Regional focus: United Kingdom

UK equities: unloved but undervalued?

by Laura Foll

5 days 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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Trust TV: Value investing, with James Henderson and Laura Foll webinar

by Laura Foll

1 month ago
Watch James Henderson and Laura Foll answer questions live from investors on Trust TV. Questions touched on specific stocks, sector weightings and management style in a lively Q&A.
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Strategic Fixed Income: concoction of stress factors

by John Pattullo

1 month 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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Currents of disruption: rise of the drones provides tailwind for component makers

by Brad Slingerlend, Denny Fish

1 month ago

​Drones are quickly expanding beyond their traditional strongholds of the hobbyist and the military, with new applications creating a beneficial environment for component suppliers, say Brad Slingerlend and Denny Fish, portfolio managers in Janus Henderson's US-based Global Technology team.

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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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Money Observer - 'Four Ms Checklist Maketh The Man' Featuring Neil Hermon

by Neil Hermon

3 months ago
​We would like to share a written article with you, concerning the Trust. We hope you enjoying reading!
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Building efficiency

by Ainslie McLennan

3 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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Rethinking sustainability in the age of disruption

by Stephen Payne

3 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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Why are dividends so important to equity investors?

by David Smith

3 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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Trust TV: City of London Investment Trust webinar

by Job Curtis

4 months ago
City of London Investment Trust fund manager Job Curtis is in the studio with award-winning financial journalist Cherry Reynard to tackle investor questions. Job addressed concerns around a so-called ‘hard Brexit’ and possible implications for the Trust’s portfolio; and was pressed to explain his rationale behind specific stocks and sector themes underlying the portfolio.
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Change brings opportunity - Henderson Opportunities Trust

by 

5 months ago

James Henderson, Fund Manager for Henderson Opportunities Trust, explains why this period of change and uncertainty is a good opportunity for active UK stock pickers. ​

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

by Jenna Barnard, John Pattullo

5 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

5 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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Bond markets — expect a pickup in volatility

by Andrew Mulliner

5 months ago

​Andrew Mulliner, Portfolio Manager, highlights the developments in bond markets this year, explaining what he believes lies ahead, while pointing out major areas of focus in their portfolios for the rest of 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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Essentials: Janus Henderson Cautious Managed strategy

by Stephen Payne

8 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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UK underperforms, but pressures for change are building

by Stephen Payne

8 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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Property: a reminder about dual pricing

by 

9 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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Alternative lifestyle

by Ainslie McLennan

9 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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How robust is your income? Commercial property considerations

by Ainslie McLennan

9 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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