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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.
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.
Trust TV is an exclusive webinar series that gives you the chance to quiz fund managers live and glean insights about their investment process and their thoughts on today’s investment landscape. Trust TV returns on 16th September with the portfolio managers of Henderson Diversified Income Trust and TR European Growth Trust. Tune in at 1.30pm
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.
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.
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.
At Janus Hender, we believe in the sharing of expert insight for better investment and business decisions.
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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.
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.
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.
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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.
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.
Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses his recent trip to Hong Kong, where he met with a number of Chinese internet companies.
