Regional focus: Global

Tell tail signs: September 2019 – options markets still sniffing inflation

by Ashwin Alankar, Ph.D.

Just published

​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.

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Taking a balanced approach to investing in cancer therapy

​As immunotherapies are being developed to address some of the most common types of cancers globally, a number of biotechnology companies are focused on delivering targeted therapies for smaller subsets of the disease. Both approaches are worthy of investors’ consideration, say Portfolio Manager Andy Acker and Research Analysts Dan Lyons and Luyi Guo.

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Topical questions amid a more political economy

by Nick Maroutsos

2 weeks ago

​In this short question and answer session Nick Maroutsos, Co-Head of Global Bonds, looks at the macroeconomic landscape and how it is shaping their investment decision-making within the Absolute Return Income strategies.

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Growth slowing but precipitous drop unlikely

by Carmel Corbett Wellso

3 weeks ago
A new video, 'Growth slowing but precipitous drop unlikely', is now available on the blog.

Although the current economic expansion is ageing (bringing us nearer to a recession) leading indicators do not indicate a sharp contraction. What does that mean for equity investors? Director of Research Carmel Wellso explains.

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Under the microscope: pioneering companies changing lives

by Andy Acker, CFA

1 month ago

​Andy Acker, Portfolio Manager on the Global Life Sciences Team, seeks companies that are pioneering life-changing innovations. Here, he discusses the cutting-edge developments being made in the medical field by some of these companies.

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Limbo – how low can you go?

by Guy Barnard, CFA, Tim Gibson

1 month ago

​Guy Barnard and Tim Gibson, Co-Heads of the Janus Henderson Global Property Equities Team, discuss the implications of negative-yielding bonds on listed property stocks and highlight the importance of active management in this environment.

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Volatility warrants caution in US high yield

by Seth Meyer, CFA

1 month ago
In a period of falling interest rates, yield is valuable, and high yield therefore remains an attractive asset class. However, with increased interest rate volatility and uncertainty around economic growth, Portfolio Manager Seth Meyer says a cautious approach and a focus on strong company fundamentals are warranted.
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Life in the conflict zone

by Paul O'Connor

1 month ago

​Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the continuing trade war between China and the US, possible trade conflicts among other countries and how this has shaped his global outlook.

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Trade war tension: look past the noise to navigate uncertainty

by George P. Maris, CFA

1 month ago
Markets sold off sharply this week after a sudden escalation in the US-China trade war. George Maris, Co-Head of Equities – Americas, explains why the reaction was so severe and offers insight on how investors can navigate this period of uncertainty.
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Removal of the performance fee for certain funds

by 

2 months ago

Information about the removal of performance fees from four funds within the Janus Henderson Horizon Fund (SICAV), effective 1 July 2019.

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Process in action: this time is different?!

by Nick Watson, CFA

2 months ago

Nick Watson, a Fund Manager on the UK-based Multi-Asset Team, observes the hidden risks and relationships lurking in quality investment styles and the potential benefits of adding some complementary (but unloved) value styles to a UK portfolio.

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Quick view: ​Mid-cycle adjustment - one in a row

by Paul O'Connor

2 months ago

​Paul O'Connor, Head of the UK based Multi-Asset Team, examines the market's response to the Fed's first rate cut in over 10 years.

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Drug pricing reform shifts continue

by Andy Acker, CFA

2 months ago

Recently, the Trump administration abandoned plans to overhaul drug rebates in Medicare while a federal judge ruled against listing prescription drug prices in TV ads. But US drug reform is far from over, with implications for investors, says Portfolio Manager Andy Acker and Health Care Research Analysts Luyi Guo and Rich Carney.

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Dividend growth exceeding expectations

by Ben Lofthouse, CFA

2 months ago
In this video update Ben Lofthouse, Head of Global Equity Income, examines recent market performance, discusses where he sees opportunities and risks for investors, assesses the impact of Brexit and US-China trade discussions, and provides his outlook for the rest of 2019.
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Tell Tail Signs: July 2019 - Inflation signs holding up

by Ashwin Alankar, Ph.D.

2 months ago

​​Janus Henderson's US-based Adaptive Multi-Asset Solutions Team present their latest Tail Risk Report, using market prices to infer expected tail gains and losses for each asset class. In June, options pricing models showed signs of mild inflationary pressures; this is consistent with signals over the past two months.

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Global Sustainable Equity: news and opportunities (Q3 2019 update)

by Hamish Chamberlayne, CFA

2 months ago

​Hamish Chamberlayne, Portfolio Manager for the Janus Henderson Global Sustainable Equity strategy, discusses recent developments affecting the world of Sustainable & Responsible Investment (SRI).

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Global REITs: mid-year report card

by Guy Barnard, CFA, Tim Gibson

2 months ago

​Guy Barnard and Tim Gibson, Co-Heads of the Global Property Equities Team, provide a mid-year review on the performance of global REITs and their outlook for the rest of 2019.

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Convergence returns to the fore

by Jim Cielinski, CFA

2 months ago

​Jim Cielinski, Global Head of Fixed Income, provides his perspective on the recent slowdown in global growth and discusses the next steps for central banks.

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Globalisation: Sorry, Donald, it’s here to stay

by Jim Cielinski, CFA

2 months ago

Jim Cielinski, Global Head of Fixed Income, explains why globalisation is here to stay despite heightened populism.

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Asian Credit: where returns may actually match risk

by Nick Maroutsos

2 months 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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