BBB securities: a reach for yield with long-term repercussions?

par Daniel Siluk, Jason England, Nick Maroutsos

il y a 3 semaines
As investors seek higher returns following a long period of very low rates, issuers are taking advantage by issuing longer-term debt for lower-rated securities, notably in the BBB sector. In this video, Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England discuss the risks presented by a large influx of BBB-rated securities.
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Tail Risk Report - we see softness ahead...

par Ashwin Alankar

il y a 3 semaines

​Janus Henderson's US-based Multi-Asset Solutions Team presents their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class. This explains expected tail loss levels are moving towards their longer-term averages and the so-called “great moderation” may be a thing of the past.

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EM equities: Selective opportunities in less popular markets

par Glen Finegan, Ian Tabberer

il y a 3 semaines
Glen Finegan and Ian Tabberer, respectively Head of and Portfolio Manager on the Global Emerging Market Equities Team, believe that South Africa offers compelling long-term opportunities for investors focused on valuation.
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Innovation dans la santé : un secteur dans une position idéale ?

par Andy Acker, Ethan Lovell

il y a 3 semaines
Résumé : le secteur de la santé connaît une innovation rapide, une tendance qui, selon Andy Acker, Gérant de l'équipe Global Life Sciences, va certainement perdurer en 2019 et pourrait bénéficier aux investisseurs.
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Actions américaines : restons concentrés sur la croissance séculaire

par Doug Rao

il y a 3 semaines
Avec la hausse des taux d'intérêt et des pressions inflationnistes, le gérant de portefeuille Doug Rao affirme qu'il devient d'autant plus important de se concentrer sur les sociétés bénéficiant de facteurs favorables séculaires, d'un pouvoir de fixation des prix et d'avantages compétitifs.
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Gestion obligataire : la flexibilité sera de rigueur en 2019

par Seth Meyer, Tom Ross

il y a 3 semaines
Alors que la Réserve fédérale américaine risque de procéder à un resserrement beaucoup trop agressif, et que les cycles économiques et du crédit continuent de progresser, les gérants de portefeuilles obligataires Seth Meyer et Tom Ross insistent sur l'importance d’avoir une approche humble par rapport aux obligations, où le capital peut être alloué de façon dynamique aux opportunités ajustées du risque les plus solides et ce, qu’elle que soit la classe d'actifs.
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Global bonds: relative value in rates and currency on our radar in 2019

par Christopher Diaz

il y a 1 mois

In these later stages of the credit cycle, Chris Diaz, Co-Head of Global Bonds, expects relative value trades in rates and currency to offer an attractive and defensive opportunity set in 2019.

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Drug pricing reform continues

par Andy Acker, Ethan Lovell

il y a 1 mois

​Portfolio Manager Ethan Lovell discusses a new proposal to overhaul drug pricing in Medicare Part B and what it could mean for drug manufacturers.

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Smart devices in diabetes: improving clinical outcomes and enhancing lifestyle

par Andy Acker, Ethan Lovell

il y a 1 mois
Janus Henderson Client Portfolio Manager and type 1 diabetic Jen Nichols describes how new smart medical technology has helped her to train for and compete in ultra-marathons. Global Life Sciences Portfolio Manager Ethan Lovell discusses the opportunities that breakthrough medical devices present to investors.
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Thoughts and bonds: the beginning of the end

​‘Thoughts and bonds’ is a quarterly view and outlook for the fixed income markets from several fixed income managers who share their insights on potential investment risks and opportunities.

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Tail Risk Report: October 2018 – steady as you go…but stay vigilant

par Ashwin Alankar

il y a 2 mois

​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. Current tail-based sharpe ratios show no signs of a slowdown in economic activity despite continuing talk of ‘late-cycle risk’ and ‘recession and inverted yield curves’.

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Mouvements disruptifs : la thérapie génique offre un espoir rare

par Andy Acker, Ethan Lovell

il y a 2 mois
Notre compréhension des causes génétiques de la maladie a atteint un stade critique, nous permettant quasiment de développer des traitements curatifs fonctionnels pour un grand nombre de maladies génétiques rares, déclare Andy Acker, co-gérant du fonds Janus Henderson Global Life Sciences.
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Currents of disruption: gene therapy offers rare hope

par Andy Acker, Ethan Lovell

il y a 2 mois
Our understanding of the genetic causes of disease has reached a critical stage, putting us on the cusp of being able to develop functional cures for a large number of rare genetic disorders, says Global Life Sciences Co-Portfolio Manager, Andy Acker.
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For long-term investors, market volatility can create points of entry

par George Maris

il y a 2 mois
​George Maris, Co-Head of Equities – Americas, discusses the recent sell-off in US equities and what it means for investors.
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The sell-off culprit: real rates

par Ashwin Alankar

il y a 2 mois

​Global Head of Asset Allocation, Dr Ash Alankar, explains why real rates are behind recent bond and stock market volatility.

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A note on the recent sell-off in longer-dated US Treasuries

par Christopher Diaz

il y a 2 mois

​Chris Diaz, Co-Head of Global Bonds at Janus Henderson, discusses the implications of the recent sell-off in US Treasuries.

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Currents of disruption: rise of the drones provides tailwind for component makers

par Brad Slingerland, Denny Fish

il y a 3 mois

​Drones are quickly expanding beyond their traditional strongholds of the hobbyist and the military, with new applications creating a beneficial environment for component suppliers, say Brad Slingerlend and Denny Fish, co-portfolio managers of the US-based Janus Henderson Global Technology strategy.

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Real rates matter more than inversion

par Ashwin Alankar, Myron Scholes, PhD

il y a 3 mois

​An inverted US yield curve, with short-term interest rates higher than long-term ones, is seen as a recession warning. Janus Henderson’s Myron Scholes, Chief Investment Strategist, and Ash Alankar, Head of Global Asset Allocation, argue that monetary policymakers should worry more about the excess of yields over inflation.

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Tail Risk Report: September 2018 - Steady as you go

par Ashwin Alankar

il y a 3 mois

​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. Current tail-based sharpe ratios suggest that, in general, the level of expected upside to downside for equities remains in line with historic averages, while inflation-sensitive assets sit at an average level of attractiveness.

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Jittery investors feel butterflies as divergence replaces central bank put

par Ashwin Alankar

il y a 3 mois

​Ash Alankar, Head of Global Asset Allocation at Janus Henderson, believes that as central banks begin to step back other forces are stepping up, making markets more multidimensional.

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