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.

YouK – A Modern Buy British Campaign

YouK.co

In our corner of the world, we all share the same public services, economy and natural environment. For everyone living here, this is our UK: the air we breathe, local schools, the countryside, employment opportunities, and our nearest general hospital.

Imagine how this local environment would improve if UK-made goods were our preferred buying option?  We would reduce product miles and waste, grow businesses and better jobs, generate more money for public services, and build stronger communities.

With £488 billions of imports there is huge potential for a little more localisation, so we decided to do something to help.

Based on extensive research, and applying a novel scoring system, we have developed a free web app, YouK.

YouK enables you to find all the UK options for any consumer product.

Each brand or product is scored by input, design or manufacturing location, so users can quickly find cold cures made by companies supporting UK pharmaceutical research jobs, hybrid bikes, garden rakes, or sparkling wine.

It’s often said that we don’t make anything anymore, but YouK reveals enormous strengths and some surprises. A booming ecological cosmetics sector, 150 shoe manufacturers, 21 dairies making brie, and Makita is a UK power tool maker! And you probably live close to a microbrewery or a gin distillery.

Whether it’s to support local produce, the economy, the environment, or simply discover new UK brands, YouK gives you the information you need.

This is a sponsored post by YouK. Derek Poots is the founder of Edinburgh based Youk.co, a web app that promotes localisation through providing extensive consumer information across every UK sector.

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.

Using the 1890s as a Guide to Bond Investing (Not the 1980s)

Jenna Barnard, Co-Fund Manager of Henderson Diversified Income Trust, reveals how a second-hand book published almost 130 years ago turned out to be a rare birthday present gem.

Last month, I received a birthday present of a singular little book dating from 1892, which was found by chance in a second-hand book dealer. Counsel to Ladies and Easy-Going Men on their Business Investments and Cautions Against the Lures of Wily Financiers & Unprincipled Promoters’ turned out to be a personal guide to bond investing written by an anonymous woman based on her own investment experience in the late 1800s. Understandably, this might not appeal to everyone, but from my perspective it turned out to be a rare birthday present gem.

Its contents are not only instructive but bring illumination to the predicament facing bond investors more than a century later. It is worth noting that the book was written in the UK in 1892 in the midst of what was known as ‘The Long Depression’. This period has many parallels to our own but hit the UK particularly hard as it became a pursued economy with its industrial hegemony eroded by the emergence of the US as a competitor. Globally, the 1870s, 1880s, and 1890s were a period of falling price levels and rates of economic growth significantly below the periods preceding and following. Triggered by financial crises (railroad bonds in the US, a silver crisis in Europe) and stagnant real wages there are many parallels to the current global malaise.

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Around the World, Britain’s Promoting Media Freedom

By Theo Clarke, CEO of Coalition for Global Prosperity

In the last 15 years, over 1,000 professional journalists have been killed for doing their job around the world. Think about these figures. No, more importantly, think about the people behind them. What they stand for. Their fates, and that of their loved ones. Already in 2019, according to the barometer on the front page of the Reporters Sans Frontieres website, 30 journalists have been killed and 231 imprisoned.

In Britain, we have long championed a free press. Now, we must not only protect the Fourth Estate at home, we must be its champion as Britain supports development and security overseas.

The term ‘the Fourth Estate’ is often used to describe the function of media in democratic societies. It is attributed to the man considered to be the founding father of modern-day conservatism, Edmund Burke. It was in the House of Commons in 1787, as journalists began to report on proceedings from within the UK Parliament, and as the ideas of the Enlightenment spread across Europe, that Burke described journalists gathered the ‘Fourth Estate’.

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Friday Caption Contest (Boris Blues Edition)

The winner of this week’s caption contest will receive a brand new copy of ‘The Age of Surveillance Capitalism’ by Shoshana Zuboff. Entries in the comments… 

Last week’s winning comment was from Cliff Langdon (NMRN) with “I am your Father, and yours, and yours, and yours,and yours.” Congrats, Cliff. Email team@order-order.com for details on how to receive your prize.

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.

MPs Believe Social Media has a Negative Impact on Politics

Four in five MPs believe that public attitudes towards politicians have been changed for the worse by social media. 

Research commissioned by Vuelio, the political and media software provider, has found that MPs believe social media has a negative impact on politics, with four in five (81%) of the 137 MPs surveyed believing public attitudes towards politicians have been changed for the worse as a result of social media. The research is released at a time of heightened speculation regarding an early general election.

According to MPs, there are specific ways in which social media has damaged public engagement. Over three quarters (79%) believe social media has made it difficult for the public to source information from trustworthy sources and 78% believe it leads to people being overloaded with information. This impacts policy making, with two in five (42%) MPs believing social media has changed the policy making process for the worse, and a third (36%) believe it has changed public understanding of policy for the worse.  

While MPs believe, on balance, that social media has had negative impact on politics, they do recognise some positives. Almost half (47%) of MPs say it has improved the transparency of politics and around two in five (44%) say it has improved engagement between politicians and the public.

Joanna Arnold, CEO of Vuelio said: ‘Social media has ushered in a new era of political immediacy that is reshaping how politicians engage with the public. While recognising that social media has improved transparency, four in five MPs believe it has changed public attitudes towards politicians for the worse. The depth of concern that MPs have is a timely reminder of the risks of social media as well as the potential it has to transform political engagement.’

Read the full research results and discover how MPs are using social media – download the white paper here. 

Content presented by Vuelio.

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.

PPI Deadline is Today – What Does This Mean?

The long awaited deadline for claiming PPI ends is today at 11:59pm on the 29th August 2019.  Whilst Britons have heard almost a year to prepare for this day, the fast approaching deadline has sent thousands into a frenzy trying to claim back an average of £2,000. So far today, there have been numerous sites that have crashed from too much traffic including major banks Santander and NatWest.

Many people ended up being unknowingly sold payment protection insurance from the 1990s onwards up until 2006. A lot of the time, the policy payment was added to their bills or it was sold as an ‘essential’ item on different loans and mortgages or provided to those who were self-employed, and therefore ironically to people who would never have been able to make a claim on the policy. After midnight tonight, it will no longer be possible for people to make a claim to get their money back – but there are still potentially billions at stake, with most people not even realizing that they have a claim…

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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.[…] Read the rest

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How to Ensure Your Crowdfunding Campaign is Successful

The crowdfunding platform Kickstarter offers a huge range of opportunities to ask the general public for help in investing in a variety of projects. From personal labours of love to innovative new products to businesses needing a little extra help with the initial capital behind a new idea, the platform relies on the fact that unless the goal is reached, the project usually doesn’t acquire the funds which would otherwise need to be acquired by remortgaging, getting a second mortgage or trying to apply for numerous business loans. […] Read the rest

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‘Junk Food’ Ad Bans Don’t Work

London’s blanket ban on ‘junk food’ advertising is not only ineffective, inconsistent and impractical, it’s going to cost a fortune too! Estimated at a whopping £35 million, it will deprive dilapidated public services of desperately needed investment. Who’s decided that chicken burgers are not junk food but olive oil is?[…] Read the rest

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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.
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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.
[…] Read the rest

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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.
[…] Read the rest

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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.
[…] Read the rest

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