UK Election 2017

Janus Henderson's investment experts give 'quick views' on what the UK election result means for their asset classes and highlight any resulting risks and opportunities.

UK election: a global equity income perspective

by Ben Lofthouse

2 weeks ago

​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.

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UK election: the circus continues

by Luke Newman

2 weeks ago

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.

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UK election: result signals Mayday on Brexit talks

by Paul O'Connor

2 weeks ago

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.

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UK election: a political miscalculation

by James Ross

2 weeks ago

​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.

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UK election: a sideshow for credit

by Tim Winstone

2 weeks ago

​Tim Winstone, portfolio manager, explains that there are meatier subjects for credit markets than the hung parliament in the UK.

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UK election: an unexpected journey towards higher yields?

by Mitul Patel

2 weeks ago

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.

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UK election: a rejection for hard ‘Brexit’?

by Chris Burvill

2 weeks ago

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.

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UK election: tenant required at number 10

by Ainslie McLennan

2 weeks ago

​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.

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UK election: market fall-out limited by hope of softer Brexit

by Simon Ward

2 weeks ago

​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.

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