Latest videos

Disruptive technology - the return of  the disrupted?

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1 month 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

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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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Questioning the Managers - Henderson Alternative Strategies Trust

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3 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

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3 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

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4 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

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5 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

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6 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

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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?

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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?

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7 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

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7 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

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8 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

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8 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

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8 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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9 months ago
A short video providing ‘A closer look’ at the people behind Janus Henderson’s investment trust team.
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Investment trusts: Who we are

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9 months ago
A short video on the core investment and support functions of our dedicated investment trust business here at Janus Henderson
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Moneywise Investment Trust Awards 2017

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10 months ago

​​Henderson Investment Trusts took home four awards from the 2017 Moneywise Investment Trust Awards.

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Credit markets: tactics for the seventh inning stretch?

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10 months ago

​Bond markets seem to be frozen in time and the credit cycle, which has seemingly become stuck, could stay that way for a long time. John Pattullo, Co-Head of Strategic Fixed Income, explains the reasons why, and how to set about looking for returns in the low growth, low inflation world around us.

 
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Quick view: snap general election could benefit UK mid caps

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10 months ago

UK equities managers, Neil Hermon and Indriatti van Hien, view the calling of the snap general election by Prime Minister Theresa May as a positive move for UK stocks, particularly mid caps.

 
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March Commentary: City of London

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10 months ago

 

 
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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.