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. 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.

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. 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.

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. 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.

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. 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.

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.

Revenue reserves are the means by which investment trusts can continue to grow their dividends even when dividends across the stock market are falling, typically during economic downturns. Investment trusts do not have to distribute all of their income in each financial year.

They are allowed to hold back up to 15% of their annual income. For example, in a good year for investment income, an investment trust might hold back 5% of its income, while distributing the other 95% in dividends to its shareholders. The 5% that is held back will be added to the revenue reserve. Over the years, the revenue reserve can build up to a substantial sum if the investment trust is able to make further retentions…

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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. 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.

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. 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.

Opportunities In Volatility

Henderson International Income Trust’s Fund Manager Ben Lofthouse gives his thoughts on where income opportunities are emerging amid global stock market volatility

Volatility has crept back into global markets after a good run in the past few years, but its good news for active income investors (i.e. a team of fund managers that aims to beat an index rather than a fund that tracks an index).

Uncertainty in markets is an advantage for active stock-pickers and we are seeing plenty of opportunity to add high dividend-paying stocks at good valuations to the Henderson International Income Trust.

Technology stocks have gradually become important names in the Trust’s portfolio, which is not something you would have heard from an income-driven fund manager just a few years ago and is a clear reflection of the changing times…

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Questioning the Manager: Does Brexit Impact the Investment Process?

Fund Manager David Smith discusses whether the development of Brexit impacts upon his investment process, which sectors he is finding opportunities for income, as well as his approach towards disruptive technology.

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. Content issued by Janus Henderson Investors.

Find out more about investment options at Henderson here.

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