The Opportunities in Volatility - Henderson International Income Trust

by Ben Lofthouse

5 days ago

​Henderson International Income Trust's Fund Manager Ben Lofthouse gives his thoughts on where income opportunities are emerging amid global stock market volatility.

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Debt build-up in debt collectors

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2 weeks ago

​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.

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The opportunities in volatility - Henderson International Income Trust

by Ben Lofthouse

3 weeks ago

​Henderson International Income Trust’s Fund Manager Ben Lofthouse gives his thoughts on where income opportunities are emerging amid global stock market volatility.

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Global equity income: good dividend growth expectations

by Ben Lofthouse

3 weeks ago

​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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Finding value in American growth - The Bankers Investment Trust

by Alex Crooke

1 month 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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New Janus Henderson Global Dividend Index

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1 month ago

​Download Edition 18 of the Janus Henderson Global Dividend Index report for more insights and dividend trends from around the world.

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Trust TV: Global Income Investing Webinar

by Ben Lofthouse, Michael Kerley

1 month ago
 

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Why the Tiger economies are poised to pounce

by Michael Kerley

2 months 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

2 months 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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Bill Gross video: Where next? Interpreting latest data reads (April 2018)

by Bill Gross

2 months ago
In his latest monthly video, Bill Gross speaks to Bloomberg Surveillance about the latest US payroll figures, his prediction of the number of Fed rate hikes in 2018 and his views on the US trade deficit.
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Now is the time for added caution

by Stephen Payne

3 months 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

3 months 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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Bill Gross video: Where next? Interpreting latest data reads (March 2018)

by Bill Gross

3 months ago
In this video, Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing the outlook for risk assets, the pace of US Federal Reserve rate hikes and the dilemma facing central banks.
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What now for global equity income investors?

by Ben Lofthouse

4 months 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

4 months 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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Why did global dividends reach a record $1.252tn in 2017?

by Ben Lofthouse

4 months ago
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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UK underperforms, but pressures for change are building

by Stephen Payne

4 months 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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Property: a reminder about dual pricing

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4 months ago

​The Janus Henderson UK Property PAIF and its associated Feeder Fund are dual priced funds. Investors should be aware that at times when the direction of net flows shifts there may be some volatility around the pricing basis until a clear trend is established.

 
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