LATEST INSIGHTS
Office isn’t the next retail
The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?
Office isn’t the next retail
The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?
Credit resilience but confusion surrounds longer-term inflation outlook
Jenna Barnard, Co-Head of Strategic Fixed Income, shares the Strategic Fixed Income Team’s current thoughts and views on bond markets, and addresses the most frequently asked question: is inflation on the rise?
COVID-19: Understanding the science & investment implications (Part 5)
A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.
Residential real estate: stay home, stay safe
Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team discuss how COVID-19 is impacting the rental residential sector from both a landlord and tenant perspective and the longer-term investment case for the sector.
The case for high yield bonds
Using a combination of eight charts and tables, corporate credit portfolio managers Seth Meyer and Tom Ross consider some of the potential risks and opportunities within the high yield sector of fixed income.
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At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions.
We call this ethos Knowledge Shared.
Technology for good: supporting the fight against COVID-19
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.
Global equities: a focus on high quality, resilient businesses
Given the COVID-19 pandemic, Portfolio Manager Gordon Mackay provides an update on the Global Equity Strategy, which seeks to invest in a portfolio of high quality, growing companies that have the resilience to weather unforeseen events.
COVID-19: Understanding the science & investment implications (Part 4)
A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.
Trading bonds during a time of ferocity and velocity
Neil Rayner, Head of US Fixed Income Trading, discusses bond liquidity and the challenge of trading in illiquid markets as the COVID-19 coronavirus spreads.
Bridging the gap: credit markets in the COVID crisis
Jenna Barnard and Nicholas Ware, Portfolio Managers in the Strategic Fixed Income Team, provide an update on the shape of the recovery in corporate bond markets following the virtual heart attack experienced in March.
COVID-19: Understanding the science & investment implications (Part 3)
A new video series from our healthcare team offers unique insight into the scientific and investment implications of the COVID-19 crisis.