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Five reasons to be jolly this Xmas
After months of gloomy headlines and speculation about the UK’s 2025 Budget, the final outcome turned out to be far less dramatic than many feared. In fact, it brought a welcome sense of calm to financial markets.
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UK dividends, buybacks, and why investors’ fears may be misplaced
Buybacks are rising but are dividends at risk? Our latest Q&A explains why income investors have reasons to stay confident.
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A rotation opportunity in tariff-driven volatility
Jeremiah Buckley, co-manager of The North American Income Trust, discusses his perspective on the potential impact of President Trump's tariffs..
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Letter from America: Trump’s truckload of tariffs
The managers of The North American Income Trust discuss a busy two months for US markets…
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Trust View: A win for Republicans boosts US stocks
What investors should consider as the U.S. election outcome becomes clear.
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Quick View: History is written by the victors – in this case, the Fed
Dan Siluk, part of Janus Henderson’s fixed income team, believes that Federal Reserve (Fed) Chairman Jerome Powell earned the right to take a bow at the recent Jackson Hole Symposium