David Smith, Fund Manager for Henderson High Income Trust, provides an update on portfolio activity in light of recent dividend cuts in the market.
Manager Update on Henderson High Income
UK commercial property: signs of valuation evidence
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, summarises the investment market, highlighting that the easing of lockdown restrictions has enabled some market transactions to progress and provide signs of valuation evidence.
Residential real estate: stay home, stay safe
Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team discuss how COVID-19 is impacting the rental residential sector from both a landlord and tenant perspective and the longer-term investment case for the sector.
Women and Wealth: A Practical Approach to Financial Security at Any Age
Women investors face unique challenges when it comes to building wealth, financial planning and retirement. This presentation includes strategies to consider that will empower female clients to take control of their financial security.
Stärkerer Fokus auf Firmen, die Gutes tun und davon profitieren
Janus Henderson Investors wird seinen Nachhaltigkeitsfokus noch stärker auf Unternehmen richten, die einen positiven Beitrag zur Kreislaufwirtschaft leisten.
Unter dem Mikroskop: Disruption im Gesundheitswesen
Die Behandlung von Krankheiten verändert sich rasant dank neuer Therapien und besserer Langzeitergebnisse für Patienten. Portfoliomanager Andy Acker und Research-Analyst Dan Lyons erläutern, welche neuen Anlagemöglichkeiten sich mit den spannenden Fortschritten im Gesundheitssektor bieten.
Eine technologiegetriebene Wirtschaft: Abwehr von Disruption
Technologie kann zwar zu Disruption führen, kann aber auch etablierten Unternehmen dabei helfen, wettbewerbsfähig zu bleiben. Nach Ansicht von Portfoliomanager Marc Pinto kommt es darauf an, diejenigen Unternehmen zu finden, die das Beste aus dem heute verfügbaren digitalen Instrumentarium machen.
The relentless power of dividends in driving total returns
Shares have a consistent track record of outperforming bonds and cash over the long term. They’re more likely to do so, and by a greater margin, when dividend income is reinvested. Read more.
Office isn’t the next retail
The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?
Keep calm and carry on
The Covid-19 outbreak has had a devastating impact on global economies and stock markets. Is it wise to consider that we are in a bear market?