-Managers of the Janus Henderson UK Property PAIF, look back at 10 years of managing the fund together and ahead at the changing dynamics of the UK commercial property market.

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Cobalt: saying ‘no’ to child labour

Ama Seery, analyst within the global Sustainable and Responsible Investment (SRI) Team headed by Hamish Chamberlayne, examines the explosive demand for cobalt to power new technologies and the many risks associated with its supply.

UK politics: new leader, old problems
Quick Views

UK politics: new leader, old problems

​Paul O’Connor, Head of the UK-based Multi-Asset team, discusses confirmation of Boris Johnson’s appointment as UK Prime Minister and the highly uncertain outlook for Brexit that he, and his divided government must navigate, and the likely market response.

Powerplay: geopolitical manoeuvres and their corporate impact

Powerplay: geopolitical manoeuvres and their corporate impact

​Geopolitical risk continues to be top of mind for investors, particularly the shifting global balance of power from west to east as showcased by the escalating trade friction between China and the US. Charlie Awdry, China equities portfolio manager and Richard Clode, Global Technology portfolio manager, provide candid views on this evolving issue and its significance on how they invest.

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Property: steady income and asset management initiatives

In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines fund and UK commercial property market performance year to date. Ainslie also discusses portfolio positioning and her outlook for the asset class.

Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

Paul O’Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the outlook for multi-asset investors in Q3 in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors.

Using the 1890s as a guide to bond investing (not the 1980s)

Using the 1890s as a guide to bond investing (not the 1980s)

​Jenna Barnard, Co-Head of Strategic Fixed Income, confesses to not all birthday gifts being a delight to receive but a book from 1892, found by chance in a second-hand book dealer, turned out to be a rare birthday present gem. Its lessons on investing are not only instructive but shine a light on the predicament facing bond investors today.