Europe: As the Politics Subside - Henderson EuroTrust

by Tim Stevenson

3 days ago

Tim Stevenson discusses European equities, quantitative easing, and the threats that could derail Europe's resurrection of interest.  

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Henderson High Income Offer of Shares

by David Smith

3 weeks ago
David discusses Henderson High Income's recent corporate action.
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A Closer Look at Investment Trusts

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1 month ago
A short video providing ‘A closer look’ at the people behind Janus Henderson’s investment trust team.
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Investment trusts: Who we are

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1 month ago
A short video on the core investment and support functions of our dedicated investment trust business here at Janus Henderson
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Moneywise Investment Trust Awards 2017

​​Henderson Investment Trusts took home four awards from the 2017 Moneywise Investment Trust Awards.

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Credit markets: tactics for the seventh inning stretch?

by John Pattullo

2 months ago

​Bond markets seem to be frozen in time and the credit cycle, which has seemingly become stuck, could stay that way for a long time. John Pattullo, Co-Head of Strategic Fixed Income, explains the reasons why, and how to set about looking for returns in the low growth, low inflation world around us.

 
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Quick view: snap general election could benefit UK mid caps

UK equities managers, Neil Hermon and Indriatti van Hien, view the calling of the snap general election by Prime Minister Theresa May as a positive move for UK stocks, particularly mid caps.

 
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March Commentary: City of London

by Job Curtis

2 months ago

 

 
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An introduction to Lowland Investment Company plc

by James Henderson, Laura Foll

3 months ago
Fund Managers James Henderson & Laura Foll introduce Lowland Investment Company, explaining the Trust's objective, and how the team works towards achieving this.
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Private Equity: James de Bunsen on its bad rap and broad opportunities

by James de Bunsen

3 months ago

​Allocating that marginal pound of savings is unquestionably hard following an eight year rally in equities (let alone a 30-year bull market in bonds). It requires a firm view that the forces that have sustained that rally will remain in place for some time, or that new, beneficial, forces will replace those drivers. So, if we acknowledge that record low interest rates and quantitative easing are likely a thing of the past, then we must look to stronger growth in company revenues and earnings to drive markets ever higher.

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Technology pays dividends

by Ben Lofthouse

3 months ago

​While technology may not be seen as a ‘traditional’ income sector, Ben Lofthouse, Global Equity Income portfolio manager, reveals that a number of technology companies from around the world are providing good yields and dividend growth prospects.

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Europe in a world of “alternative facts”

by Tim Stevenson

4 months ago

​European equities manager Tim Stevenson discusses the uncertain political backdrop in Europe, and why ‘boring but reliable’ economic progress may spell good news for banks and recovery names in the region.

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Job Curtis: I'm still confident in UK dividends despite uncertainties

by Job Curtis

5 months ago

​Job Curtis, Fund Manager of the £1.3bn City of London Investment Trust, discusses the attractiveness of UK equities and his confidence in dividends.

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AIC End of Year Panel with James Henderson

by James Henderson

6 months ago

​The following video features James Henderson discussing the investment company market in 2017, alongside Bruce Stout, Fund Manager of Murray International Trust, and Peter Ewins, Fund Manager of F&C Global Smaller Companies.

The Fund Managers discuss key sources of optimism in 2017, as well as key causes for concern, which regions they think could flourish and which might dwindle, and what is important for their individual investment companies in the year ahead. 
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Should UK investors be selling the so-called 'bond proxy'?

by David Smith

7 months ago

Trump’s government spending promise has inspired a sector rotation out of bonds and so-called ‘bond proxies’. But how do UK investors define the ‘bond proxy’, and should they be rushing to sell them so quickly?

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Henderson Far East Income Limited - Edison Report 2016

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7 months ago

​We would like to draw your attention to the following commissioned research piece. The research gives general insight into the background of the Investment Trust, and the investment strategy with which it is run. In addition to this it outlines the Trust’s objectives and provides updates from the Fund Manager, as well as recent performance data. 

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UK Equity Income & Growth: dividend growth to drive returns in 2017

by James Henderson, Laura Foll

7 months ago

James Henderson and Laura Foll, Co-Managers of the Henderson UK Equity Income & Growth Fund, discuss what they believe is in store for investors in 2017.

 
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The changing face of stewardship over the past two decades

by James Henderson

7 months ago
Issues of corporate governance have come to the fore in recent years: the media have repeatedly chastised excessive board-level pay with front-page ferocity. Here James Henderson discusses how over the past two decades fund manager attitudes towards stewardship have been changing, and describes the much more active role they are taking today.
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Share Radio - Don't overlook small investment trusts

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7 months ago

​This week's edition of The Investment Trust Show explores the pros and cons of small investment trusts. Joining the panel is Sarah Godfrey, Analyst at Edison Investment Research, and John Newlands, Head of Investment Companies Research at Brewin Dolphin.

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October Commentary: City of London

by Job Curtis

7 months ago

​​For the ninth month running, UK equities delivered a positive return, of 0.6% as measured by the FTSE All Share Index. The FTSE 100 Index of large companies returned 1.0% outperforming the more domestically focussed FTSE Mid 250 Index which produced a negative return of 1.7%. Sterling fell by 6.0% against the US dollar and 3.6% against the Euro with the Prime Minister’s speech at the Conservative Party Conference making a “hard Brexit” more likely.

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