Equity Income Opportunities in Global Markets

Global Equities

Equity Income Opportunities in Global Markets

Ben Lofthouse, Head of Global Equity Income, believes that while disruptors threaten a number of established sectors, significant value opportunities exist, with many good-quality companies offering compelling dividend yields.

Key Takeaways

  • One of the biggest risks is disruption, which we are seeing across many established sectors.
  • Opportunity-wise, there are not many times outside of a full recession where we have seen this many stocks trading on single digit price-to-earnings ratios, with high free cash flow yields and high dividend yields.
  • Uncertainty being reflected in some parts of the market and sectors makes for a great deal of opportunity for active investors, who need to be careful in terms of the companies they choose.
Key Themes
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Geopolitical Theme Small Icon | Janus Henderson Investors

Search for Income

Geopolitical Tensions

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Disruptive Forces

FEATURED FUND

Global Equity Income

With three experienced portfolio managers, the Fund invests in income-producing equities, with a focus on international companies.

What else do our experts see for the year ahead?

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Going Global to Expand Income Potential
Co-Head of Global Bonds Nick Maroutsos explains why – despite the Fed’s history of dovishness – higher interest rates are likely here to stay and bond investors need to react accordingly by taking measures such as looking globally for the most attractive risk-adjusted income opportunities.