Positive on US Bonds

In this snippet from the latest episode of Trust TV, Henderson Diversified Income Trust Co-Fund Manager, John Pattullo, explains why he and the team are optimistic about US bond performance; and breaks down his view on why inflation is likely to remain low for the foreseeable future. To watch the full interview, click here.

This is a sponsored post by Janus Henderson. These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.
Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. The information in this article does not qualify as an investment recommendation.
For promotional purposes.

Why Investors Shouldn’t Overlook Europe

In the latest episode of Trust TV, Ollie Beckett, Fund Manager of TR European Growth Trust, tackled investor questions around Europe’s economic outlook and the consequences of further quantitative easing on the continent’s equity market.

Click here to watch the full interview.

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.
Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.
The information in this article does not qualify as an investment recommendation.
For promotional purposes.

Healthy Returns Amid Hong Kong Concern

Asian companies contributed to a strong financial year despite growing concerns around Hong Kong. See more here.

This is a sponsored post by Janus Henderson Investors. These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.
Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. The information in this article does not qualify as an investment recommendation. For promotional purposes.

Positive Global Income Trends

Ben Lofthouse, Fund Manager of Henderson International Income Trust, outlines some of the positive income trends from around the world, which the Trust has benefited from; and he explains how the Trust is impacted by the ongoing trade war. See more here.

This is a sponsored post by Janus Henderson Investors. These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.
Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. The information in this article does not qualify as an investment recommendation. For promotional purposes.

Sticking to Our Guns on Value

Laura Foll, Co-Fund Manager of Lowland Investment Company, highlights activity on the Trust’s portfolio over the last quarter and what investors can reasonably expect over the coming months. Laura also explains how the team’s investment style has led to the Trust underperforming the index in the year to date. Find out more here.

This is a sponsored post by Janus Henderson Investors. These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.
Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. The information in this article does not qualify as an investment recommendation. For promotional purposes.

Why Less is More

John Bennett, Fund Manager for Henderson European Focus Trust, discusses why he believes the concentration of the Trust’s portfolio will not lead to greater risk and how he intends to maintain a diversified portfolio with high conviction.

This is a sponsored post by Janus Henderson Investors. These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.
Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. The information in this article does not qualify as an investment recommendation. For promotional purposes.

Finding Balance for The City of London Investment Trust

Job Curtis, Fund Manager of The City of London Investment Trust, is relatively calm about the UK economy amid slowing economic data; and in this video he explains the thinking behind three new companies in the Trust’s portfolio and his thoughts on Vodafone after it announced a dividend cut. See more here

This is a sponsored post by Janus Henderson Investors. These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them. Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. The information in this article does not qualify as an investment recommendation. For promotional purposes.

Has the Value Comeback Been Postponed?

Alex Crooke, Fund Manager for Bankers Investment Trust, explains why his predictions for the second half of the year have changed as political uncertainty continues to hamper business confidence. Alex also gives an update on asset allocation within the portfolio, particularly in light of the China-US trade war. See more here

This is a sponsored post by Janus Henderson Investors. These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them. Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. The information in this article does not qualify as an investment recommendation. For promotional purposes.

Boosting Income Through US Debt

Henderson High Income Fund Manager David Smith explains why he is allocating more of the portfolio to fixed income, specifically US corporate debt. See more here

This is a sponsored post by Janus Henderson. These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.
Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. The information in this article does not qualify as an investment recommendation. For promotional purposes.

Prepared for Turbulence

James de Bunsen and Peter Webster, Co-Fund Managers on Henderson Alternative Strategies Trust, explain the latest trust performance. Find out more here

This is a sponsored post by Janus Henderson. These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.
Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. The information in this article does not qualify as an investment recommendation. For promotional purposes.

Henderson Smaller Companies in Good Shape

Neil Hermon, Fund Manager of Henderson Smaller Companies Trust, says he is confident in his portfolio despite economic and political uncertainties. Find out more here… 

This is a sponsored post by Janus Henderson. These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.
Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. The information in this article does not qualify as an investment recommendation. For promotional purposes.

UK Domestics: Unpopular and Great Value

Laura Foll, Co-Fund Manager of Lowland Investment Company, explains the latest portfolio activity and why the team see value in UK domestic companies. Find out more here… 

This is a sponsored post by Janus Henderson. These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.
Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. The information in this article does not qualify as an investment recommendation. For promotional purposes.

Confidence and Conviction in the Process

Jamie Ross, Fund Manager of Henderson EuroTrust, explains how the Trust has performed in 2019 and why he is confident about the remainder of the year; and he shares two interesting additions to the portfolio. See more here:

This is a sponsored post by Janus Henderson. These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.
Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. The information in this article does not qualify as an investment recommendation. For promotional purposes.

Strong Equity Markets and Stable Dividends

Ben Lofthouse, Fund Manager for Henderson International Income Trust, on portfolio changes, market performance and trust outlook. See more here

This is a sponsored post by Janus Henderson. These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors.
[…] Read the rest

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China Trade War? No Worries

Mike Kerley, fund manager for Henderson Far East Income, gives an update on the fund’s portfolio activity and why China’s trade war poses little threat. Click here to find out more…

This is a sponsored post by Janus Henderson. These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors.
[…] Read the rest

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The Only Way is Up

Ollie Beckett, fund manager of TR European Growth Trust, discusses how the trust has outperformed its benchmark and how he is “cautiously optimistic”. Click here to learn more…

This is a sponsored post by Janus Henderson. These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors.
[…] Read the rest

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A Truer Active, More Idiosyncratic Portfolio

John Bennett, Fund Manager of Henderson European Focus Trust, explains why the board has reduced the minimum number of holdings the Trust can invest in from 50 to 45; and why investors should not be spooked by economic data. Click here to learn more…

This is a sponsored post by Janus Henderson.
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The Relief of Revenue Reserves

There is no question that we find ourselves in uncertain times. It is during periods of uncertainty that the investment trust structure has distinct merits. That’s because investment trusts, which are listed companies in their own right, can store future income away for a rainy day – a unique function of investment trusts called revenue reserves.[…] Read the rest

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For a Contrarian These Are Exciting Times

With valuations of UK equities looking very low relative to history and other markets, there is a buzz of excitement for UK-focused investors, especially the contrarians among them, says James Henderson, Co-Fund Manager of Lowland Investment Company.

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors.[…] Read the rest

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The Contrarian Challenge to the Consensus

There is real value emerging in companies that have fallen out of favour as a result of challenging economic conditions, but a contrarian must be careful, explains James Henderson, Fund Manager of Lowland Investment Company.

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors.[…] Read the rest

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