MULTI-ASSET

WHY CHOOSE US

Janus Henderson Multi-Asset includes teams in the UK and the US. In the UK, we have asset allocation specialists, traditional multi-manager investors and those focused on alternative asset classes, In the US, our teams manage US and global asset allocation strategies.

CAPABILITIES

Asset Allocation

The relationship between risk and reward is central to the Multi-Asset team’s thinking. They are responsible for managing portfolios comprised of different asset classes, usually via investment in third party funds and investment vehicles but in some cases through direct holdings. Over the years, they have honed their skills in following asset classes, using a combination of proprietary models that digest and interpret market, economic, and technical data. This is then overlaid with their own qualitative views on the markets and their assessment of funds and external managers.

LATEST FIXED INCOME INSIGHTS

Quick view: Mid-cycle adjustment – one in a row

September 6, 2019

Paul O’Connor, Head of the UK based Multi-Asset Team, examines the market’s response to the Fed’s first rate cut in over 10 years. As expected, the US Federal Reserve (Fed) cut interest rates for the first time in over 10 years. Given that the 25bps reduction appeared to be fully priced into markets before the

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Process in action: this time is different?

September 6, 2019

Nick Watson, a Fund Manager on the UK-based Multi-Asset Team, observes the hidden risks and relationships lurking in quality investment styles and the potential benefits of adding some complementary (but unloved) value styles to a UK portfolio. All fund selectors can think of pure ‘stock pickers’, those portfolio managers (PMs) who are fixated on fundamental

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Paul O'Connor | Janus Henderson Investors

Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

July 8, 2019

Paul O’Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the outlook for multi-asset investors in Q3 in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors.

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In-depth feature

Test tubes | Navigating the drug pricing debate | Janus henderson Investors

Navigating the drug pricing debate

August 3, 2018 | Comments Off on 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.

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