Quick view: Brexit end point remains unclear

door Ben Lofthouse

5 maanden geleden

Ben Lofthouse, Head of Global Equity Income, assesses last night’s vote on Brexit in the UK by members of Parliament.

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Brexit - now what?

door Paul O'Connor

8 maanden geleden

​​Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, sifts through the highly complex range of Brexit scenarios following Theresa May's survival as party leader. 

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Global equity income: good dividend growth expectations

door Ben Lofthouse

1 jaar geleden

​Ben Lofthouse, Head of Global Equity Income, believes that, despite being in a rising interest rate environment, dividend growth expectations are good for 2018, buoyed by new tax legislation and the recovery in commodity prices.

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What now for global equity income investors?

door Ben Lofthouse

1 jaar geleden
In this video update Ben Lofthouse, Head of Global Equity Income, assesses markets from an income perspective, identifies where the team is finding the best opportunities and examines the outlook for dividend growth.
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Why did global dividends reach a record $1.252trn in 2017?

door Ben Lofthouse

1 jaar geleden
Ben Lofthouse, Head of Global Equity Income, speaks to Bloomberg TV about the key findings from the latest Janus Henderson Global Dividend Index, a long-term study of global dividend trends. He examines the reasons why global dividends rose by 7.7% on a headline basis to a record $1.252 trillion in 2017.
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Compelling yield opportunities in 2018 for equity income investors

door Alex Crooke

1 jaar geleden
Alex Crooke, Head of Global Equity Income, believes that investors will focus more on valuations in 2018, rotating towards more cyclical areas of the markets, and that dividend yields remain compelling.
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How is innovation and disruption impacting income-oriented equities?

door Alex Crooke

1 jaar geleden
In this video update, Alex Crooke, Head of Global Equity Income, examines the effect that innovation and disruption can have on income-oriented equities.
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Positive indicators: what should investors expect from global equities?

door Alex Crooke

1 jaar geleden

​In this video update, Alex Crooke, Head of Global Equity Income, provides an update on equity markets explaining why the current economic environment is providing a supportive backdrop for businesses and for equity investors.

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Are global equities overvalued?

door Alex Crooke

2 jaren geleden
In this video update, Alex Crooke, Head of Global Equity Income, discusses current equity market valuations, provides his outlook for inflation and explains why Japan is becoming an attractive market for equity income investors.
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Finding income from equities

door Ben Lofthouse

2 jaren geleden

Freelance journalist Heather Farmbrough questions Ben Lofthouse, Portfolio Manager on the Janus Henderson Global Equity Income Team, on his approach to finding the best equity income opportunities.

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Why are banks looking attractive for equity income investors?

door Hamish Robertson

2 jaren geleden
In this video, Hamish Robertson, analyst for the Global Equity Income Strategy, discusses the team’s current view on banks, where the most attractive opportunities are, and the sector’s importance for equity income investors.
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Technology pays dividends

door Ben Lofthouse

2 jaren geleden

​While technology may not be seen as a ‘traditional’ income sector, Ben Lofthouse, Global Equity Income portfolio manager, reveals that a number of technology companies from around the world are providing good yields and dividend growth prospects.

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Reflatie en stijgende rente: aanpassen aan het nieuwe normaal

door Alex Crooke

2 jaren geleden
In deze video-update wijst Alex Crooke, hoofd Global Equity Income, op het belang om je aan te passen aan het nieuwe normaal en geeft hij aan waarom aandelen met een hoog dividendrendement het waarschijnlijk beter doen in een omgeving met stijgende rentes en reflatie.
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What are the key factors shaping global equity income investing?

door Ben Lofthouse

2 jaren geleden
In this video update, Ben Lofthouse, Global Equity Income portfolio manager, explains the recent market rotation from defensive to cyclical stocks, examines key risks and opportunities for global equity income investors and discusses the impact of corporate earnings trends and potential US rate rises.
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Henderson Global Investors benoemt Tim Winstone en Tom Hanson voor Europese creditfondsen

door 

2 jaren geleden

​Tim Winstone en Tom Hanson kwamen eind 2015 in dienst bij Henderson Global Investors en zijn vandaag benoemd tot portefeuillemanager van respectievelijk het Henderson Horizon Euro Corporate Bond Fund en het Henderson Horizon Euro High Yield Bond Fund.

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Vooruitzichten Global Equity Income: bedrijfswinsten essentieel voor dividendgroei

door Alex Crooke

2 jaren geleden
Alex Crooke, hoofd van Global Equity Income, is ervan overtuigd dat de aandelenmarkt in 2017 waarschijnlijk opnieuw wordt beïnvloed door politieke en economische trends. Daarnaast is hij van mening dat de winstgevendheid van bedrijven van essentieel belang is voor kapitaal- en dividendgroei.
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Global Equity Income: kiezen voor toekomstige dividendgroei

door Andrew Jones, Ben Lofthouse

2 jaren geleden
Andrew Jones en Ben Lofthouse, co-managers van de Henderson Global Equity Income strategie, blijven zich richten op bedrijven met een aantrekkelijk rendement en een sterk potentieel voor dividendgroei. Zij verwachten dat inkomsten schaars blijven en vinden Europa aantrekkelijk, ondanks de onzekerheid rond alle verkiezingen in 2017.
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Global equity income: dividend growth coming through

door Ben Lofthouse

2 jaren geleden
In this video update, Ben Lofthouse, Global Equity Income (GEI) portfolio manager, describes how the team are still finding good dividend growth and why the GEI strategy maintains a relatively defensive positioning, with a bias to lower value areas of the market.      
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Merger in the press: implications for active investment management

door 

2 jaren geleden

​The Australian explores whether the proposed merger of Janus and Henderson signals a high water mark for passive investing with stock picking, active investment managers more suited to meeting investor needs in the conditions ahead. 

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