Property: a reminder about dual pricing

by 

4 days 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

5 days 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

2 weeks 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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Disruptive technology - the return of  the disrupted?

by David Smith

3 weeks ago

​Despite the phrase “Disruptive technology” being coined by Harvard Business School professor Clayton M Christensen in 1997, the concept has been around for centuries.  The car replacing the horse drawn carriage and the telephone making the telegram defunct are two examples from yesteryear but the advent of the internet has sped the pace up dramatically.  Just look at the music industry which has now moved onto its second digital iteration with streaming services superseding downloads.

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Alternative Investment Market (AIM) and Opportunities

by James Henderson

1 month ago

​​There are always money making investment opportunities waiting out in the market. It is only lack of imagination and idleness that stop us professional investment managers from taking them. This is a fact I have needed to remind myself about in recent months. The UK can appear depressing with the Brexit debate ratcheting up to the point of angry disagreement in which everyone will be a loser and where real wages are falling.  The large consumer stocks, property companies and utilities are facing strong headwinds with a slowdown in economic activity predicted. There is also the structural challenge caused by yesterday’s strong franchises rapidly being reduced to todays tired business models.

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Strategic Fixed Income: more divergence and disruptions in 2018

by Jenna Barnard

3 months ago
Co-Head of Strategic Fixed Income, Jenna Barnard, looks back at 2017, while sharing her thoughts and views on the major themes likely to affect credit markets and the Strategic Fixed Income portfolios in the coming year.
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Has Brexit fear created value in UK equities for 2018?

by Chris Burvill, Stephen Payne

3 months ago

​Chris Burvill and Stephen Payne, Co-Managers of the Janus Henderson Cautious Managed Strategy, assess the challenges faced by asset managers in 2017, and look ahead at the key themes they expect to shape the UK market in 2018.

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A mature bull market calls for diversification in 2018

by James Henderson, Laura Foll

3 months ago

​James Henderson and Laura Foll, Co-Managers of Janus Henderson’s UK Equity Income & Growth strategy, summarise their thoughts on 2017 and look ahead at the key themes they believe will shape UK markets in 2018.

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Income set to underpin property returns in 2018

by Ainslie McLennan

3 months ago
Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, believes that asset management and income protection will be key to delivering returns from UK commercial property in 2018.
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Are fixed income markets overvalued?

by John Pattullo, Nicholas Ware

3 months ago

​​​A comment we regularly hear from our clients, whether in individual meetings or at investor events, is that “bonds are expensive”. This, of course, is a fair point but is at odds with our current thinking. The reality is that in today’s world there are no ‘cheap assets’; and those that are, are cheap for good reasons. Nicholas Ware, Portfolio Manager and John Pattullo, Co-Head of Strategic Fixed Income share their views.

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Quick view: Well-flagged rate rise accompanied by unexpectedly dovish tone

by James de Bunsen

3 months ago

​James de Bunsen, Portfolio Manager, and Oliver Blackbourn, Analyst, within Janus Henderson’s UK-based Multi-Asset Team, comment on the Bank of England Monetary Policy Committee’s decision to raise UK interest rates.

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Quick view: UK MPC raises Bank rate, links further increase to Brexit agreement

by Simon Ward

3 months ago

​Simon Ward, Chief Economist at Janus Henderson Investors, comments on the decision by the Bank of England’s Monetary Policy Committee (MPC) to raise UK interest rates.

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What next for UK commercial property?

by Ainslie McLennan

4 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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Three pretty compelling reasons why investing in smaller firms can be more lucrative than large

by Neil Hermon

4 months ago

Neil Hermon discusses the merits of investing in smaller firms and the drivers behind potential outperformance.

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Property in focus: Robin Retail Park

by Ainslie McLennan

6 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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Is it all doom and gloom for UK domestic cyclicals? - Henderson High Income Trust

by David Smith

6 months ago

​In this article David Smith looks at why UK domestic cyclical companies are out of favour with investors and the valuation opportunities this presents amid the investor tendency to throw the baby out with the bathwater.

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

by James Henderson, Laura Foll

6 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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'Peak' everything?

by John Pattullo

6 months ago
A number of disruptive trends in the economy are reshaping the investment landscape. In this video summary and article, John Pattullo, Co-Head of Strategic Fixed Income, examines the various peaks and troughs in industries, markets and the economy, which, together with demographic trends and behavioural changes, are contributing to the current low growth, low inflation environment.
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Return to IA UK Equity Income sector

by James Henderson, Laura Foll

6 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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SRI Newsletter - Summer 2017

​The SRI newsletter is issued every calendar six-months and provides an update on market developments and the performance of the three sustainable and responsible investment (SRI) funds managed by Janus Henderson.

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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. This does not affect Janus Henderson’s range of investment trusts.