Latest videos

Flexibility in a low yield world

by Andrew Mulliner

1 day 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?

by Jenna Barnard, John Pattullo

2 weeks ago
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

1 month 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

2 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

2 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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Essentials: Total Return Bond Strategy

by Andrew Mulliner, Ryan Myerberg

4 months ago
In this ‘Essentials’ video, Andrew Mulliner and Ryan Myerberg, portfolio managers within Global Bonds, outline the key features of the Total Return Bond strategy, which benefits from a global, unconstrained and flexible approach to fixed income investing.
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Strategic Fixed Income — the turn of the global liquidity cycle

by Jenna Barnard

6 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

7 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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Bill Gross video: Where next? Interpreting latest data reads (April 2018)

by Bill Gross

8 months ago
In his latest monthly video, Bill Gross speaks to Bloomberg Surveillance about the latest US payroll figures, his prediction of the number of Fed rate hikes in 2018 and his views on the US trade deficit.
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Bill Gross video: Where next? Interpreting latest data reads (March 2018)

by Bill Gross

9 months ago
In this video, Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing the outlook for risk assets, the pace of US Federal Reserve rate hikes and the dilemma facing central banks.
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Strategic Fixed Income — let’s talk inflation

by Jenna Barnard

10 months 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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Bill Gross video: Where next? Interpreting latest data reads (February 2018)

by Bill Gross

10 months ago
In this video, Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing the factors likely to encourage the Fed to continue to hike rates, where real rates are heading and the shape of the yield curve.
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Bill Gross video: Where next? Interpreting latest data reads (January 2018)

by Bill Gross

11 months ago
In this video Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing factors dampening wage growth and other subjects such as the shape of the US yield curve and high yield valuations.
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Essentials: Strategic Fixed Income overview

by Jenna Barnard, John Pattullo

12 months ago
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

12 months 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

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

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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European equities: will 2018 see a change in market leadership?

by John Bennett

1 year ago
John Bennett, Head of the Janus Henderson Pan European Equities Team, provides his thoughts on European markets in 2017 and his expectations for a change in leadership as we move into 2018.
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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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