Laura Foll, manager on the UK Equity Income & Growth Fund explains why the outlook for UK income investors is improving and how the fund aims to be positioned to benefit from an economic recovery.
A rosier outlook for UK income investors in 2021?
Healthcare builds momentum
Recent achievements in clinical research and the 2020 US election outcome could benefit the health care sector in the coming year, says Portfolio Manager Andy Acker.
High yield bonds: the grind tighter in 2021
Tom Ross, corporate credit portfolio manager, discusses the high yield bond outlook where an improving economy should help tighten credit spreads but may spark concerns about monetary tightening.
Sustainable equities: the future is green and digital
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.
A positive backdrop for US equities
Though volatility is likely to continue, Portfolio Manager Jeremiah Buckley thinks the outlook for equities remains constructive as we progress past the election and get closer to the end of the coronavirus pandemic.
Diversified alternatives: adapt and evolve
David Elms, Head of Diversified Alternatives, argues for new thinking for investors’ portfolios in 2021, following a year in which the pandemic posed unfamiliar challenges for industries.
Reliability – the investment world’s most attractive attribute
In a year of dividend cuts and suspensions, Ben Lofthouse, Fund Manager of Henderson International Income Trust (HINT), explains where he is finding income and what makes HINT a diversifier for UK income-driven investment
Zhi Wei Tan
Australian economic view – December 2020
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Diversified Alternatives: Evolution and Adaptation in Changing Markets
In this Q&A, David Elms, Head of Diversified Alternatives at Janus Henderson Investors, discusses the role of alternatives in uncertain markets.