Type: SICAV

High yield - navigating a slowdown

​Credit managers Tom Ross, Thomas Hanson and Seth Meyer contrast the current backdrop for high yield with previous tightening cycles, indicating that dispersion can be the friend of the active investor.

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Inflation: is that it?

by John Pattullo

5 months ago
John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors, which in his opinion, indicate that current inflation is much more cyclical than structural.
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Global equities: Avoid short-term market ‘noise’

by Steve Weeple

5 months ago
In this short video update, Portfolio Manager Steve Weeple explains why the UK-based Global Equities Team seeks to remove the harmful influence of short-term distractions and pressures. Instead, their focus is on high-quality and growing companies that are benefiting from long-term secular trends.
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Quick view: Brexit vote

by Ben Lofthouse, CFA

5 months ago

​Ben Lofthouse, Head of Global Equity Income, provides his thoughts on the vote on Brexit by members of Parliament and the impact of the uncertainty that surrounds the UK’s future relationship with the European Union.  

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Equity moves, fund flows and fear

by Aneet Chachra, CFA

5 months ago

Aneet Chachra, portfolio manager within the Alternatives team, asks whether fund flows affect equity prices.

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Global Natural Resources: the silver lining of a downturn

by David Whitten

6 months ago

​David Whitten, Head of Global Natural Resources, explains how discipline through the downturn in commodities has left natural resource companies leaner, more efficient and ultimately more profitable.

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Fresh focus on fundamentals

by Jennifer James

6 months ago
Jennifer James, Lead Analyst within the Emerging Markets (EM) Credit team, provides an overview of what is driving markets within EM. She explains why the oil price is often misunderstood, why a quieter political calendar in 2019 could see a fresh focus on fundamentals and the areas that the team is avoiding and favouring in the short term.
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Five years on: Janus Henderson Horizon Global High Yield Bond Fund

by Seth Meyer, CFA, Tom Ross, CFA

6 months ago

​The Janus Henderson Horizon Global High Yield Bond Fund reached its five year milestone on 19 November 2018. Discover what has been behind the strong performance in the fund and the managers' outlook for the near term

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QE is dead, long live enhanced forward guidance and reinvestments

by Andrew Mulliner, CFA

6 months ago

​Andrew Mulliner, portfolio manager within the Global Bonds team, reveals an inconsistency within the European Central Bank’s decision to end quantitative easing.

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Flexibility in a low yield world

by Andrew Mulliner, CFA

6 months ago
Andrew Mulliner, Portfolio Manager within Global Bonds shares his views on where we are in the economic cycle, pointing out that the rising rates environment is not a global phenomenon.
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European video outlook: investor positioning will matter in 2019

by John Bennett

6 months ago
Is it a good time to look at Europe for bargains? In this video, John Bennett, Director of European Equities at Janus Henderson, considers the case for active management in Europe in 2019. He also discusses why he thinks investors should remember the importance of ‘quaint’, old-fashioned metrics like valuation, cash flow and balance sheets.
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Strategic Fixed Income: visible signs of a late-cycle world
A concoction of elements all point to the fact that the global economy is now definitively in the late-cycle stage, while narrative fallacies flourish in the markets. 
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Perspectives on US high yield

by Seth Meyer, CFA

6 months ago
In this video, Portfolio Manager Seth Meyer discusses the US high-yield fixed income market, including how it has changed compared with ten years ago and the current health of fundamentals and technicals within the sector.
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Is Europe an undervalued prospect for long-term growth?

by Jamie Ross, CFA, Tim Stevenson

6 months ago

​Tim Stevenson and James Ross, Co-Managers on the Janus Henderson Horizon Pan European Equity Fund, reflect on the prospects for European equities in 2019, at a time of political uncertainty and slowing economic growth. Tim addresses his upcoming retirement, while James looks at the fund’s strategic positioning, in the search for high-quality/high-return businesses capable of generating higher returns in future.

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Global equities: growth or value?

by Gordon Mackay

7 months ago
In this video update, Portfolio Manager Gordon Mackay discusses whether the Global Equities Team have been concerned by rising volatility and, with the ongoing debate of value versus growth, how the strategy they manage is positioned in terms of style. 
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Quick view: China/US trade war truce

by Charlie Awdry, CFA

7 months ago

​After talks at the G20 summit in Argentina last weekend brought a temporary truce in the China/US trade wars, Charlie Awdry, China equities portfolio manager, provides an update.

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Perspectives on the credit cycle

by Tom Ross, CFA

7 months ago
Tom Ross, credit portfolio manager, discusses what the end of the credit cycle might look like. He looks at opportunities amid spread widening, the potential risk of BBB downgrades and how the rise of dispersion is affecting different sectors and individual credits.
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Tech market sell-off: the bigger picture

In this article, Alison Porter, Richard Clode and Graeme Clark, portfolio managers in the Janus Henderson Global Technology Team, explain what has driven the recent correction in the technology market and how this recent volatility affects the team’s positioning going forward.

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Is Europe playing tortoise to the hare?

by John Bennett

7 months ago
European equities manager John Bennett gives his thoughts on a potential change in market leadership, following a lengthy period of outperformance for smaller and mid-sized growth stocks. He also considers the prospects for better performance from good quality European names that have been unfairly hit by negative market sentiment.
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Technology: disruption at a deeper level in 2019?
US/China trade friction is symptomatic of a deeper confrontation that has technology at its core, say Richard Clode, Alison Porter and Graeme Clark, Global Technology Portfolio Managers. The pathway to a denouement and the direction of the yield curve should shape global technology equity markets in 2019.
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