Latest videos

Strategic Fixed Income: early innings of a sovereign bond bull market?

by Jenna Barnard, CFA

1 month ago
Jenna Barnard, Co-Head of Strategic Fixed Income, shares her latest views on the bond markets; remaining bullish on duration and retaining a defensive stance in credit.
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Three key factors facing fixed income in 2019

by Nick Maroutsos

3 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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Flexibility in a low yield world

by Andrew Mulliner

4 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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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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Strategic Fixed Income: end of the cycle… are we there yet?
With the markets finally coming round to the idea of the late-cycle stage in the economies, John Pattullo and Jenna Barnard, Co-Heads of Strategic Fixed Income, share their thoughts on the subject, expanding on the risks and opportunities arising from this theme in 2019.
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How will ongoing interest rate divergence impact bond markets?

by Jenna Barnard, CFA

6 months ago
Jenna Barnard, Co-Head of Strategic Fixed Income, explains how the persistence of interest rate divergence remains central to the team’s thinking on the outlook for the bond markets.
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Strategic Fixed Income: concoction of stress factors

by John Pattullo

6 months ago
​An unhealthy concoction of factors are creating a classically late-cycle feel in the markets. John Pattullo, Co-Head of Strategic Fixed Income, simplifies the conundrums and shares his views.

(This video was recorded on Tuesday 9 October 2018).

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Currency catalysts

by Chris Diaz, CFA

6 months ago
​Chris Diaz, Co-Head of Global Bonds, sees opportunity for certain currencies to recover over the next three to 12 months on a likelihood that central banks will raise interest rates to control growth and inflation.

This video was recorded in early September 2018.
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Strategic Fixed Income — the turn of the global liquidity cycle

by Jenna Barnard, CFA

10 months ago
Jenna Barnard, Co-Head of Strategic Fixed Income, explains the team’s thinking on the bond markets, which revolves around the themes of interest rate divergence and US dollar strength.
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Strategic Fixed Income: disruptive technology and the bond angle

by Rebecca Young, CFA

12 months ago
Rebecca Young, Portfolio Manager within Strategic Fixed Income, highlights interesting start-up businesses that presented at a recent disruptive technology conference and explains why bond managers should take note. She also explains why disruption ties in to the team’s long term deflationary view.
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Strategic Fixed Income — let’s talk inflation

by Jenna Barnard, CFA

1 year ago
Ahead of the release of US inflation data tomorrow, Co-Head of Strategic Fixed Income, Jenna Barnard, discusses the markets’ fixation on a regime shift in inflation and the resulting impact on government bonds. The Strategic Fixed Income Team, however, see a different scenario playing out in the long term.
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Essentials: Strategic Fixed Income overview
In this ‘Essentials’ video, Co-Heads of the Strategic Fixed Income at Janus Henderson Investors, John Pattullo and Jenna Barnard, provide an overview of the team’s philosophy and approach to investments, while outlining the factors that differentiate their style from peers.
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Essentials: Emerging Market Credit Strategy in three minutes

by Steve Drew

1 year ago
Steve Drew, Head of Emerging Market Credit, introduces his strategy, highlighting the investment approach and philosophy, differentiators of the team’s investment style and why investors should consider an actively managed approach to investing in emerging market corporate bonds.
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The importance of secular growth stocks for US equity returns in 2018

by Marc Pinto, CFA

1 year ago
Portfolio manager, Marc Pinto, shares his views on what may be in store for US equity investors in 2018. As the markets become more driven by stock specifics, he believes a focus on secular growth companies that can thrive in different market conditions has the best potential to reward investors. Marc also discusses several of his favoured investment sectors for the year ahead.
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Strategic Fixed Income: more divergence and disruptions in 2018

by Jenna Barnard, CFA

1 year ago
Co-Head of Strategic Fixed Income, Jenna Barnard, looks back at 2017, while sharing her thoughts and views on the major themes likely to affect credit markets and the Strategic Fixed Income portfolios in the coming year.
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John Fujiwara: low volatility, low correlation environment to persist in 2018?

by John Fujiwara

1 year ago
John Fujiwara, Portfolio Manager for the Janus Henderson Global Diversified Risk Premia Strategy, gives his outlook for 2018. John discusses the rise in technical factors, how the current low volatility and low correlation environment impacts market positioning, and why the team’s models are turning positive on the commodity markets.
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Compelling yield opportunities in 2018 for equity income investors

by Alex Crooke

1 year ago
Alex Crooke, Head of Global Equity Income, believes that investors will focus more on valuations in 2018, rotating towards more cyclical areas of the markets, and that dividend yields remain compelling.
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Emerging market credit in 2018: don’t underestimate China

by Steve Drew

1 year ago
Steve Drew, Head of Emerging Market Credit, sees China’s ability to affect risk in markets not just as an Emerging Market (EM), but a global story. He explains why many of the key themes from past years are likely to dominate emerging markets again in 2018; however, the risks are now more balanced overall than this time last year.
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European equities in 2018: disruptors, enablers and political risk

​Tim Stevenson and James Ross, portfolio managers in the Janus Henderson Pan European Equities Team, provide their views on 2017 and their outlook for 2018. They discuss the benefits of owning ‘disruptors’ in the market, the political risks that still remain a threat and areas that look to be promising for the future.

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UK Absolute Return: continued uncertainty to create winners and losers in 2018

by Luke Newman

1 year ago

​Luke Newman, co-manager of the Janus Henderson UK Absolute Return strategy, gives his outlook for 2018. While there are a number of ‘green shoots’ worldwide, he explains this has not been a normal economic recovery and the uncertain environment should continue to produce opportunities for an equity long/short strategy.

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