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A growing segment of BBB rated securities are priced to fall into the high yield market. In our view, this trend could create opportunities for investors who are willing to look across both the ratings spectrum and credit sectors, say Portfolio Managers Seth Meyer and Brent Olson
Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last minute plot twist emerging from the Brexit negotiations. Last Thursday’s announcement that the prime ministers of the UK and Ireland had found a potential “pathway” to a Brexit deal was a big surprise. The proclamation came just a few
Luke Newman, portfolio manager on the UK Absolute Return strategy, outlines positioning in light of the recent rotation in equity markets. He also discusses the importance of investing in highly liquid areas of the market.
In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines recent fund and market performance, discusses key factors the team consider as part of their investment process, highlights portfolio positioning and provides her outlook for the asset class.
David Smith, Fund Manager of Henderson High Income Trust, discusses where he sees the best opportunities for income seeking investors in the UK equity market, and he outlines his recent portfolio activity. David also explains how the Trust invests in resilience companies with strong cash flows to ensure consistent income for shareholders.
Nick Watson, a portfolio manager on Janus Henderson’s UK-based Multi-Asset team, argues that amid the gathering gloom around global growth, active managers are presented with a broadly positive environment for risk assets.
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In this video, Rebecca Young, Portfolio Manager within the Strategic Fixed Income team, explains why there is more than meets the eye in the US high yield market and discusses the teams approach to achieving ‘sensible income’.
Euroland September flash PMI results were disappointing but monetary trends continue to give a hopeful signal for economic prospects.
In this article, portfolio manager Aneet Chachra considers the benefits of a simple tactical allocation model based on trailing relative returns when looking at US vs emerging markets, and the importance of moving quickly when making investment decisions.
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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 a post quantitative easing (QE) world, central bank balance sheets in many countries have expanded to extreme levels, while many commentators have despaired that these balance sheets will never return to ‘normal’ levels again. Andrew Mulliner, Portfolio Manager Global Bonds, asks: just what is ‘normal’?
Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset team, discusses the Bank of England (BoE)’s decision to keep interest rates on hold despite a deteriorating economic backdrop.
