Removal of the performance fee for certain funds

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2 weeks ago

Information about the removal of performance fees from four funds within the Janus Henderson Horizon Fund (SICAV), effective 1 July 2019.

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Managing property for the long term

​Ainslie McLennan and Marcus Langlands Pearse, Co-Managers of the Janus Henderson UK Property PAIF, look back at 10 years of managing the fund together and ahead at the changing dynamics of the UK commercial property market.

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Property: steady income and asset management initiatives

by Ainslie McLennan

1 month ago
In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines fund and UK commercial property market performance year to date. Ainslie also discusses portfolio positioning and her outlook for the asset class.
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Do you remember the Great Financial Crisis?

by John Pattullo

2 months ago

​John Pattullo, Co-Head of Strategic Fixed Income, explains how after the failure of QE to generate any sustainable growth or inflation the dial has turned to various forms of fiscal policy. But as he argues, a successful formula has to combine fiscal and monetary policies with structural reform.

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Using the 1890s as a guide to bond investing (not the 1980s)

by Jenna Barnard, CFA

4 months ago

​Jenna Barnard, Co-Head of Strategic Fixed Income, confesses to not all birthday gifts being a delight to receive but a book from 1892, found by chance in a second-hand book dealer, turned out to be a rare birthday present gem. Its lessons on investing are not only instructive but shine a light on the predicament facing bond investors today.

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An American flavour to European high yield

​Tom Ross and Tim Winstone, Corporate Credit Portfolio Managers, explore the reasons why US companies are borrowing through European bond markets and why this creates potential opportunities for investors

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Fascinated by income

by Tom Ross, CFA

5 months ago

​Tom Ross, corporate credit portfolio manager, looks at the idiosyncrasies of the European high yield bond market, one of the last bastions of income in a yield-starved world.

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Change in pricing approach for UK Property PAIF / Feeder Fund

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6 months ago
In this video update, Simon Hillenbrand, Head of UK Retail, summarises why the Janus Henderson UK Property PAIF and its Feeder Fund will change from being dual priced on a quoted-spread basis to being dual priced on a full-spread basis, with effect from 25 March 2019. Meanwhile, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, provides an update on portfolio positioning and her outlook for the asset class.
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Retail: adapting to change

by Ainslie McLennan

6 months ago

​​Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines the structural changes taking place within retail and the impact on physical bricks and mortar stores.

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Macro signals — early signs often come from the ground

by John Pattullo

6 months ago

John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.

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Property: understand what you own

by Ainslie McLennan

7 months ago
In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, discusses the key factors that UK commercial property investors should consider in 2019 and beyond. Ainslie also explains how the fund is positioned.
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Quick view: Brexit vote

by Ben Lofthouse, CFA

7 months ago

​Ben Lofthouse, Head of Global Equity Income, provides his thoughts on the vote on Brexit by members of Parliament and the impact of the uncertainty that surrounds the UK’s future relationship with the European Union.  

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Income key to UK commercial property returns

by Ainslie McLennan

9 months 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?
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, CFA

9 months 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

10 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

10 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'

​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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Building efficiency

by Ainslie McLennan

1 year 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, CFA

1 year 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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