Is Brexit uncertainty laying the foundations for future outperformance from UK equities?

by Stephen Payne

2 weeks ago

UK equity and bond Portfolio Manager Stephen Payne highlights the importance of stock selection and risk management during a period of significant uncertainty for the UK, in the lead-up to Brexit. He also covers the potential for UK market outperformance as we move further into 2019.

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UK equities: unloved but undervalued?

by Laura Foll

1 month ago

​In this video update Laura Foll, co-manager of the Janus Henderson UK Equity Income & Growth Fund, discusses the recent underperformance of the UK equity market, the implications for the portfolio and positioning as we head towards 2019.

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Sharing the spoils of global income markets

by Ben Lofthouse

3 months 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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New Janus Henderson Global Dividend Index

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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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Rethinking sustainability in the age of disruption

by Stephen Payne

4 months ago

How do you build a long-term investment strategy in a world where technology and politics keep changing the rules?

 
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The Opportunities in Volatility - Henderson International Income Trust

by Ben Lofthouse

6 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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Global equity income: good dividend growth expectations

by Ben Lofthouse

6 months ago

​Ben Lofthouse, Head of Global Equity Income, believes that, despite being in a rising interest rate environment, dividend growth expectations are good for 2018, buoyed by new tax legislation and the recovery in commodity prices.

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Finding value in American growth - The Bankers Investment Trust

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7 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

7 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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Why the Tiger economies are poised to pounce

by Michael Kerley

7 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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Essentials: Janus Henderson Cautious Managed strategy

by Stephen Payne

9 months ago
In this ‘Essentials’ video, Stephen Payne, Co-Manager of the Janus Henderson Cautious Managed Fund, provides an introduction to the strategy, including how the investment team manages exposure to the different asset classes – equities, bonds and cash. This is a UK-focused fund, holding a combination of UK equities, plus bonds in any country.
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What now for global equity income investors?

by Ben Lofthouse

9 months ago
In this video update Ben Lofthouse, Head of Global Equity Income, assesses markets from an income perspective, identifies where the team is finding the best opportunities and examines the outlook for dividend growth.
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UK underperforms, but pressures for change are building

by Stephen Payne

9 months ago

​Stephen Payne, co-manager of the Janus Henderson Cautious Managed Fund, provides the latest six-month update on the fund's performance, to the end of January 2018.

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Why did global dividends reach a record $1.252trn in 2017?

by Ben Lofthouse

9 months ago
Ben Lofthouse, Head of Global Equity Income, speaks to Bloomberg TV about the key findings from the latest Janus Henderson Global Dividend Index, a long-term study of global dividend trends. He examines the reasons why global dividends rose by 7.7% on a headline basis to a record $1.252 trillion in 2017.
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Property: a reminder about dual pricing

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10 months ago

​The Janus Henderson UK Property PAIF and its associated Feeder Fund are dual priced funds. Investors should be aware that at times when the direction of net flows shifts there may be some volatility around the pricing basis until a clear trend is established.

 
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How robust is your income? Commercial property considerations

by Ainslie McLennan

10 months ago
In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, discusses the key opportunities and threats in 2018 that investors should be looking for from UK commercial property.
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Compelling yield opportunities in 2018 for equity income investors

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1 year ago
Alex Crooke, Head of Global Equity Income, believes that investors will focus more on valuations in 2018, rotating towards more cyclical areas of the markets, and that dividend yields remain compelling.
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How is innovation and disruption impacting income-oriented equities?

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1 year ago
In this video update, Alex Crooke, Head of Global Equity Income, examines the effect that innovation and disruption can have on income-oriented equities.
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What next for UK commercial property?

by Ainslie McLennan

1 year ago
In this video update, Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, discusses how the UK commercial property market has performed year to date. She also explains how the portfolio is currently positioned and gives her outlook for the asset class.
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Positive indicators: what should investors expect from global equities?

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1 year ago

​In this video update, Alex Crooke, Head of Global Equity Income, provides an update on equity markets explaining why the current economic environment is providing a supportive backdrop for businesses and for equity investors.

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