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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UK politics: new leader, old problems

by Paul O'Connor

1 month ago

​Paul O'Connor, Head of the UK-based Multi-Asset team, discusses confirmation of Boris Johnson's appointment as UK Prime Minister and the highly uncertain outlook for Brexit that he, and his divided government must navigate, and the likely market response.  

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

by Stephen Payne, ASIP

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

by Paul O'Connor

5 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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Change in pricing approach for UK Property PAIF / Feeder Fund

by 

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

by Stephen Payne, ASIP

9 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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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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UK equities: unloved but undervalued?

by Laura Foll, CFA

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

by James Henderson, Laura Foll, CFA

10 months 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

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

by Denny Fish

10 months 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, says Denny Fish, portfolio manager in Janus Henderson's US-based Global Technology team.

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

by Neil Hermon

1 year 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

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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Rethinking sustainability in the age of disruption

by Stephen Payne, ASIP

1 year 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, 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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