The Chinese disruption paradox

by Charlie Awdry

Just published
Innovative internet companies are highly disruptive and increasingly dominant in the Chinese economy but they are regulated by the Communist Party, which dislikes disruption as a perceived threat to the status quo. In this video update Charlie Awdry discusses the interesting implications of this dynamic for investing in China.
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Currents of disruption: rise of the drones provides tailwind for component makers

by Brad Slingerlend, Denny Fish

2 weeks ago

​Drones are quickly expanding beyond their traditional strongholds of the hobbyist and the military, with new applications creating a beneficial environment for component suppliers, say Brad Slingerlend and Denny Fish, portfolio managers in Janus Henderson's US-based Global Technology team.

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Sharing the spoils of global income markets

by Ben Lofthouse

3 weeks ago

​Ben Lofthouse, Fund Manager of Henderson International Income Trust, shares his view of overseas income markets and the momentum behind global dividends growth.

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Keep Up! Technological disruption is accelerating

by Richard Clode

1 month ago

​Converging trends are creating the perfect storm for further disruption in the technology sector. Richard Clode, Global Technology Portfolio Manager, comments on the opportunities that may lie ahead and how to avoid the potential pitfalls that the associated hype may bring. 

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Catching the waves on Europe's rolling IPO market

by Ollie Beckett

1 month ago

​​Ollie Beckett, Fund Manager of TR European Growth Trust, shares some of the Trust’s recent success
stories from Europe’s IPO market  and explains why investors seeking growth might find Europe’s
small and mid-cap space attractive.

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Money Observer - 'Four Ms Checklist Maketh The Man' Featuring Neil Hermon

by Neil Hermon

2 months ago
​We would like to share a written article with you, concerning the Trust. We hope you enjoying reading!
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Why are dividends so important to equity investors?

by David Smith

2 months ago

​​Income fund managers constantly bang on about dividends.  Maybe it’s in our genetic makeup but actually dividends should be important for all equity investors.  In my mind there are five key reasons for this:

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Positive impact stocks - Global Sustainable Equity

by Hamish Chamberlayne

3 months ago

Hamish Chamberlayne, manager of the Janus Henderson Global Sustainable Equity Fund, explains his team's approach to stock selection. This document introduces stocks favoured by the team, with an explanation of the positive environmental and/or social impact that has been identified for each company.

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Change brings opportunity - Henderson Opportunities Trust

by James Henderson

4 months ago

James Henderson, Fund Manager for Henderson Opportunities Trust, explains why this period of change and uncertainty is a good opportunity for active UK stock pickers. ​

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The Opportunities in Volatility - Henderson International Income Trust

by Ben Lofthouse

4 months 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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No change: China consumer still going strong

by Charlie Awdry

4 months ago
In this video, Charlie Awdry, China equities manager, discusses the impact of China A-shares’ inclusion into MSCI equity indices. Having recently returned from a research trip to China, he has observed continued strength in consumer demand and is looking to take advantage of elevated volatility in emerging markets to selectively add to positions.
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China: strong stock selection key to success in 2018

by Charlie Awdry, May Ling Wee

4 months ago

Charlie Awdry and May Ling Wee, China equity portfolio managers, provide a review of the market thus far in 2018 and discuss what may be in store for investors during the remainder of the year. 

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European equities: is stock dispersion back with a bang?

by John Bennett

4 months ago

​Are we finally seeing a challenge to market leadership in Europe? Here, John Bennett, Head of European Equities, reviews the first six months of the year, addressing some of the factors behind his view that 2018 will be a year for stock selection, rather than significant sector decisions.

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Global technology: look beyond short-term volatility for long-term returns

​Global Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode, discuss the reasons for their positive view on tech stocks and share their outlook for the second half of 2018.

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Global SRI: spotlight shines on sustainability

by Hamish Chamberlayne

4 months ago

​Hamish Chamberlayne, Portfolio Manager for Janus Henderson’s Global Sustainable Equity Strategy, discusses 2018’s news flow and the long-term trends that are shaping his investing.

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Finding value in American growth - The Bankers Investment Trust

by Alex Crooke

5 months 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

by Ben Lofthouse, Michael Kerley

5 months ago
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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Longer life

​With global life expectancy continuing to rise, five leading thinkers at Janus Henderson explain where they see the risks and opportunities associated with this important future trend.

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Why the Tiger economies are poised to pounce

by Michael Kerley

6 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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Europe stakes its claim as the default diversifier to UK portfolios

by Tim Stevenson

6 months ago

​Tim Stevenson, Fund Manager of Henderson EuroTrust, discusses Europe’s credentials as a diversifier to UK portfolios.

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