Objective: Income

Income key to UK commercial property returns

by Ainslie McLennan

3 weeks ago
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, believes that income will remain a key driver of returns from UK commercial property in 2019 and beyond, while the most important opportunities to enhance value are likely to be based around asset management.
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Strategic Fixed Income: end of the cycle… are we there yet?

by Jenna Barnard, John Pattullo

3 weeks ago
With the markets finally coming round to the idea of the late-cycle stage in the economies, John Pattullo and Jenna Barnard, Co Heads of Strategic Fixed Income, share their thoughts on the subject, expanding on the risks and opportunities arising from this theme in 2019.
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Global markets offering attractive equity income opportunities

by Ben Lofthouse

1 month ago
Ben Lofthouse, Head of Global Equity Income, believes that while disruptors threaten a number of established sectors, significant value opportunities exist, with many good-quality companies offering compelling dividend yields.
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Strategic Fixed Income: concoction of stress factors

by John Pattullo

2 months ago
​An unhealthy concoction of factors are creating a classically late-cycle feel in the markets. John Pattullo, Co-Head of Strategic Fixed Income, simplifies the conundrums and shares his views.

(This video was recorded on Tuesday 9 October 2018).

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Building beyond Brexit

by Ainslie McLennan

2 months ago
In this video update Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, assesses the outlook for the UK commercial property market, including potential Brexit implications.
 
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Structural change, disinflation and 'Amazonisation'

by Jenna Barnard, John Pattullo

4 months ago

​Serial disruptors like Amazon are shaping the economic transformation that is taking place before us. John Pattullo, co-fund manager of Henderson Diversified Income Trust, explains how investors can be on the right side of change.

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New Janus Henderson Global Dividend Index

by 

4 months ago

​Download Edition 19 of the Janus Henderson Global Dividend Index report for more insights and dividend trends from around the world.

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Building efficiency

by Ainslie McLennan

4 months ago

​Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, discusses the importance of a sustainable approach to investing in the UK commercial property market.

 
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Why are dividends so important to equity investors?

by David Smith

4 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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Strategic Fixed Income: a big regime shift in inflation? No.

by Jenna Barnard, John Pattullo

6 months ago
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

6 months 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

10 months 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

10 months 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

10 months 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

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

1 year 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

1 year 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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