Five years on: Janus Henderson Horizon Global High Yield Bond Fund

par Seth Meyer, Tom Ross

il y a 3 jours

​The Janus Henderson Horizon Global High Yield Bond Fund reached its five year milestone on 19 November 2018. Discover what has been behind the strong performance in the fund and the managers' outlook for the near term

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Strategic Fixed Income: visible signs of a late-cycle world

par Jenna Barnard, John Pattullo

il y a 1 semaine
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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Perspectives on US high yield

par Seth Meyer

il y a 1 semaine
In this video, Portfolio Manager Seth Meyer discusses the US high-yield fixed income market, including how it has changed compared with ten years ago and the current health of fundamentals and technicals within the sector.
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Obligataire stratégique : est-ce déjà la fin du cycle ?

par Jenna Barnard, John Pattullo

il y a 3 semaines
Les marchés ont finalement intégré l’idée d'une fin de cycle dans leurs économies, et John Pattullo et Jenna Barnard, Co-responsables Obligataire stratégique, nous font part de leur réflexion sur le sujet et expliquent les risques et les opportunités qui découlent de ce thème  en 2019.

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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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Credit selection in a late-cycle environment

par Rebecca Young

il y a 1 mois

​Rebecca Young, Portfolio Manager within the Strategic Fixed Income team, shares her views on the topical issues in credit markets, explaining where she and the team see risks and opportunities. 

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Global markets offering attractive equity income opportunities

par Ben Lofthouse

il y a 1 mois
Ben Lofthouse, Head of Global Equity Income, believes that while disruptors threaten a number of established sectors, significant value opportunities exist, with many good-quality companies offering compelling dividend yields.
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Un approche flexible des marchés divergents

par James Cielinski

il y a 1 mois
Jim Cielinski, Global Head of Fixed Income, explique pourquoi, selon lui, une approche flexible de l’obligataire peut s'avérer précieuse sur des marchés divergents.
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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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Central bank watch: ECB quick view

par Thomas O'Mahony

il y a 2 mois

​Thomas O'Mahony, portfolio manager within the Global Bonds team at Janus Henderson Investors, gives his view on the latest policy meeting by the European Central Bank

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Quel sera l'impact des écarts de taux sur les marchés obligataires ?

par Jenna Barnard

il y a 2 mois
J. Barnard, co-Responsable Strategic Fixed Income, évoque un thème qui devrait dominer les perspectives des marchés obligataires développés au cours des années à venir.

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Europe’s value & income opportunity

par Ben Lofthouse

il y a 2 mois
In this video update Ben Lofthouse, Head of Global Equity Income (GEI), discusses the reasons behind the divergence in global equity markets, the impact this has had on equity income investors and where he sees value in the markets and opportunities for dividend growth.
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Quick view: market sell-off

par Andrew Jones, Jenna Barnard

il y a 2 mois

​With markets selling off sharply in recent days, Jenna Barnard from the Strategic Fixed Income team and Andy Jones from the Global Equity Income team give their views on the drivers and implications.

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Obligataire stratégique : un mélange de facteurs de stress

par John Pattullo

il y a 2 mois
Une combinaison peu saine de facteurs crée une sensation de fin de cycle sur les marchés. En cette période difficile pour les gérants obligataires, John Pattullo, co-responsable de l’obligataire stratégique, résume le sujet et partage son point de vue.

Cette vidéo a été enregistrée le 11 octobre 2018.

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Le marché du crédit à la croisée des chemins. Faut-il s'en inquiéter ?

par James Cielinski

il y a 3 mois
Jim Cielinski, Global Head of Fixed Income chez Janus Henderson Investors, analyse trois facteurs clés susceptibles de déterminer l'orientation des marchés du crédit.
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New Janus Henderson Global Dividend Index

par 

il y a 4 mois

​Download Edition 19 of the Janus Henderson Global Dividend Index report for more insights and dividend trends from around the world.

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Un canari dans la mine de charbon

par Hartej Singh

il y a 4 mois

Hartej Singh, gérant de portefeuille, explique ce que les augmentations sectorielles de l'offre et les pondérations de l'indice ont impliqué par le passé et pourquoi cela les conduit à agir avec prudence sur les obligations du secteur de la technologie, de l'immobilier et de la santé.

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Thoughts and bonds: dealing with divergence

​‘Thoughts and bonds’ provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team, where they share their insights on potential investment risks and opportunities.

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Investing amid the noise of trade wars

par Ben Lofthouse

il y a 5 mois
Ben Lofthouse, Head of Global Equity Income at Janus Henderson, explains that diversifying among sectors, regions and currencies is crucial in order to weather the storm of trade wars.
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Beyond politics: global opportunities in equity income

par Ben Lofthouse

il y a 5 mois
With political wrangling influencing expectations, Ben Lofthouse, Head of Global Equity Income, discusses its effect on various sectors and investing styles in a short video update. Ben interprets the impacts to dividend-paying stocks and where his team continues to see opportunities.
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