Latest videos

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

by David Smith

1 week 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

2 weeks 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

3 weeks ago

​John Pattullo, co-manager of our multi-asset fixed income portfolio Henderson Diversified Income Ltd, looks at the deflationary impact caused by consumers already having too much ‘stuff’, and how behavioural changes and advances in technology means this isn’t a factor that will change anytime soon.

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AIMing for Something Different - Henderson Opportunities Trust

by Colin Hughes, James Henderson

1 month 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

2 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

2 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

3 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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3 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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3 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

​​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?

by John Pattullo

4 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

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

by Job Curtis

4 months ago

 

 
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An introduction to Lowland Investment Company plc

by James Henderson, Laura Foll

4 months ago
Fund Managers James Henderson & Laura Foll introduce Lowland Investment Company, explaining the Trust's objective, and how the team works towards achieving this.
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Private Equity: James de Bunsen on its bad rap and broad opportunities

by James de Bunsen

5 months ago

​Allocating that marginal pound of savings is unquestionably hard following an eight year rally in equities (let alone a 30-year bull market in bonds). It requires a firm view that the forces that have sustained that rally will remain in place for some time, or that new, beneficial, forces will replace those drivers. So, if we acknowledge that record low interest rates and quantitative easing are likely a thing of the past, then we must look to stronger growth in company revenues and earnings to drive markets ever higher.

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Technology pays dividends

by Ben Lofthouse

5 months ago

​While technology may not be seen as a ‘traditional’ income sector, Ben Lofthouse, Global Equity Income portfolio manager, reveals that a number of technology companies from around the world are providing good yields and dividend growth prospects.

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Europe in a world of “alternative facts”

by Tim Stevenson

6 months ago

​European equities manager Tim Stevenson discusses the uncertain political backdrop in Europe, and why ‘boring but reliable’ economic progress may spell good news for banks and recovery names in the region.

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Job Curtis: I'm still confident in UK dividends despite uncertainties

by Job Curtis

7 months ago

​Job Curtis, Fund Manager of the £1.3bn City of London Investment Trust, discusses the attractiveness of UK equities and his confidence in dividends.

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AIC End of Year Panel with James Henderson

by James Henderson

7 months ago

​The following video features James Henderson discussing the investment company market in 2017, alongside Bruce Stout, Fund Manager of Murray International Trust, and Peter Ewins, Fund Manager of F&C Global Smaller Companies.

The Fund Managers discuss key sources of optimism in 2017, as well as key causes for concern, which regions they think could flourish and which might dwindle, and what is important for their individual investment companies in the year ahead. 
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Should UK investors be selling the so-called 'bond proxy'?

by David Smith

9 months ago

Trump’s government spending promise has inspired a sector rotation out of bonds and so-called ‘bond proxies’. But how do UK investors define the ‘bond proxy’, and should they be rushing to sell them so quickly?

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