PURSUE

INCOME

PURSUE

INCOME

Overcome uncertainty with flexible income solutions designed to strengthen the core of your portfolio.

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New Era, New Roadmap

Traditional lines in income investing have been blurred by historically low rates and a proliferation of new strategies. As a result, income investment strategies are stretching the risk boundaries of conventional income asset classes by utilizing increasingly complex and esoteric markets. We believe that portfolio income approaches, like other asset allocation constructs, should be firmly rooted in a risk-based framework focused on an investor’s goals.

New Era, New Roadmap Turnabout

Activating a Goals Based Income Strategy

We believe clients are best served with a multi faceted, goals based approach. The current environment requires forward looking investors to pursue a new level of due diligence for each destination of capital within their portfolio. Below, we outline how Defend, Diversify and Increase Income are being redefined with new considerations and roadmaps.

Activating a Goals Based Income Strategy

We believe clients are best served with a multi faceted, goals based approach. The current environment requires forward looking investors to pursue a new level of due diligence for each destination of capital within their portfolio. Below, we outline how Defend, Diversify and Increase Income are being redefined with new considerations and roadmaps.

Defend

Risk-managing, core fixed income

Dig Deeper

New Consideration: With most global sovereign bond rates below 1% or negative, traditional benchmarks with large, passive weightings to sovereign debt are no longer a bond investor’s North Star.

New Roadmap: Dig deeper into the defensive tool kit; understand new opportunities and trade offs within securitized, investment grade corporates, and both short and intermediate duration.

Diversify

Move beyond traditional benchmarks

A Brave New World

New Consideration: COVID-era volatility has been relentless in exacerbating the gaps and concentrations in portfolio allocations. There has been a decade’s worth of new dynamic income strategy launches, but COVID-19 and the Global Financial Crisis prove that no amount of innovation has escaped the fact that increased yield carries increased risk.

New Roadmap: Diversifying strategies are dynamic tools that can “re-risk” portfolio allocations, while offering a broader set of opportunities in the search for income. We believe investors need to focus on managers who combine years of experience with an active approach to investing to drive income, while remaining aware of pitfalls that may generate unintended risk.

Increase Income

High income opportunities

Expertise and Grit

New Consideration: A historical bull market in the riskiest – and highest-returning – financial markets was followed by a sell-off unprecedented in both speed and magnitude, creating once-in-a-lifetime opportunities alongside the potential for another drastic sell-off.

New Roadmap: With central bank rates remaining at historical lows, investors are seeking riskier investments with attractive yields to drive income in their portfolios. Opportunities in high yield bonds, and traditionally income-oriented equities, such as real estate, may be the right solution; provided investors partner with experienced managers that understand the nuances in these asset classes, and invest with discipline.

Janus Henderson Fixed Income

$70B

Fixed Income Assets

100+

Fixed Income Investment Professionals

5

Global Offices

21

Average Years of Industry Experience for Portfolio Managers

Janus Henderson Equities

$179B

Equity Assets

160+

Equity Investment Professionals

10

Global Offices

18

Average Years of Industry Experience for Portfolio Managers

As of 30 June 2020.

Global Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

Equity Perspectives

Insight from our equity teams to help clients navigate the markets and opportunities ahead.