Type: Irish Investment Company

Asian Credit: where returns may actually match risk

by Nick Maroutsos

2 weeks ago

​Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.

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The Fed’s decision: Steady rates today – but lower down the road?

by Nick Maroutsos

3 months ago

​Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s decision at its May policy meeting to keep rates steady and why the central bank’s next move could be a rate cut.

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Continued signs of momentum in US stocks

by Jeremiah Buckley, CFA

3 months ago

​In this video update, Portfolio Manager Jeremiah Buckley says that, despite worries about a slowing economy, US companies could deliver growth a while longer.

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Restricted area - the encroaching politicisation of central banks

by Nick Maroutsos

3 months ago

With central bank independence seeming to be under threat, Nick Maroutsos, Co-Head of Global Bonds at Janus Henderson Investors, explains that the distinction between central banks and politics is not clear cut.

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Maximising opportunities: the importance of correlation and diversification

by Nick Maroutsos

3 months ago

​Nick Maroutsos, Co-Head of Global Bonds, considers the importance of understanding correlation in terms of achieving diversification.

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Combatting bond market volatility with global diversification

by Nick Maroutsos

3 months ago

​Nick Maroutsos, Co-Head of Global Bonds, explains why it is important to focus on quality bonds in periods of potential bond market volatility.  

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The silver tsunami: can REITS help you ride the wave?

‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the fourth article in the series, Tim Gibson, Guy Barnard and Greg Kuhl discuss the issue of an ageing population and how REITs can provide a way to capitalise on this demographic trend.

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Current market conditions - what is the data telling us?

by Ashwin Alankar, Ph.D.

4 months ago
Ashwin Alankar, Head of Global Asset Allocation, believes that data can tell us a lot about what is going on in the marketplace. In this video, he discusses what current data may be indicating for the wider market.
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Equities: Understanding market volatility, part 2

by George P. Maris, CFA

5 months ago
In the second video of a two-part series on volatility, George Maris, Co-Head of Equities - Americas, discusses finding long-term value when short-term trends and rising rates disrupt markets.
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REITS – “What have you done for me lately?”

by Guy Barnard, CFA, Tim Gibson

5 months ago

​‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the third article in the series, Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss the recent performance of REITs and the diversification benefits they can provide.

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Three key factors facing fixed income in 2019

by Nick Maroutsos

6 months ago
Nick Maroutsos, Co-Head of Global Bonds, shares his views on fixed income markets, discussing factors such as US interest rates and liquidity in 2019, as well any changes to portfolio strategy in the coming year.
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The Long view: notes from the road in Taiwan

by Glen Finegan

6 months ago

The Janus Henderson Global Emerging Market Equities Team recently visited Taiwan, a country that has been a source of high-quality companies over the years. Here the team examines key findings, risks and opportunities from the trip.​

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US Equities: innovation and competitive advantages

by 

6 months ago
In this video update, Doug Rao, US equities portfolio manager, discusses the factors that he believes will shape the macro environment in 2019 and provides insight into the sustainable competitive advantages that he looks for in a company.
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Risks and opportunities in Agency MBS

by John Kerschner, CFA

6 months ago

​A number of factors are set to influence agency mortgage-backed securities (MBS) in 2019. John Kerschner, Head of US Securitized Products, discusses the market dynamics and the risks and opportunities on the horizon.

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Cracks in the Credit Cycle

​Portfolio Managers Darrell Watters and Mike Keough identify signs that the credit cycle has turned and highlight what to watch in the year ahead.

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Tail Risk Report: January 2019 - who will blink first - the Fed or the market?

by Ashwin Alankar, Ph.D.

6 months ago

​Janus Henderson’s US-based Multi-Asset Solutions Team present their latest tail risk report, using options market prices to infer expected tail gains and losses for each asset class. The options-implied signals are indicating a potential shift to a higher-risk, higher-volatility environment across bonds and equities. Both the expected tail loss and the expected tail gain implied by options prices have risen sharply.

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Equities: Understanding market volatility, part 1

by George P. Maris, CFA

6 months ago
In the first of two videos, George Maris, Co-Head of Equities - Americas, discusses the fundamental reasons for the return of market volatility and the potential opportunities created for bottom-up investors.
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Tail Risk Report: December 2018 – what will move?

by Ashwin Alankar, Ph.D.

7 months ago

​Janus Henderson’s US-based Multi-Asset Solutions Team present their latest tail risk report, using option market prices to infer expected tail gains and losses for each asset class.

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Tail Risk Report - we see softness ahead...

by Ashwin Alankar, Ph.D.

8 months ago

​Janus Henderson's US-based Multi-Asset Solutions Team presents their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class. This explains expected tail loss levels are moving towards their longer-term averages and the so-called “great moderation” may be a thing of the past.

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EM equities: Selective opportunities in less popular markets
Glen Finegan and Ian Tabberer, respectively Head of and Portfolio Manager on the Global Emerging Market Equities Team, believe that South Africa offers compelling long-term opportunities for investors focused on valuation.
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