Global Perspectives

Investment Focus 2020

Our ‘Illumination 2020’ edition shines a light on the investment prospects for 2020.

Global Dividend Index

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

Equity Perspectives

Quarterly insight from our Equity team 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.

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

UK commercial property: signs of valuation evidence

UK commercial property: signs of valuation evidence

Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, summarises the investment market, highlighting that the easing of lockdown restrictions has enabled some market transactions to progress and provide signs of valuation evidence.

Actively managing the UK Property PAIF

Actively managing the UK Property PAIF

Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, explains how the investment team are proactively managing the property portfolio despite the fund being suspended for dealing.

Property: actively managing retail

Property: actively managing retail

Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, explains why the UK commercial property investment team feel vindicated in moving early to diversify the portfolio away from traditional areas of the retail market.

UK property 2020 outlook: steady income & asset management

UK property 2020 outlook: steady income & asset management

In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, discusses opportunities and risks within UK commercial property in 2020 and examines key themes that are relevant to the fund’s strategy.

UK Property: a focus on stable income

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.

Managing property for the long term

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.

Retail: adapting to change

Retail: adapting to change

Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines the structural changes taking place within retail and the impact on physical bricks and mortar stores.

Building efficiency

Building efficiency

​Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, discusses the importance of a sustainable approach to investing in the UK commercial property market.