LATEST INSIGHTS
What just happened in the oil market?
Mathew Kaleel, Portfolio Manager, Diversified Alternatives, outlines the confluence of events that caused a major global oil benchmark to trade below zero for the first time in history.
What just happened in the oil market?
Mathew Kaleel, Portfolio Manager, Diversified Alternatives, outlines the confluence of events that caused a major global oil benchmark to trade below zero for the first time in history.
Keep a close eye on the real economy
Why financial markets should ultimately be focused on the outlook for households in consumption driven economies like the US.
Welcome to the New Fed
Global Head of Fixed Income Jim Cielinski and Head of US Fixed Income Greg Wilensky outline why new policy actions make it clear that the US Federal Reserve has entered new territory in its commitment to supporting financial markets.
Managing Liquidity Within Fixed Income – Your Questions Answered
Jim Cielinski, Global Head of Fixed Income, answers some of the common questions we have received about liquidity within fixed income markets and how we have approached trading and portfolio positioning.
COVID-19: Research beyond the headlines
Carmel Wellso, Director of Research, examines the implications of the COVID-19 pandemic on financial markets and discusses what Janus Henderson’s team of analysts from around the world are evaluating, including long-term behavioural changes.
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.
Unconventional Monetary Policy in Australia: Not If, but When
Dan Siluk explains why a slowing economy and limited ability to lower interest rates may force the RBA to resort to unconventional monetary policy.
EM equities: less popular markets offer long-term opportunities
Glen Finegan, Head of Global Emerging Market Equities, believes that less popular markets such as South Africa offer better value than many Asian opportunities.
The alternative view – storing cash
Aneet Chachra and Steve Cain, Portfolio Managers within the Diversified Alternatives team at Janus Henderson, look at the maturity profiles on Treasuries compared with their ‘risk of loss’ history to reach conclusions about where value might lie within shorter maturities.
EM equities: notes from the road in China
Stephen Deane, Portfolio Manager on the Janus Henderson Global Emerging Market (GEM) Equities Team, recently visited China. Within this article and video Stephen shares his observations on the companies he met, as well the broader opportunities, risks and culture he experienced on the trip.
How much gold?
Gold and sovereign bonds are typically the only assets that rise in value during periods of chaos, but at what point does holding gold become detrimental to the performance of a well-diversified portfolio? In this article, fund managers Aneet Chachra and Steve Cain from the Diversified Alternatives team at Janus Henderson explore the value of gold as a hedge against stock drawdowns, particularly for non-US investors, and discuss different ways for investors to start thinking about their own exposure.