Volatility warrants caution in US high yield

par Seth Meyer

il y a 2 semaines
In a period of falling interest rates, yield is valuable, and high yield therefore remains an attractive asset class. However, with increased interest rate volatility and uncertainty around economic growth, Portfolio Manager Seth Meyer says a cautious approach and a focus on strong company fundamentals are warranted.
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Trade war tension: look past the noise to navigate uncertainty

par George Maris

il y a 2 semaines
Markets sold off sharply this week after a sudden escalation in the US-China trade war. George Maris, Co-Head of Equities – Americas, explains why the reaction was so severe and offers insight on how investors can navigate this period of uncertainty.
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Process in action: this time is different?!

par Nick Watson

il y a 2 semaines

Nick Watson, a Fund Manager on the UK-based Multi-Asset Team, observes the hidden risks and relationships lurking in quality investment styles and the potential benefits of adding some complementary (but unloved) value styles to a UK portfolio.

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Quick view: ​Mid-cycle adjustment - one in a row

par Paul O'Connor

il y a 3 semaines

​Paul O'Connor, Head of the UK based Multi-Asset Team, examines the market's response to the Fed's first rate cut in over 10 years.

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Digital technology: a revolution in customer engagement

par Jeremiah Buckley

il y a 1 mois
Companies that have embraced technology to improve their productivity – and that of their customers – have a significant advantage over those companies that have stuck to their legacy business models and failed to innovate. In this video, portfolio manager Jeremiah Buckley explains why this differentiation between digital innovators and laggards creates opportunities for investors.
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Dividend growth exceeding expectations

par Ben Lofthouse

il y a 1 mois
In this video update Ben Lofthouse, Head of Global Equity Income, examines recent market performance, discusses where he sees opportunities and risks for investors, assesses the impact of Brexit and US-China trade discussions, and provides his outlook for the rest of 2019.
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Quick view: “An ounce of prevention”, interest rate cuts signalled by the Fed

par Oliver Blackbourn

il y a 1 mois

​Oliver Blackbourn, a Fund Manager on the UK-based Multi-Asset Team, discusses the strong likelihood that the FOMC will deliver a rate cut at their July meeting - and beyond.

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Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

par Paul O'Connor

il y a 1 mois

Paul O'Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the outlook for multi-asset investors in Q3 in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors. 

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Tout retourné

par Jeremiah Buckley

il y a 2 mois

Pour Jeremiah Buckley, gérant de portefeuille du fonds Janus Henderson Balanced, une vague sans précédent de ruptures technologiques a créé des opportunités d'investissement très intéressantes pour ceux qui savent où les chercher.

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Giving undue credit?

​Oliver Blackbourn & Jamie Sandells of the Janus Henderson UK-based Multi-Asset Team on the reported decrease in corporate credit quality and the impact on US IG corporate bond credit spreads.

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Brexit update: May's departure is a game changer

par Paul O'Connor

il y a 3 mois

​Paul O'Connor, Head of the UK-based Multi-Asset Team, on dead ends, game changers and the difficult choices faced by the incoming Conservative prime minister.

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Greed is Good?

par Nick Watson

il y a 3 mois
​Nick Watson, fund manager on the UK-based Janus Henderson Multi-Asset Team, argues that understanding a company's environmental, social and governance risks can be vital in enhancing clients' long term returns.
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Continued signs of momentum in US stocks

par Jeremiah Buckley

il y a 4 mois

​In this video update, Portfolio Manager Jeremiah Buckley says that, despite worries about a slowing economy, US companies could deliver growth a while longer.

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Reste-t-il une marge de progression sur les marchés actions américains ?

par Jeremiah Buckley

il y a 4 mois

Le gestionnaire Jeremiah Buckley, qui travaille avec Marc Pinto sur la stratégie équilibrée, présente une partie des thèmes d’investissement qui guident son optimisme prudent sur les perspectives des actions américaines. Il explique également la manière dont le fonds Janus Henderson Balanced Fund est construit pour refléter les changements de l’environnement de marché.

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Brexit quick view: No, no, no, no, no, no, no and no.

par Paul O'Connor

il y a 5 mois

​​Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, discusses the ongoing impasse within Parliament as MPs unsuccessfully attempt to narrow down approaches to Brexit.

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Quick view: Brexit end point remains unclear

par Ben Lofthouse

il y a 5 mois

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 7 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 7 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 7 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 7 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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