Dovish central banks extend cycle: higher corporate credit allocation may be warranted

by Mayur Saigal

3 days ago
Portfolio Manager Mayur Saigal discusses the fixed income landscape and why a higher allocation to corporate credit may be warranted today versus 2018.
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Tell Tail Signs: April 2019 – Finally, some signs of inflation…

by Ashwin Alankar, PhD

4 days ago

​Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class. In April, the options-based market signals finally started to show signs of inflation and the upward trend of expected inflation continues to rise.

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Options imply US may struggle to win trade war with China

Chinese President Xi Jinping has more tools at his disposal to deal with the potential negative effects of trade tariffs than his American counterpart Donald Trump, say Myron Scholes and Ash Alankar of the Janus Henderson Adaptive Asset Allocation Team.

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China may have upper hand in escalating trade war with US

by Ashwin Alankar, PhD

1 week ago
In this video, Dr Ashwin Alankar, Head of Global Asset Allocation, discusses why China may have patience on its side in its escalating trade war with the US.
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Greed is Good?

by Nick Watson, CFA

3 weeks ago
​Nick Watson, fund manager on the UK-based Janus Henderson Multi-Asset Team, argues that understanding a company's environmental, social and governance risks can be vital in enhancing clients' long term returns.
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Low carbon investing - win/win?

by Hamish Chamberlayne, CFA

3 weeks ago
Low carbon is an important feature of our investment approach: the Janus Henderson Global Sustainable Equity strategy has been low carbon for 28 years. There is a clear moral imperative to transition to a low carbon economy – but does it also make investment sense?
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Disruption from the perspective of a Global Futurist

by 

3 weeks ago

Disruptive forces permeate all corners of the globe. At a recent Janus Henderson Knowledge Exchange event in Australia, Chris Riddell, Global Futurist, discusses the latest disruptive forces that he believes will shake up the norm.

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Using the 1890s as a guide to bond investing (not the 1980s)

by Jenna Barnard, CFA

3 weeks ago

​Jenna Barnard, Co-Head of Strategic Fixed Income, confesses to not all birthday gifts being a delight to receive but a book from 1892, found by chance in a second-hand book dealer, turned out to be a rare birthday present gem. Its lessons on investing are not only instructive but shine a light on the predicament facing bond investors today.

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Can healthcare recover from 'Medicare for the masses'?

by Andy Acker, CFA

3 weeks ago

​A proposal to expand Medicare and eliminate private insurance in the US pummelled healthcare stocks recently. Andy Acker, Portfolio Manager, and Rich Carney, Research Analyst on the Global Life Sciences Team, explain what it means for investors.

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Yield curve inversion and the mining sector… fear not

by Tal Lomnitzer, CFA

3 weeks ago

US Treasury spreads are at their lowest level in more than a decade and an inverted US yield curve is typically a precursor of a recession. Given the mining sector’s sensitivity to economic growth prospects, this could be seen as a harbinger of underperformance. Tal Lomnitzer, Senior Investment Manager in the Janus Henderson Global Natural Resources Team, explains why they are not concerned.

 
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Restricted area - the encroaching politicisation of central banks

by Nick Maroutsos

3 weeks ago

With central bank independence seeming to be under threat, Nick Maroutsos, Co-Head of Global Bonds at Janus Henderson Investors, explains that the distinction between central banks and politics is not clear cut.

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EM equities: positioning and opportunities (Q2 2019 update)

​The Janus Henderson Global Emerging Market Equities Team provides an update on the Janus Henderson Global Emerging Market Equities All-Cap Strategy, covering market performance, investment activity, portfolio positioning and their outlook for the asset class.

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Was it really the best quarter for 21 years?

by Valerie Azuelos

1 month ago

​Global equities have enjoyed one of their best starts to a year in 2019. Valerie Azuelos, Managing Director at Intech, explains what Intech’s proprietary risk metrics say about stocks now.

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Positive outlook for dividends

by Ben Lofthouse

1 month ago
In this video update Ben Lofthouse, Head of Global Equity Income, discusses where he sees risks and opportunities for income investors, and explains that while global dividend growth could moderate in 2019 it is still expected to be positive.
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Global Sustainable Equity: news and opportunities (Q1 2019 update)

by Hamish Chamberlayne, CFA

1 month ago

​Hamish Chamberlayne, Portfolio Manager for Janus Henderson’s Global Sustainable Equity strategy, discusses recent developments affecting the world of Sustainable & Responsible Investment (SRI), and the fund’s positioning, performance, and activity.

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Tell tail signs: April 2019 - The twilight of accommodative monetary policy's efficacy

by Ashwin Alankar, PhD

1 month ago

​​Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class. With the rally in growth assets continuing into March, the options signals now indicate that growth assets are in line with their historical average.

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Maximising opportunities: the importance of correlation and diversification

by Nick Maroutsos

1 month ago

​Nick Maroutsos, Co-Head of Global Bonds, considers the importance of understanding correlation in terms of achieving diversification.

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China’s disruptive internet companies

by Richard Clode, CFA

1 month ago
Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses his recent trip to Hong Kong, where he met with a number of Chinese internet companies.
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The Long View: beware of the side effects of OPM (Other People’s Money)

​The Janus Henderson Global Emerging Market Equities Team has long believed in carefully considering how, as minority shareholders, they are aligned with the interests of the owners of the companies in which they invest. In the following article, the team explains why they look for capital allocators that associate OPM (other people’s money) with fragility and the risk of a permanent loss of capital.

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Combatting bond market volatility with global diversification

by Nick Maroutsos

1 month ago

​Nick Maroutsos, Co-Head of Global Bonds, explains why it is important to focus on quality bonds in periods of potential bond market volatility.  

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