Objective: Income & growth

Finding value in American growth - The Bankers Investment Trust

by Alex Crooke

1 year ago

​​Last year saw global growth accelerate at its fastest pace since the financial crisis as this long-running bull market defied expectations and found another gear. It was a period of synchronised global growth reminiscent of yesteryear – a brief boon for global stock market investors. But with growth inevitably cooling in 2018, the challenge now is to assess where the momentum is strongest and which firms are going to thrive.

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Trust TV: Global Income Investing Webinar
Watch Fund Managers Ben Lofthouse and Mike Kerley answer investors’ questions during the first episode of Trust TV. Questions ranged from Trump’s foreign policy to India’s infrastructure and China’s changing business landscape, with a focus on global income opportunities.
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Why the Tiger economies are poised to pounce

by Michael Kerley

1 year ago

​Mike Kerley, Fund Manager of Henderson Far East Income Ltd and Director of Pan Asian Equities at Janus Henderson Investors discusses how local Asian companies are challenging multinational brands and driving growth across the region.

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Has market volatility impacted global dividend growth expectations?

by Ben Lofthouse, CFA

1 year ago
In this video update Ben Lofthouse, Head of Global Equity Income, discusses the reasons behind the market rotation in a ‘fascinating’ Q1 2018, examines whether recent volatility has affected dividend growth expectations and provides his outlook for global equity income investors.
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Thoughts and bonds: navigating rising rates

​‘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.

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Essentials: a 'balanced' US equity and bond strategy

​This video provides an introduction to the actively managed US equity and fixed income strategy run by equity specialists Maco Pinto and Jeremiah Buckley, and fixed income experts Darrell Watters and Mayul Saigal.

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Now is the time for added caution

by Stephen Payne, ASIP

1 year ago

​In this article, Stephen Payne, co-manager of the Janus Henderson Cautious Managed Fund, looks at how an actively managed strategy, balancing exposure to a combination of equities bonds and cash, can adapt to potential market risks at the latter stages of a bull market.

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Essentials: Janus Henderson Cautious Managed strategy

by Stephen Payne, ASIP

1 year ago
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.
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What now for global equity income investors?

by Ben Lofthouse, CFA

1 year ago
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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Quick view: Italian elections - a fixed income perspective

by Tom Ross, CFA

1 year ago

​Tom Ross, Portfolio Manager within Janus Henderson's Global Credit Team, considers the impact of the Italian elections on fixed income markets as populist parties make gains.

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UK underperforms, but pressures for change are building

by Stephen Payne, ASIP

1 year ago

​Stephen Payne, co-manager of the Janus Henderson Cautious Managed Fund, provides the latest six-month update on the fund's performance, to the end of January 2018.

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Quick Global Equity Income view: Anatomy of a sell-off

by Ben Lofthouse, CFA

1 year ago

​Ben Lofthouse, Head of the Janus Henderson Global Equity Income Team, examines the effects of the recent equity market sell-off on European cyclical and defensive stocks.

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How robust is your income? Commercial property considerations

by Ainslie McLennan

1 year ago
In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, discusses the key opportunities and threats in 2018 that investors should be looking for from UK commercial property.
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Thoughts and bonds - a balancing act

'Thoughts and bonds' provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team, giving insights on potential risks and opportunities ahead.

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Market GPS - Outlook 2018

by 

1 year ago

In this issue of Market GPS, investment professionals at Janus Henderson share their insight on some of the key questions facing investors, including what might trigger volatility, whether central bank efforts to normalise monetary policy may prove disruptive and who are the likely winners from technological innovation.

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Compelling yield opportunities in 2018 for equity income investors

by Alex Crooke

1 year ago
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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2018 outlook for global high yield: bonds without borders

by Tom Ross, CFA

1 year ago

​In 2018 Tom Ross, Co-Manager of the Global High Yield Bond Strategy, expects to see a continuation of cross-border issuance and for smaller issues to offer some of the best opportunities in the market.

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2018 outlook for European high yield bonds: scarcity value or value scarcity?

by Thomas Hanson, CFA

1 year ago

​Thomas Hanson, Co-Manager of the Euro High Yield Bond strategy, recognises that yields on European high yield bonds are near historical lows but believes that ongoing demand coupled with limited supply and a low default rate should maintain support for the asset class.

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How is innovation and disruption impacting income-oriented equities?

by Alex Crooke

1 year ago
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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ECB quick view: no surprises

Portfolio managers covering investment grade, high yield and the wider fixed income markets provide their reaction to the latest policy announcement from the European Central Bank.

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