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.

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.

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.

An interesting year for credit markets

An interesting year for credit markets

Credit markets will get interesting this year but investors need to be patient for opportunities, says John Pattullo, Co-Fund Manager of Henderson Diversified Income​

Change in pricing approach for UK Property PAIF / Feeder Fund

Change in pricing approach for UK Property PAIF / Feeder Fund

In this video update, Simon Hillenbrand, Head of UK Retail, summarises why the Janus Henderson UK Property PAIF and its Feeder Fund will change from being dual priced on a quoted-spread basis to being dual priced on a full-spread basis, with effect from 25 March 2019. Meanwhile, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, provides an update on portfolio positioning and her outlook for the asset class.

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Multi-Asset: Market Review and Outlook

Paul O’Connor, Head of Multi-Asset, discusses the events that have unfolded in the closing half of 2018 and how these are shaping his team’s outlook.

Digital health: sales versus social impact

​Janus Henderson’s Global Technology team is actively engaged with its existing holdings on a range of Environmental Social and Governance (ESG) criteria in order to promote sustainable growth.

Macro signals — early signs often come from the ground

Macro signals — early signs often come from the ground

John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.

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Banking on diversification

Banking on diversification

​​With a number of headwinds facing markets in 2019, it can be hard to see the wood for the trees. Alex Crooke, Fund Manager of The Bankers Investment Trust, explains how his team approaches the complexities of global stock markets.

Property: understand what you own

Property: understand what you own

In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, discusses the key factors that UK commercial property investors should consider in 2019 and beyond. Ainslie also explains how the fund is positioned.

Improving income opportunities overseas

​With valuations coming down across equity markets in 2018, the outlook for international income investors is looking positive in 2019, says Henderson International Income Trust Fund Manager Ben Lofthouse.​