Style: Revenu & croissance

Quick view: Brexit end point remains unclear

par Ben Lofthouse

il y a 1 semaine

Ben Lofthouse, Head of Global Equity Income, assesses last night’s vote on Brexit in the UK by members of Parliament.

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Quick view: Brexit - out with the old.

par Paul O'Connor

il y a 2 mois

Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, assesses how sometimes going backwards takes you further forward, as Prime Minister Theresa May secures a rare victory in parliament.

 
 
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Haut Rendement – Gérer un ralentissement

par Seth Meyer, Thomas Hanson, Tom Ross

il y a 2 mois

Promo : les gérants de portefeuille de crédit Tom Ross, Thomas Hanson et Seth Meyer mettent en lumière l'environnement actuel du Haut Rendement par rapport aux cycles de resserrement passés et pointent la dispersion comme un allié possible de l'investisseur actif.

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Themes in focus

par James Cielinski

il y a 2 mois
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
 
 
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Expect surprises! (Multi-Asset Perspectives, Q119)

par Paul O'Connor

il y a 3 mois

​Paul O'Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the economic runes as 2019 dawns in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors. 

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Fresh focus on fundamentals

par Jennifer James

il y a 3 mois
Jennifer James, Lead Analyst within the Emerging Markets (EM) Credit team, provides an overview of what is driving markets within EM. She explains why the oil price is often misunderstood, why a quieter political calendar in 2019 could see a fresh focus on fundamentals and the areas that the team is avoiding and favouring in the short term.
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Five years on: Janus Henderson Horizon Global High Yield Bond Fund

par Seth Meyer, Tom Ross

il y a 3 mois

​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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Perspectives on US high yield

par Seth Meyer

il y a 3 mois
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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Gestion obligataire : la flexibilité sera de rigueur en 2019

par Seth Meyer, Tom Ross

il y a 4 mois
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 4 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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Emerging markets credit: China’s response to deceleration to shape growth prospects in 2019

par Steve Drew

il y a 4 mois
Steve Drew, Head of Emerging Markets Credit, sees politics as a driver of risk sentiment in 2019 although at an economic level China’s policy response to deceleration and trade disputes will shape growth prospects.
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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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Quick view: Volatility strikes back

par Oliver Blackbourn, Paul O'Connor

il y a 5 mois

​Following a sharp sell-off in markets over recent days, Oliver Blackbourn, portfolio manager within the UK-based Multi-Asset Team led by Paul O'Connor, discusses the causes and implications of the recent volatility.

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Inversion du cycle de liquidité

par Tim Winstone

il y a 5 mois

Tim Winstone, gérant de portefeuilles de crédit, nous explique l'impact des banques centrales sur la liquidité des marchés obligataires et s'il y a lieu de s'inquiéter du retrait progressif de l'assouplissement quantitatif.

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

par James Cielinski

il y a 6 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 7 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 7 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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Debt build-up in debt collectors

par 

il y a 9 mois

​The Corporate Credit Team at Janus Henderson Investors looks at some of the factors that are encouraging them to be cautious towards companies operating in the debt collection sector.

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Global equity income: good dividend growth expectations

par Ben Lofthouse

il y a 9 mois

​Ben Lofthouse, Head of Global Equity Income, believes that, despite being in a rising interest rate environment, dividend growth expectations are good for 2018, buoyed by new tax legislation and the recovery in commodity prices.

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