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.

Janus Henderson Corporate Debt Index

The Corporate Debt Index is the first edition in a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.

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Investment trusts: an introduction

Investment trusts: an introduction

A short film to outline the core investment and support function capabilities of our dedicated investment trust business here at Henderson.

Six Reasons to Consider Investing in Europe

Six Reasons to Consider Investing in Europe

At Henderson we believe the European market is a fertile hunting ground for investment opportunities. The market’s depth and breadth, with its regional variations and, at times, political uncertainty, means our fund managers have plenty of choice when it comes to picking stocks. Two of our investment trusts with a European focus include Henderson European Focus Trust, managed by John Bennett, Head of European Equities, and Henderson EuroTrust, managed by Tim Stevenson, Director of European Equities. Here we explore some of the factors that make the continent attractive.

Understanding investment trusts: premiums vs discounts

Understanding investment trusts: premiums vs discounts

The share price isn’t always equal to the underlying value of a trust’s investments. So what exactly are premiums and discounts?

“The King is dead, long live the King!” – real estate and technology
Mega Trends

“The King is dead, long live the King!” – real estate and technology

Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss how real estate is being reinvented and rejuvenated by rapid advances in technology and how their portfolios are actively positioned to gain from these evolving trends.

An Introduction to Henderson European Focus Trust

An Introduction to Henderson European Focus Trust

Fund Manager John Bennett introduces Henderson European Focus Trust, explaining its investment objective and how the team works towards achieving this.

Electric vehicles: driving growth in semiconductors
Mega Trends

Electric vehicles: driving growth in semiconductors

Doug Rao, Co-portfolio Manager for the US Concentrated Growth Strategy, shares why he believes semiconductor content in autos could grow at a double-digit rate over the next decade.

Essentials: UK commercial property

Essentials: UK commercial property

In this Essentials video Ainslie McLennan and Marcus Langlands Pearse, Co-Managers of the Janus Henderson UK Property PAIF, introduce their approach to the UK commercial property market and the fund they manage. Discover why investors should consider the asset class on a long-term view and how the fund’s dedicated investment team seek to generate long-term

Global Life Sciences: our approach to seeking innovators in cancer therapy
Mega Trends

Global Life Sciences: our approach to seeking innovators in cancer therapy

Follow Global Life Sciences Portfolio Manager Andy Acker and Research Analyst Dan Lyons as they visit biotechnology companies pursuing innovative platforms in which to provide new therapies for major diseases such as cancer.

Mega Trends

Technology disruption and acceleration: risks and opportunities

In this video, Richard Clode, portfolio manager within the Global Technology Team, discusses how not keeping up with innovation and new technology may be shortening the lifespan of ‘blue chip’ stocks, as well as the key reasons why technology disruption is accelerating. He also talks about the transportation revolution, a key example of how a major industry is being disrupted with consequences and opportunities for incumbent and new companies.

Essentials: Janus Henderson Cautious Managed strategy

In this ‘Essentials’ video, Stephen Payne, Co-Manager of the Janus Henderson Cautious Managed Fund, provides an introduction to the strategy, including how the investment team manages exposure to the different asset classes – equities, bonds and cash. This is a UK-focused fund, holding a combination of UK equities, plus bonds in any country.

Exploring sustainable investment
Mega Trends

Exploring sustainable investment

Investment Conference 2018 – Hamish Chamberlyn

Hamish Chamberlayne, Portfolio Manager within Janus Henderson’s Global Sustainable and Responsible Investment Team, discusses the myths and realities of sustainable investment. He explains why he thinks environmental and social megatrends will accelerate the transition to a low carbon economy and explores some of the investment areas that stand to be disrupted.

Quick view: Amazon takes on healthcare
Quick Views

Quick view: Amazon takes on healthcare

Rich Carney, Healthcare Services Analyst with the US-based Janus Henderson Healthcare Sector Team, responds to news that Amazon, Berkshire Hathaway, and JPMorgan Chase plan to form an independent healthcare company to lower costs for their employees.