Global Perspectives

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.

Fixed Income Perspectives

Quarterly insight from our fixed income team to help clients navigate the markets and opportunities ahead.

Alternative Perspectives

Quarterly insight from our diversified alternatives team to help clients navigate the markets and opportunities ahead.

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After the Virus: A Binary World

After the Virus: A Binary World

As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward.

Finding value in the Covid-19 crisis – an ABS view

Finding value in the Covid-19 crisis – an ABS view

Colin Fleury, Head of Secured Credit, London; Denis Struc and Ian Bettney, portfolio managers within the Secured Credit Team, discuss the merits of an allocation to asset‑backed securities (ABS) within diverse multi‑sector credit portfolios.

Equity’s response to the COVID-19 pandemic: proceed with caution

Equity’s response to the COVID-19 pandemic: proceed with caution

Citing downward earnings revisions and bearish signals gleaned from options markets, Head of Global Asset Allocation, Ashwin Alankar expresses concern that the recent rally in risk assets ignores potential headwinds facing the US economy due to lower consumption.

COVID-19: Understanding the science & investment implications (Part 5)

COVID-19: Understanding the science & investment implications (Part 5)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

Global equity market neutral: tools of the trade

Global equity market neutral: tools of the trade

The coronavirus pandemic has challenged many accepted paradigms within the investment world. In this article Steve Johnstone, Portfolio Manager, outlines some of the tools that a flexible global equity market neutral strategy can deploy to try and generate performance in all market environments.

After the crisis: finding long-term value in US small cap stocks

After the crisis: finding long-term value in US small cap stocks

Portfolio Manager Justin Tugman discusses factors to consider when seeking small cap stocks that can not only survive the COVID-19 crisis but could potentially deliver value over the long term.

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Global equities: a focus on high quality, resilient businesses

Given the COVID-19 pandemic, Portfolio Manager Gordon Mackay provides an update on the Global Equity Strategy, which seeks to invest in a portfolio of high quality, growing companies that have the resilience to weather unforeseen events.

COVID-19: Understanding the science & investment implications (Part 4)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

Tell Tail Signs Q2 2020 – The Post-Crisis Recovery: V or a W?

Tell Tail Signs Q2 2020 – The Post-Crisis Recovery: V or a W?

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.

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Finding value in the Covid-19 crisis — a secured loans view

Finding value in the Covid-19 crisis — a secured loans view

Elissa Johnson, Portfolio Manager and secured loans specialist within the Secured Credit Team, examines developments in the leveraged finance markets since the extent of the Covid-19 crisis became apparent in March.

Trading bonds during a time of ferocity and velocity

Trading bonds during a time of ferocity and velocity

Neil Rayner, Head of US Fixed Income Trading, discusses bond liquidity and the challenge of trading in illiquid markets as the COVID-19 coronavirus spreads.

COVID-19: Understanding the science & investment implications (Part 3)

COVID-19: Understanding the science & investment implications (Part 3)

A new video series from our healthcare team offers unique insight into the scientific and investment implications of the COVID-19 crisis.