Janus Henderson Investors’ Post

Last month, Laura Foll, co-manager of Henderson Opportunities Trust plc and Lowland Investment Company plc, spoke at the AIC Investment Company Showcase. In her presentation titled ‘UK equities – are we finally getting there?’, Laura discussed her current view on the UK market and explains why she believes the trust’s approach will reward patient investors. Click here to watch the recording: https://bit.ly/3UBrA8Y #JanusHendersonInvestmentTrusts #JHI #InvestmentTrusts #MarketingCommunication For UK investors only. Capital at risk.

Last month, Laura Foll, co-manager of Lowland Investment Company plc, spoke at the AIC Investment Company Showcase. In her presentation titled ‘UK equities – are we finally getting there?’, Laura discussed her current view on the UK market and explains why she believes the trust’s approach will reward patient investors. Click here to watch the recording: https://bit.ly/3UBrA8Y #JanusHendersonInvestmentTrusts #JHI #InvestmentTrusts #MarketingCommunication For UK investors only. Capital at risk.

Last month, Laura Foll, co-manager of Henderson Opportunities Trust plc, spoke at the AIC Investment Company Showcase. In her presentation titled ‘UK equities – are we finally getting there?’, Laura discussed her current view on the UK market and explains why she believes the trust’s approach will reward patient investors. Click here to watch the recording: https://bit.ly/3UBrA8Y #JanusHendersonInvestmentTrusts #JHI #InvestmentTrusts #MarketingCommunication For UK investors only. Capital at risk.

Investment trusts have various income advantages, including the ability to reserve income and pay it out in a future year. Listen to UK and global equity income managers explain their strategies for maintaining and growing income over time while protecting shareholders' capital: https://lnkd.in/ehhFiD9h Faizan Baig, CFA Ian Lance Thomas Moore Henderson International Income Trust plc Janus Henderson Investors Janus Henderson Group PLC Janus Henderson Investment Trusts, UK Temple Bar Investment Trust Redwheel abrdn Equity Income Trust PLC abrdn abrdn Investment Trusts Annabel Brodie-Smith Vanessa Booth Juliet Webber Nick Britton, CFA, MCSI Nick Gardner Richard Stone #aicshowcase #investmenttrusts #investmentcompanies #investing

In the latest of our Pinpoint of view series, Jeremy Soutter discusses how the UK private market is poised for growth. UK investment managers expect the private assets market to grow to $21 trillion by 2030. Whilst they are concerned about fund regulations and cross-border distribution, the introduction of LTAFs and ELTIFs are viewed likely to enhance private market investments.  Find out more in our Pinpoint of view: https://lnkd.in/eVcXXkMT #CarneAtlas2024Report #PrivateMarkets #UKPrivateMarkets #CarnePinPointOfView

We had the pleasure of sitting down with Charles Luke, Fund Manager of abrdn Investment Trusts Murray Income Trust. The discussion focused on the strategic benefits of investing in overseas-listed companies. With the ability to allocate up to 20% of gross assets to non-UK businesses, Luke highlights the added diversification and access to high-quality industries this strategy provides. The Murray Income Trust portfolio is well-diversified across sectors, including Financials (19.9%), Industrials (15.8%), and Consumer Discretionary (13.4%). The management team focuses on identifying high-quality businesses, defined as companies with attractive business models, robust financial characteristics, and experienced management teams. Luke outlines three key reasons for investing in overseas businesses: Industry Exposure: Access to a variety of attractive industries with little or no presence in the UK market. Quality Alternatives: Ability to find better quality alternatives to UK-listed companies overseas. Diversification: Enhancing the portfolio's diversification by including overseas companies. How many of the #MagnificentSeven is MUT holding? Our thanks to Charles Luke and abrdn Investment Trusts for the insight. #InvestmentStrategy #Equities #Diversification #MUT #Financials #Industrials #ConsumerDiscretionary

Following Saba Capital's call for major changes at seven investment trusts, six of these trusts, alongside the Association of Investment Companies (AIC) and brokers, have issued detailed responses. Key themes include: 1️⃣  United Stand Against Proposals: The Six trusts firmly oppose Saba's resolutions, citing potential risks to shareholder interests and governance. 2️⃣  Protecting Shareholders' Investments: Boards highlight robust strategies already in place, offering liquidity options and long-term growth opportunities. 3️⃣  The Call to Action: Voting participation is crucial, as Saba holds an average 24.5% stake across the trusts. Shareholder turnout could determine the outcome. With general meetings commencing later this month, the target Investment Trusts are urging shareholders to consider their positions, and vote. We have included details on where to find statements and how to vote. https://lnkd.in/e7xrTim4 #SabaCapital #InvestmentTrusts #Vote #GeneralMeeting The Association of Investment Companies (AIC) Baillie Gifford Janus Henderson Investment Trusts, UK Herald Investment Management Limited Manulife | CQS Investment Management Richard Stone Annabel Brodie-Smith

We are looking forward to being part of this weeks Investment Week Private Markets Focus event. We'll be covering insight from our recent UK Private Markets specific outlook. Details within the post #marketresearch #uk #privatemarkets

Magnus Financial Group LLC is honored to announce that we have gained further recognition within the financial services industry after earning a place on Forbes among America's Top RIA Firms 2024. View the Ranking: https://lnkd.in/gyRbJuW8 View the Methodology: https://lnkd.in/gN37x7Fy #magnus #magnusfinancialgroup #ria #wealthmanagement #investments #commerce #financialplanning #investing #markets #economy #economics #future #finance #investment #investmentplanning #investmentadvice #investmentmanagement #socialmedia #marketing #education #data #money #awards #forbes Michael Schwartz, CFP®, AEP®, Ronald Deutsch, CFA, MBA, Sharon Hayut, CDFA®, Drew J. Collins, CFA, MBA, Michael Tanney, Paul F. Hoerrner Jr., CFP®, Scott Kephart, CRPC®, CLTC®, Chase Wickenheiser, CFP®, William "Billy" Bowden

Portfolio Manager and Senior Alternatives Strategist Larry Holzenthaler spoke to Jane King at the AICA Fall Roundtable about how the private credit market has evolved over time and how changes in interest rates impact investment opportunities. https://bit.ly/41KmITp