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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BBB securities: a reach for yield with long-term repercussions?

BBB securities: a reach for yield with long-term repercussions?

As investors seek higher returns following a long period of very low rates, issuers are taking advantage by issuing longer-term debt for lower-rated securities, notably in the BBB sector. In this video, Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England discuss the risks presented by a large influx of BBB-rated securities.

Going global for income generation

Going global for income generation

Nick Maroutsos, Co-Head of Global Bonds, explains why – despite the Federal Reserve’s history of dovishness – higher interest rates are likely to stay in the US. He suggests bond investors need to react accordingly, potentially looking globally for the most attractive risk-adjusted income opportunities.

Navigating the drug pricing debate

Navigating the drug pricing debate

When the Trump administration introduced a ‘blueprint’ to lower drug prices in May, the pharmaceutical industry breathed a sigh of relief. Andy Acker and Ethan Lovell, Portfolio Managers of the Global Life Sciences strategy, discuss.

Why short duration now

Why short duration now

Members of the Janus Henderson Global Bonds Team explain why the return of positive real interest rates comes at a welcome time.

Positive impact stocks – Global Sustainable Equity

Positive impact stocks – Global Sustainable Equity

Hamish Chamberlayne, manager of the Janus Henderson Global Sustainable Equity Fund, explains his team’s approach to stock selection. This document introduces stocks favoured by the team, with an explanation of the positive environmental and/or social impact that has been identified for each company.

Essentials: the Emerging Market Credit Strategy in three minutes

Steve Drew, Head of Emerging Market Credit, introduces his strategy, highlighting the investment approach and philosophy, differentiators of the team’s investment style and why investors should consider an actively managed approach to investing in emerging market corporate bonds.

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Essentials: the Pan European Equity strategy in three minutes

In this ‘Essentials’ video, European equities manager Tim Stevenson provides a summary of the Henderson Horizon Pan European Equity strategy. He explains what differentiates the fund and explains where the opportunities currently lie within European equities.

Essentials: European value strategy in three minutes

​In this ‘Essentials’ video, Nick Sheridan outlines his value-focused European equities strategy, designed to identify larger European companies listed in, or operating in, core European markets. His differentiated process focuses on businesses with stable margins and high barriers to entry, and which he believes have been fundamentally mis-priced by the market. Nick covers:
• Value investing – the power of compounding
• Core Europe – uncovering opportunities in the region
• Quality stocks on a discount to book price
• Value in prospective growth

Essentials: the European equities strategy in three minutes (long/short)

Essentials: the European equities strategy in three minutes (long/short)

In this ‘Essentials’ video, John Bennett, Head of European Equities, provides an overview of his long / short European equities strategy. His style-agnostic approach focusses on cash-flow and valuation, and aims to generate a positive absolute return over the long term, whatever the market backdrop.

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Essentials: the European equities strategy in three minutes

Essentials: the European equities strategy in three minutes

In this ‘Essentials’ video, John Bennett, Head of European Equities, provides an overview of his European equities strategy. His style-agnostic approach focusses on cash-flow and valuation, and aims to outperform over a market cycle.