KNOWLEDGE. SHARED
Global Fixed Income Compass
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Latest Insights
Subscribe for relevant insights delivered straight to your inbox
UK election: A Tory win might be good for UK equities, but just for Christmas Copy
What impact might a Tory victory have on UK assets? James de Bunsen, portfolio manager in Janus Henderson’s UK-based Multi-Asset team, gives some insight into his expectations for the upcoming UK general election and what might follow.
How And Where to Access Listed Property Amid Uncertainty
The impact of technology and disruption on the property sector is creating structural growth opportunities for this asset class, but investors need to stay active to access these and, at the same time, counter expected slower economic growth in 2020.
Adapting to Disruption in Real Estate
Rising uncertainty and slower growth in the global economy bodes well for global property equities, especially in sectors expected to benefit from the disruptive forces of technology and innovation globally.
China: Resilient Despite Challenges
A slowing economy, geopolitical adversity and a ratcheting down of global growth expectations have been the backdrop for the most of 2019, but there’s evidence China can weather the turmoil.
Finding Value in Fixed Income
Amid low yields and negative rates in developed markets, investors should increasingly add more portfolio exposure to Asian credit as they adapt fixed income allocations.
US-China opportunities – look beyond the trade war in 2020
The world’s two biggest trading nations continue to clash over trade, but does the domestic backdrop in China and the US provide any grounds for optimism?
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
Room to Grow? The Outlook for Equities Late in the Cycle
Portfolio Managers Marc Pinto and Jeremiah Buckley discuss equity opportunities in the late stages of the current economic cycle.
Bond and Equity Markets Sending Mixed Signals on Economic Outlook
John Pattullo, Co-Head of Strategic Fixed Income, provides insight on the chances of a soft or hard landing for the U.S. economy.
An evolving role for Asian dividend paying stocks
As investors realise the need to view market opportunities and allocate assets in a different way in today’s uncertain landscape, dividend paying stocks can offer an effective income play Striking the right balance between bond proxies and cyclical yield.
Subscribe for relevant insights delivered straight to your inbox
Roundtable Discussion: Navigating Low Rates and Political Upheaval
Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England talk candidly about how geopolitics and low interest rates are influencing the market.
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.
Will tech earnings strengthen in 2020?
Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team, review the sector’s performance year to date, and provide their views on what is in store for tech investors in the year ahead, including key risks and opportunities.