Regional focus: United Kingdom

Property: steady income and asset management initiatives

by Ainslie McLennan

3 days ago
In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines fund and UK commercial property market performance year to date. Ainslie also discusses portfolio positioning and her outlook for the asset class.
More
Has the ‘Brexit effect’ left the UK just too unloved?

by Stephen Payne, ASIP

1 month ago

​Is there such a thing as irresistible value? In this article, Stephen Payne, lead manager on the Janus Henderson Cautious Managed Fund, picks four key charts and gives his view on the potential value in UK equities at present, in the face of ongoing Brexit uncertainty.

More
Do you remember the Great Financial Crisis?

by John Pattullo

1 month ago

​John Pattullo, Co-Head of Strategic Fixed Income, explains how after the failure of QE to generate any sustainable growth or inflation the dial has turned to various forms of fiscal policy. But as he argues, a successful formula has to combine fiscal and monetary policies with structural reform.

More
EU elections: all thunder and no lightning

by Ollie Beckett

2 months ago

European smaller caps Porfolio Manager Ollie Beckett responds to the EU elections result, outlining his views on the significance for European equities, and what he sees as the areas of interest in the months ahead.

More
European elections: centrists struggle but no breakthrough for the far-right

by Bethany Payne, CFA

2 months ago

The European Parliament elections on 23 May produced damaging results in varying degrees for both the European Parliament and the main parties in the UK. Bethany Payne, Portfolio Manager, Global Bonds, explains the main points and provides a brief assessment of the impact on the markets.

 
More
Brexit update: May's departure is a game changer

by Paul O'Connor

2 months ago

​Paul O'Connor, Head of the UK-based Multi-Asset Team, on dead ends, game changers and the difficult choices faced by the incoming Conservative prime minister.

More
Brexit – political pressure builds

by Paul O'Connor

3 months ago

​Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, considers the current state of Brexit given a six-month extension to the deadline for Britain to leave the European Union.

More
How did they miss it? Central bankers and the global economic downturn…

by Jenna Barnard, CFA

3 months ago

​Jenna Barnard, Co-Head of Strategic Fixed Income, explains how and why so many major central banks have been wrong-footed on economic growth in their countries and around the globe.

More
Leveraged loans — a look behind the headlines

by Elissa Johnson

3 months ago

​The financial press has not been short of alarming headlines on leveraged loans in recent months. Elissa Johnson, Portfolio Manager within Janus Henderson’s specialist loans team headed by David Milward, clarifies some of the negativity in the messages from a European perspective...

More
Brexit — Theresa May’s final dance?

by Bethany Payne, CFA

4 months ago

Bethany Payne, Portfolio Manager, Global Bonds, assesses the latest twists and turns in the path to Brexit.

 
More
Brexit quick view: No, no, no, no, no, no, no and no.

by Paul O'Connor

4 months ago

​​Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, discusses the ongoing impasse within Parliament as MPs unsuccessfully attempt to narrow down approaches to Brexit.

More
Strategic Fixed Income: early innings of a sovereign bond bull market?

by Jenna Barnard, CFA

4 months ago
Jenna Barnard, Co-Head of Strategic Fixed Income, shares her latest views on the bond markets; remaining bullish on duration and retaining a defensive stance in credit.
More
Brexit — remainers have their day but threaten long delay

by Bethany Payne, CFA

4 months ago

Bethany Payne, Portfolio Manager, Global Bonds, summarises the latest developments in the parliamentary votes on the Brexit withdrawal agreement, the terms by which the UK will leave the European Union, looking at their potential meaning, future outcomes and impact on the markets. 

 
More
Brexit’s 11th hour — options and possibilities

by Bethany Payne, CFA

4 months ago

UK Prime Minister, Theresa May, will attempt — for the second time — to get her deal through parliament on Tuesday 12 March, followed by two more votes on 13 and 14 March, if the first fails. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the likely scenarios and options ahead of the vote next week.

 
More
Brexit’s 11th hour — options and possibilities

by Bethany Payne, CFA

4 months ago

UK Prime Minister, Theresa May, will attempt — for the second time — to get her deal through parliament on Tuesday 12 March, followed by two more votes on 13 and 14 March, if the first fails. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the likely scenarios and options ahead of the vote next week.

 
More
BBB debt — it’s complicated

by Nicholas Ware

4 months ago

​Nicholas Ware, Portfolio Manager within the Strategic Fixed Income team, discusses the unusually rapid growth of the BBB market for bonds and the implications for the high yield market given where we are in the economic cycle.


 
More
Change in pricing approach for UK Property PAIF / Feeder Fund

by 

5 months ago
In this video update, Simon Hillenbrand, Head of UK Retail, summarises why the Janus Henderson UK Property PAIF and its Feeder Fund will change from being dual priced on a quoted-spread basis to being dual priced on a full-spread basis, with effect from 25 March 2019. Meanwhile, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, provides an update on portfolio positioning and her outlook for the asset class.
More
Retail: adapting to change

by Ainslie McLennan

5 months ago

​​Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines the structural changes taking place within retail and the impact on physical bricks and mortar stores.

More
Quick view: Brexit - out with the old.

by Paul O'Connor

5 months ago

Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, assesses how sometimes going backwards takes you further forward, as Prime Minister Theresa May secures a rare victory in parliament.

 
 
More
Quick view: Brexit ball in the EU’s court

by Bethany Payne, CFA

5 months ago

The UK parliament voted on several amendments to the Brexit withdrawal agreement yesterday — only two were passed. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the outcome of the votes and the implications for the next round of negotiations on Brexit. 

 
More

Related funds

Important message