Has the ‘Brexit effect’ left the UK just too unloved?

by Stephen Payne, ASIP

6 days ago

​Is there such a thing as irresistible value? In this article, Stephen Payne, lead manager on the Janus Henderson Cautious Managed Fund, picks four key charts and gives his view on the potential value in UK equities at present, in the face of ongoing Brexit uncertainty.

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Brexit quick view: No, no, no, no, no, no, no and no.

by Paul O'Connor

3 months ago

​​Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, discusses the ongoing impasse within Parliament as MPs unsuccessfully attempt to narrow down approaches to Brexit.

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Quick view: Brexit end point remains unclear

by Ben Lofthouse, CFA

3 months ago

Ben Lofthouse, Head of Global Equity Income, assesses last night’s vote on Brexit in the UK by members of Parliament.

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Multi-Asset: Market Review and Outlook

by Paul O'Connor

5 months ago

Paul O’Connor, Head of Multi-Asset, discusses the events that have unfolded in the closing half of 2018 and how these are shaping his team’s outlook.

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Brexit - now what?

by Paul O'Connor

6 months ago

​​Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, sifts through the highly complex range of Brexit scenarios following Theresa May's survival as party leader. 

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

by Stephen Payne, ASIP

7 months 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, CFA

7 months 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, CFA

9 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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Rethinking sustainability in the age of disruption

by Stephen Payne, ASIP

10 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, CFA

1 year 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, CFA

1 year 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

by Alex Crooke

1 year 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
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

1 year 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, ASIP

1 year 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, CFA

1 year 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, ASIP

1 year 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, CFA

1 year 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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How robust is your income? Commercial property considerations

by Ainslie McLennan

1 year 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

by Alex Crooke

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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