by Ben Lofthouse
Ben Lofthouse, Portfolio Manager on the Global Equity Income Team, believes the biggest short-term impact on business will be the effect of currency movements. He explains that sterling weakness will improve the competitiveness of UK exports, and the profits of overseas earners will be revised upwards, while on the negative side input cost increases will affect some industries.
by Luke Newman
Luke Newman, co-manager of the UK Absolute Return strategy, shares his views on the opportunities presented by the UK election result, and why flexibility remains key.
by Paul O'Connor
Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, discusses the UK election result, focusing on what it could mean for Brexit negotiations and the potential investment implications.
by James Ross
European equities manager James Ross, who co-manages the Henderson Horizon Pan European Equities Fund alongside Tim Stevenson, gives an initial overview of what the surprise UK election result might mean for European equities investors.
by Tim Winstone
Tim Winstone, portfolio manager, explains that there are meatier subjects for credit markets than the hung parliament in the UK.
by Mitul Patel
Mitul Patel, Head of Interest Rates at Janus Henderson Investors, shares his views on what the outcome of the UK election means for gilt markets.
by Chris Burvill
Chris Burvill, lead manager of the Henderson Cautious Managed Fund, provides an initial response to the UK election result, focusing on the impact for investors, the political uncertainty ahead, and what it could mean for Brexit negotiations.
by Ainslie McLennan
Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, discusses the implications of the UK election result on the commercial property portfolio that her team manage.
by Simon Ward
UK markets have weakened rather than plunged because the election result has mixed implications. The obvious negative aspect is the prospect of prolonged political uncertainty, with a severely weakened government limping towards a change of Conservative leadership and second election later in 2017.Simon Ward, Chief Economist at Janus Henderson Investors, shares his views on the outcome of the election.
Please note that from the 15 December 2017 funds previously named Janus or Henderson have been renamed Janus Henderson. This change aligns our product names with our name, Janus Henderson Investors, following the merger of Janus Capital and Henderson Global Investors in May 2017.
This name change does not impact on the management of the underlying funds and investors and advisers are not required to take any action.