Strategic Fixed Income: a big regime shift in inflation? No.
In this video, the Co-Heads of Strategic Fixed Income, John Pattullo and Jenna Barnard, share their assessment of the impact of rising inflation expectations in developed markets and whether higher inflation will take root.
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UK commercial property: asset management key to income-based returns

by Ainslie McLennan

1 year ago

​Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, believes that asset management will be the foundation to providing potential for rental and capital growth as we progress through 2018.

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Essentials – UK commercial property
In this 'Essentials' video Ainslie McLennan and Marcus Langlands Pearse, Co-Managers of the Janus Henderson UK Property PAIF, introduce their approach to the UK commercial property market and the fund they manage.
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Alternative lifestyle

by Ainslie McLennan

1 year ago

​Ainslie McLennan, co-manager of the Janus Henderson UK Property PAIF, explains how many areas of the alternative commercial property sector, such as cinemas, student accommodation and hotels, are in tune with trends shaping the modern world and are becoming sought-after income-producing assets.

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Inflation — the dog that never barks

by John Pattullo

1 year ago

​The biggest surprise last year was not only the persistent mis-forecasting of bond yields but also the persistent mis-forecasting of inflation. John Pattullo, Co-Head of Strategic Fixed Income, looks at the underlying causes of why a lot of traditional economic models, assumptions and relationships do not seem to hold in this rather dystopian world in which we live.

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Disruptive technology - the return of  the disrupted?

by David Smith, CFA

1 year ago

​Despite the phrase “Disruptive technology” being coined by Harvard Business School professor Clayton M Christensen in 1997, the concept has been around for centuries.  The car replacing the horse drawn carriage and the telephone making the telegram defunct are two examples from yesteryear but the advent of the internet has sped the pace up dramatically.  Just look at the music industry which has now moved onto its second digital iteration with streaming services superseding downloads.

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Strategic Fixed Income: more divergence and disruptions in 2018

by Jenna Barnard, CFA

1 year ago
Co-Head of Strategic Fixed Income, Jenna Barnard, looks back at 2017, while sharing her thoughts and views on the major themes likely to affect credit markets and the Strategic Fixed Income portfolios in the coming year.
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Income set to underpin property returns in 2018

by Ainslie McLennan

1 year ago
Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, believes that asset management and income protection will be key to delivering returns from UK commercial property in 2018.
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Are fixed income markets overvalued?

​​​A comment we regularly hear from our clients, whether in individual meetings or at investor events, is that “bonds are expensive”. This, of course, is a fair point but is at odds with our current thinking. The reality is that in today’s world there are no ‘cheap assets’; and those that are, are cheap for good reasons. Nicholas Ware, Portfolio Manager and John Pattullo, Co-Head of Strategic Fixed Income share their views.

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Is it all doom and gloom for UK domestic cyclicals? - Henderson High Income Trust

by David Smith, CFA

2 years ago

​In this article David Smith looks at why UK domestic cyclical companies are out of favour with investors and the valuation opportunities this presents amid the investor tendency to throw the baby out with the bathwater.

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Economic slow lane

by Jenna Barnard, CFA

2 years ago

​Financial journalist Heather Connon interviews Jenna Barnard, Co-Head of Strategic Fixed Income, about monetary policy, the state of the economy and its implications for bond markets.

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'Peak' everything?

by John Pattullo

2 years ago
A number of disruptive trends in the economy are reshaping the investment landscape. In this video summary and article, John Pattullo, Co-Head of Strategic Fixed Income, examines the various peaks and troughs in industries, markets and the economy, which, together with demographic trends and behavioural changes, are contributing to the current low growth, low inflation environment.
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Henderson High Income Offer of Shares

by David Smith, CFA

2 years ago
David discusses Henderson High Income's recent corporate action.
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Credit markets: tactics for the seventh inning stretch?

by John Pattullo

2 years 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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Hey, big spender: the fiscal story behind the political noise

by Chris Forgan

2 years ago

​Chris Forgan, Fund Manager with Henderson’s Multi-Asset Team, discusses what Trump's presidency might mean for markets. He argues that, behind the media noise created by populist politics, investors need to stay abreast of important monetary and fiscal policy shifts.

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Reflation for now, but how long will it last?

by Jenna Barnard, CFA

2 years ago
Since the election of Donald Trump headlines such as ‘regime change’ and ‘the Trump reflation trade’ have dominated the financial media as investors happily embraced the ‘reflation’ trend and started to put their money to work based on the view that growth and inflation are going to rise. This has favoured equities over bonds.
Jenna Barnard, Co-Head of Strategic Fixed Income at Henderson, shares her views on the current trend and how long it may last. She further explains where the team see good investment opportunities for their portfolios in the coming months.
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Commercial property: building for future trends

by Ainslie McLennan

2 years ago

​Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, examines some of the future trends that are likely to shape commercial property markets in the years to come. She identifies seven trends that she believes will help shape markets and explains how these trends are factored into portfolio construction and asset management initiatives.

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UK commercial property’s income appeal

by Ainslie McLennan

2 years ago
In this video update, Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, discusses the current UK commercial property market, portfolio positioning, favoured regions and sectors, and explains her outlook for the asset class.
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Expectations for high yield and loans — Fixed Interest Monthly Income view

by Nicholas Ware

2 years ago
Nicholas Ware, Co-Manager of the Henderson Fixed Interest Monthly Income Fund explains how in 2016 better business and consumer confidence in the US led to an asset allocation shift in the portfolio. Nicholas further shares the team’s views on areas for potential opportunities and returns in the US and European high yield and loans markets in the coming months.
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Should UK investors be selling the so-called 'bond proxy'?

by David Smith, CFA

2 years 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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