by Andrew Jones, Jenna Barnard, CFA
With markets selling off sharply in recent days, Jenna Barnard from the Strategic Fixed Income team and Andy Jones from the Global Equity Income team give their views on the drivers and implications.
by John Pattullo
by Ainslie McLennan
by Jim Cielinski, CFA
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.
by Hartej Singh
Hartej Singh, Portfolio Manager, looks at what increases in supply and index weighting for a sector has indicated historically and why this means they are proceeding with caution among technology, real estate and healthcare bonds.
by David Smith, CFA
Income fund managers constantly bang on about dividends. Maybe it’s in our genetic makeup but actually dividends should be important for all equity investors. In my mind there are five key reasons for this:
by Chris Diaz, CFA, Darrell Watters, Mayur Saigal
‘Thoughts and bonds’ provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team, where they share their insights on potential investment risks and opportunities.
by Ben Lofthouse, CFA
by Jenna Barnard, CFA
by Alex Crooke
The Corporate Credit Team at Janus Henderson Investors looks at some of the factors that are encouraging them to be cautious towards companies operating in the debt collection sector.
Ben Lofthouse, Head of Global Equity Income, discusses highlights and trends from the latest Janus Henderson Global Dividend Index, a long-term study into global dividend trends.
by Jenna Barnard, CFA, John Pattullo
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, believes that asset management will be the foundation to providing potential for rental and capital growth as we progress through 2018.
by Andrew Mulliner, CFA, Tim Winstone, CFA
In appointing a prime minister that was not of the majority populist parties’ choosing, President Mattarella of Italy reignited political strife in Italy and sent shudders through asset markets. Portfolio managers Andrew Mulliner and Tim Winstone consider the implications for fixed income.
by Rebecca Young, CFA
by Ainslie McLennan, Marcus Langlands Pearse
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