Quick view: ECB - Super Mario 2 (kitchen sink edition)

by Andrew Mulliner, CFA

5 days ago

Andrew Mulliner, Portfolio Manager on the Global Bonds Team, reflects on the European Central Bank’s decision to cut rates and bring back quantitative easing.

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Topical questions amid a more political economy

by Nick Maroutsos

2 weeks ago

​In this short question and answer session Nick Maroutsos, Co-Head of Global Bonds, looks at the macroeconomic landscape and how it is shaping their investment decision-making within the Absolute Return Income strategies.

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The importance of being active: why passive exposure in high yield is not enough

by Brent Olson, Seth Meyer, CFA

2 weeks ago
​The US high yield market’s modest return in August obscured significant divergence of returns within the index. Portfolio Managers Seth Meyer and Brent Olson discuss why this dispersion demonstrates that opportunities exist in high yield, and why they believe active management is a key component of capitalising on those opportunities. ​
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Attaching a price to bond market liquidity

by John Fujiwara

1 month ago

​Portfolio Manager John Fujiwara and Research Analyst Lucy Holden discuss how low yields and volatile markets reinforce the risk premium commanded to provide bond market liquidity.

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Learning from Argentina: The importance of balance in bond portfolios

by Seth Meyer, CFA

1 month ago

​The sudden rise of populist presidential candidate Alberto Fernández shook the Argentine markets and raised alarm bells among global bond investors. Portfolio Manager Seth Meyer discusses the lessons this volatility raises for bond investors, reminding them of the importance of trying to balance income and total return.

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Argentina: tears flow as markets tumble

by Jennifer James

1 month ago

​​Jennifer James, portfolio manager within the Global Bonds Team, discusses the fallout from the shock primary election results in Argentina in August, exploring what this might mean for Argentina's asset markets and other emerging economies.

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Volatility warrants caution in US high yield

by Seth Meyer, CFA

1 month ago
In a period of falling interest rates, yield is valuable, and high yield therefore remains an attractive asset class. However, with increased interest rate volatility and uncertainty around economic growth, Portfolio Manager Seth Meyer says a cautious approach and a focus on strong company fundamentals are warranted.
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Removal of the performance fee for certain funds

by 

1 month ago

Information about the removal of performance fees from four funds within the Janus Henderson Horizon Fund (SICAV), effective 1 July 2019.

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Quick view: Fed turns a page, cuts rates

by Nick Maroutsos

2 months ago

​Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s first rate cut in more than a decade and what it means for investors.

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Quick view: (ECB) shock and bore

by Andrew Mulliner, CFA

2 months ago

The European Central Bank (ECB) meeting on 25 July was billed as the most important ECB meeting of the last few years. Andrew Mulliner, Portfolio Manager within Global Bonds, reflects on the outcome of this highly anticipated session.

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Convergence returns to the fore

by Jim Cielinski, CFA

2 months ago

​Jim Cielinski, Global Head of Fixed Income, provides his perspective on the recent slowdown in global growth and discusses the next steps for central banks.

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Globalisation: Sorry, Donald, it’s here to stay

by Jim Cielinski, CFA

2 months ago

Jim Cielinski, Global Head of Fixed Income, explains why globalisation is here to stay despite heightened populism.

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Asian Credit: where returns may actually match risk

by Nick Maroutsos

2 months ago

​Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.

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Tug of war: slowing growth versus easing monetary policy

The US Federal Reserve’s policy shifts have helped support markets in 2019. US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, share their views on the likelihood, timing and scale of any rate cuts in the coming months.

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Downturn implications and a reconvergence of rates

by Jenna Barnard, CFA

2 months ago

​Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.

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High yield bond: pushing boundaries

by Seth Meyer, CFA, Tom Ross, CFA

2 months ago

​The dovish tilt to global monetary policy should be supportive of asset prices in the near term but portfolio managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high yield bonds.

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Investment themes that matter - Market GPS discussion
In this video, Co-Head of Equities Alex Crooke, Global Head of Fixed Income Jim Cielinski and Global Head of Multi-Asset and Alternatives Michael Ho explore the key themes shaping the investment landscape for the second half of 2019. Aligning with the Janus Henderson Mid-Year Market GPS outlooks, the discussion assesses potential impacts and opportunities for investors in the months ahead.
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Fed serving up what the market is craving

by Jason England, Nick Maroutsos

3 months ago
In this video update, Co-Head of Global Bonds Nick Maroutsos and Fixed Income Portfolio Manager Jason England explain why they believe the US Federal Reserve (Fed) was correct not to cut rates at their latest meeting on Wednesday 19 June, and discuss which factors may justify a move lower in July.
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Mid-year Market GPS

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3 months ago

​As a follow up to our annual Market GPS outlook, here we revisit the themes with the potential to reshape the investment landscape. How have the themes played out so far this year, where do they go from here and what else should be on investors’ radar?

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Bailing out the Titanic with a teaspoon (or why hope is a strategy for the ECB)

by Andrew Mulliner, CFA

3 months ago

​The 6 June meeting of the European Central Bank effectively marked the beginning of the end of its president’s reign. Andrew Mulliner, Portfolio Manager within Global Bonds, reflects on the outcome of the meeting and what the future holds with Draghi on his way out, an empty toolbox at the ECB and weakening global growth.

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