Global REITs: mid-year report card

​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

5 days 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

6 days 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

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6 days 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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High yield bond: pushing boundaries

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1 week ago

​The dovish tilt to global monetary policy should be supportive of asset prices in the near term but portfolio managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high yield bonds.

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Downturn implications and a reconvergence of rates

by Jenna Barnard, CFA

1 week ago

​Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.

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Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

by Paul O'Connor

1 week ago

Paul O'Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the outlook for multi-asset investors in Q3 in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors. 

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Investment themes that matter - Market GPS discussion
In this video, Co-Head of Equities Alex Crooke, Global Head of Fixed Income Jim Cielinski and Global Head of Multi-Asset and Alternatives Michael Ho explore the key themes shaping the investment landscape for the second half of 2019. Aligning with the Janus Henderson Mid-Year Market GPS outlooks, the discussion assesses potential impacts and opportunities for investors in the months ahead.
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Keeping perspective: growth and value stocks

by George P. Maris, CFA

2 weeks ago

​Witnessing the extended run of outperformance by growth stocks over the past decade, investors may be led to believe the present will repeat itself in the future. George Maris, Co-Head of Equities – Americas, urges investors to focus on fundamentals and consider opportunities that exist in both growth and value stocks. 

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​Global equities: a disciplined approach to market uncertainty

by Steve Weeple

3 weeks ago

​In this Q&A, Portfolio Manager Steve Weeple discusses why the Janus Henderson Global Equities Team avoids trying to predict economic and political cycles or market sentiment. Instead they take a disciplined, long-term approach, seeking to invest in a portfolio of high-quality, growing companies that have the resilience to weather unforeseen events.

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Libra: the hype vs the reality

by Alison Porter

3 weeks ago

​Alison Porter, portfolio manager in the UK-based Global Technology Team, discusses Facebook’s  venture into digital payments via Libra, the significance of this for cryptocurrencies and its implications for investors.

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Tell Tail Signs: June 2019 - Signs of inflation continue...

by Ashwin Alankar, Ph.D.

1 month ago

​Janus Henderson’s US-based 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 May, signals continued to forewarn that inflation may not be dead.

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Mid-year Market GPS

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1 month ago

​As a follow up to our annual Market GPS outlook, here we revisit the themes with the potential to reshape the investment landscape. How have the themes played out so far this year, where do they go from here and what else should be on investors’ radar?

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Giving undue credit?

​Oliver Blackbourn & Jamie Sandells of the Janus Henderson UK-based Multi-Asset Team on the reported decrease in corporate credit quality and the impact on US IG corporate bond credit spreads.

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Do you remember the Great Financial Crisis?

by John Pattullo

1 month ago

​John Pattullo, Co-Head of Strategic Fixed Income, explains how after the failure of QE to generate any sustainable growth or inflation the dial has turned to various forms of fiscal policy. But as he argues, a successful formula has to combine fiscal and monetary policies with structural reform.

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A change of flow in global water

by George Crowdy, CFA

1 month ago
George Crowdy, an Investment Manager within the Global Sustainable and Responsible Investment (SRI) Team headed by Hamish Chamberlayne, examines the challenges of providing a safe and reliable water supply but identifies how better and increased use of data and technology provides reason for optimism.
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Breaking down plastic pollution: Part II

by Hamish Chamberlayne, CFA

1 month ago

Hamish Chamberlayne, Head of SRI, follows up on the impact of a slew of new legislation that aims to reduce the irresponsible use of plastic and the opportunities for 'early responders' to new consumer demand to cut waste.

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Dovish central banks extend cycle: higher corporate credit allocation may be warranted

by Mayur Saigal

2 months ago
Portfolio Manager Mayur Saigal discusses the fixed income landscape and why a higher allocation to corporate credit may be warranted today versus 2018.
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Tell Tail Signs: April 2019 – Finally, some signs of inflation…

by Ashwin Alankar, Ph.D.

2 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. In April, the options-based market signals finally started to show signs of inflation and the upward trend of expected inflation continues to rise.

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Options imply US may struggle to win trade war with China

Chinese President Xi Jinping has more tools at his disposal to deal with the potential negative effects of trade tariffs than his American counterpart Donald Trump, say Myron Scholes and Ash Alankar of the Janus Henderson Adaptive Asset Allocation Team.

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