Objective: Income & growth

Compelling yield opportunities in 2018 for equity income investors

by Alex Crooke

3 weeks 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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New Janus Henderson Global Dividend Index

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1 month ago

​Download Edition 16 of the Janus Henderson Global Dividend Index report for more insights and dividend trends from around the world.

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How is innovation and disruption impacting income-oriented equities?

by Alex Crooke

1 month 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?

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2 months 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?

by Alex Crooke

2 months 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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Property: a reminder about dual pricing

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2 months ago

​The 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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Are global equities overvalued?

by Alex Crooke

4 months ago
In this video update, Alex Crooke, Head of Global Equity Income, discusses current equity market valuations, provides his outlook for inflation and explains why Japan is becoming an attractive market for equity income investors.
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Property in focus: Robin Retail Park

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4 months ago
In this video update, Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, discusses the portfolio’s Robin Retail Park holding at Wigan, an example of the kind of asset the team like to hold within the retail sector.
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Finding income from equities

by Ben Lofthouse

4 months ago

Freelance journalist Heather Farmbrough questions Ben Lofthouse, Portfolio Manager on the Janus Henderson Global Equity Income Team, on his approach to finding the best equity income opportunities.

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Economic slow lane

by Jenna Barnard

4 months 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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Lowland: small and mid-caps for...income?

by James Henderson, Laura Foll

4 months ago

​Investing in small and mid-sized businesses is usually associated with growth strategies. Here we look at James Henderson’s and Laura Foll’s approach in investing in these businesses for income; particularly useful in a UK stock market where dividend income is concentrated among a handful of the top FTSE 100 firms.

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Why are banks looking attractive for equity income investors?

by Hamish Robertson

4 months ago
In this video, Hamish Robertson, analyst for the Global Equity Income Strategy, discusses the team’s current view on banks, where the most attractive opportunities are, and the sector’s importance for equity income investors.
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Return to IA UK Equity Income sector

by James Henderson, Laura Foll

4 months ago

​James Henderson and Laura Foll, co-managers of the Henderson UK Equity Income & Growth Fund, comment on the fund's welcome return to the IA UK Equity Income sector.

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Property in focus video: Muswell Hill, London

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5 months ago
In this video update, Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, discusses the portfolio’s holding at Muswell Hill, an example of the kind of property the team like to hold within the London High Street area of the market.
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Alex Crooke on Japan: Value Released from Corporate Change

by Alex Crooke

5 months ago

Alex Crooke, portfolio manager of The Bankers Investment Trust - a global equity investment trust founded in 1888 - points not only to Japan’s strong investment performance over the past three years but also his continuing confidence in the market as top-down governmental policy encourages firms to change for the better.

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UK election: tenant required at number 10

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6 months ago

​Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, discusses the implications of the UK election result on the commercial property portfolio that her team manage.

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UK commercial property: positioned for income

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8 months ago
In this video update, Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, discusses how the UK commercial property market performed in the first quarter of 2017, alongside explaining portfolio positioning and her outlook for the asset class.
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An introduction to Lowland Investment Company plc

by James Henderson, Laura Foll

8 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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Technology pays dividends

by Ben Lofthouse

9 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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UK commercial property: making sense of business rates

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9 months ago

​​On 1 April 2017, the next business rates revaluation for non-domestic properties in England, Scotland and Wales will take effect, based on a property’s rental value. Some tenants may face a hike in their annual business rate if the property they occupy has experienced an increase in rental value. Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, explains the likely implications for the UK commercial property market.

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Important message

Fund name changes

Please note that from the 15 December 2017 funds previously named Janus or Henderson have been renamed Janus Henderson. This change aligns our product names with our name, Janus Henderson Investors, following the merger of Janus Capital and Henderson Global Investors in May 2017.

This name change does not impact on the management of the underlying funds and investors and advisers are not required to take any action.