Market GPS
Investment Outlook 2020
What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.
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Tell Tail Signs: November 2019 – Don’t bet on recession or disinflation
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.
Finding value in bonds amid negative rates
Jim Cielinski, Global Head of Fixed Income, provides his perspective on key macroeconomic factors driving fixed income markets.
Generating returns in a low rate environment
In this round-table discussion, Nick Maroutsos, Dan Siluk and Jason England, portfolio managers on the Absolute Return Income strategy, talk candidly about matters affecting markets and how these are influencing their investment decisions.
A hawkish rate cut
A pause after October’s rate cut in the US may make sense in the short term, but greater accommodation may be necessary over the long haul.
High yield: blurred lines in valuations create opportunities
In this video update, Tom Ross, corporate credit portfolio manager, looks at conditions in the high yield bond market, exploring how technical conditions, dispersion among credits and blurred lines in valuations are creating opportunities.
The role of bonds in a negative rate world
Despite the ultra-low interest rate environment, Jim Cielinski, Global Head of Fixed Income, discusses bond’s role as a diversifier in a broad portfolio.
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The perceived lunacy of negative yields
John Pattullo, Co-Head of Strategic Fixed Income, explores the phenomenon of negative-yielding bonds; how they came about, why anyone might buy them and whether they are here to stay.
Investment roundtable: Views on the global economic outlook
Our senior global bond portfolio managers respond to common investor questions on the global economic outlook.
Podcast: the evolution of strategic fixed income investing
John Pattullo, Co Head of Strategic Fixed Income, in conversation Richard Philbin, CIO of Wellian Investment Solutions
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Topical questions amid a more political economy
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.
Attaching a price to bond market liquidity
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.
Tell Tail Signs: August 2019 – With the world distracted, options markets sniff signs of inflation
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.