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.

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

Secured Credit Insight: European loans and ESG

Secured Credit Insight: European loans and ESG

With increasing investor interest in how asset managers manage Environmental, Social and Governance (ESG) issues rightly at the forefront of client focus, the European Secured Loans Team have analysed how ESG ‘compliant’ portfolios might compare with non-ESG portfolios in the European syndicated leveraged loan market.

What is ‘normal’?

What is ‘normal’?

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’?

Growth slowing but precipitous drop unlikely

Growth slowing but precipitous drop unlikely

Although the current economic expansion is ageing (bringing us nearer to a recession) leading indicators do not indicate a sharp contraction. What could that mean for equity investors? Director of Research Carmel Wellso explains.

The importance of being active: why passive exposure in high yield is not enough
Investment Team Perspectives

The importance of being active: why passive exposure in high yield is not enough

The US high yield market’s modest return in August obscured significant divergence of returns within the index. Portfolio Managers Seth Meyer and Brent Olson discuss why this dispersion demonstrates that opportunities exist in high yield, and why they believe active management is key to capitalising on those opportunities. The Bloomberg-Barclays US High Yield Index was

Secured Credit Insight: secured loans — the hidden benefit of negative rates

Secured Credit Insight: secured loans — the hidden benefit of negative rates

In this short view from the Secured Credit desk, Oliver Bardot, Associate Portfolio Manager within the Secured Loans Team, briefly outlines the distinctive aspects of the European and US loan markets, exploring the impact of negative interest rates in Europe on loan prices in this market.

Growth Slowing, but Precipitous Drop Unlikely
Quick Views Volatility

Growth Slowing, but Precipitous Drop Unlikely

Although the current economic expansion is aging, leading indicators do not indicate a sharp contraction.

What Knowledge Shared means for you

At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions. 

We call this ethos Knowledge Shared.

HGI_DNA_1

Selling volatility – is the juice still worth the squeeze?

Are investors being sufficiently compensated for taking asymmetric risk? In this article, portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, evaluate changing market conditions for equity volatility in the US and UK.

Don’t let the trade wars detract from Asia’s structural growth story

​Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the reasons why investors should be less preoccupied by the machinations of the trade war and instead focus on Asia’s long-term structural growth story, strong fundamentals and the diversification benefits that the region can add to a balanced portfolio.

Under the microscope: pioneering companies changing lives

Under the microscope: pioneering companies changing lives

​Andy Acker, Portfolio Manager on the Global Life Sciences Team, seeks companies that are pioneering life-changing innovations. Here, he discusses the cutting-edge developments being made in the medical field by some of these companies.

Subscribe for relevant insights delivered straight to your inbox

Let others’ mistakes be your opportunity

Let others’ mistakes be your opportunity

A colleague has an old Barron’s cartoon hanging in his office showing two large people, both smoking and one holding a mondo (extremely large) cola. The caption reads, “This whole damn healthcare system is a mess”. In their book Mistakes Were Made (but not by me), social psychologists Carol Tavris and Elliot Aronson give some fascinating

Trade wars, ESG and demographics in China: your questions answered

Trade wars, ESG and demographics in China: your questions answered

In this Q&A, May Ling Wee, China equities manager, responds to key concerns for investors in China, including the impact of trade friction, environmental, social and governance (ESG) factors as well as demographic issues. She also discusses how this is creating investment opportunities and favoured sectors.

Attaching a price to bond market liquidity

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.