Janus Henderson Blog
We believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared.
Bond Markets at Inflection Point as Economic Outlook Remains Unknown
Co-Head of Strategic Fixed Income Jenna Barnard explains why she feels bond markets are at a critical inflection point.
Value and Growth in the Current Market
Portfolio Manager Kevin Preloger discusses the implications for value investing in a market receiving mixed signals.
Brexit Update – Curb Your Enthusiasm
Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last-minute plot twist emerging from the Brexit negotiations.
When Evaluating Small-Cap Stocks, Capital Efficiency Is Key
Assessing a company’s ability to invest capital wisely is critical to evaluating the growth potential of small-cap stocks.
Quest for Yield Means Making Cash Work Harder
Portfolio Manager Dan Siluk discusses the challenges of generating positive yield amid falling rates and economic uncertainty.
As Bond Volatility Rises, Mortgage-Backed Securities May Provide Defensive Diversification
Portfolio Managers John Kerschner and Nick Childs discuss how MBS can provide diversification in volatile corporate and government bond markets.
Global Sector Views: Is the U.S. Headed for Recession?
As trade tensions potentially distort the economic outlook, investors should prepare for market volatility and focus on defensive growth companies.
Topical Questions Amid a More Political Economy
Nick Maroutsos, Co-Head of Global Bonds, discusses how the macroeconomic landscape is shaping his team’s investment decision-making.
Challenging Environment Calls for Defensive Approach in Equities
Portfolio Manager Justin Tugman says slowing growth and rising multiples are making for a difficult investment environment. In his opinion, equities remain attractive, but investors should consider a defensive approach.
Catching Falling Angels: Finding Opportunities in Crossover Credit
A growing segment of BBB rated securities are priced to fall into the high-yield market, which could present opportunities for high-yield investors.
Lower Rates Create Opportunities in Today’s Mortgage Market
Low mortgage rates have sparked a refinancing wave that could create opportunities for investors in mortgage-backed securities.
ECB: Super Mario Bros. 2 (Kitchen Sink Edition)
Andrew Mulliner, CFA, a Global Bonds Portfolio Manager, reflects on the European Central Bank’s decision to cut rates and bring back quantitative easing.