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Finding value in American growth - The Bankers Investment Trust

by Alex Crooke

4 days 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
 

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Why the Tiger economies are poised to pounce

by Michael Kerley

1 month 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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Europe stakes its claim as the default diversifier to UK portfolios

by Tim Stevenson

1 month ago

​Tim Stevenson, Fund Manager of Henderson EuroTrust, discusses Europe’s credentials as a diversifier to UK portfolios.

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New to investing? Check out Steps to Investing

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2 months ago

​New to investing? Find all the jargon complicated and off-putting?

Maybe www.stepstoinvesting.com is for you. Powered by Janus Henderson Investors, www.stepstoinvesting.com is designed to allow you to take control of your financial future and make your savings work harder.
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Disruptive technology - the return of  the disrupted?

by David Smith

4 months 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

4 months 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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Questioning the Managers - Henderson Alternative Strategies Trust

by Ian Barrass, James de Bunsen

6 months ago
James and Ian discuss ‘dry powder’ cash sitting on the sidelines in private equity, the importance of fees in selecting funds, new investments, and the Trust’s upcoming continuation vote.
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Europe in 2017: 'The' Investment

by Ollie Beckett

6 months ago

​Ollie Beckett discusses the switching of Europe’s fortunes and the value he finds in its smaller companies.

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

by Neil Hermon

7 months ago

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

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European Equities: Back to School

by Tim Stevenson

8 months ago

Tim Stevenson discusses Europe in the context of geopolitical storms, reform, euro strength and earnings.

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Broaden your market exposure: a time for alternative assets? Henderson Alternative Strategies Trust

by Ian Barrass, James de Bunsen

9 months ago

​James de Bunsen, Fund Manager of Henderson Alternative Strategies Trust, describes the Trust’s approach to analysing alternative assets and determining their relative correlation to mainstream markets.

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

by David Smith

9 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

9 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

9 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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AIMing for Something Different - Henderson Opportunities Trust

by Colin Hughes, James Henderson

10 months ago

​James and Colin take a look at the surprisingly varied sector and geographical exposure of the companies listed on the Alternative Investment Market (AIM), where around 50% of the Henderson Opportunities Trust is invested.

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Alex Crooke on Japan: Value Released from Corporate Change

by Alex Crooke

10 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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Europe: As the Politics Subside - Henderson EuroTrust

by Tim Stevenson

11 months ago

Tim Stevenson discusses European equities, quantitative easing, and the threats that could derail Europe's resurrection of interest.  

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Henderson High Income Offer of Shares

by David Smith

11 months ago
David discusses Henderson High Income's recent corporate action.
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A Closer Look at Investment Trusts

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12 months ago
A short video providing ‘A closer look’ at the people behind Janus Henderson’s investment trust team.
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