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by Mayur Saigal
by Ashwin Alankar, PhD
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.
by Ashwin Alankar, PhD, Myron Scholes, PhD
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.
by Nick Watson, CFA
by Hamish Chamberlayne, CFA
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.
by Jenna Barnard, CFA
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.
by Andy Acker, CFA
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.
by Tal Lomnitzer, CFA
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.
by Nick Maroutsos
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.
by Janus Henderson Emerging Market Equities Team
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.
by Valerie Azuelos
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.
by Ben Lofthouse
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.
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.
Nick Maroutsos, Co-Head of Global Bonds, considers the importance of understanding correlation in terms of achieving diversification.
by Richard Clode, CFA
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.
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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