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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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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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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Emerging markets credit: China’s response to deceleration to shape growth prospects in 2019

par Steve Drew

il y a 1 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 2 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 2 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 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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Debt build-up in debt collectors

par 

il y a 6 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 6 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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De la convergence à la divergence

par 

il y a 6 mois

Les autres banques  centrales s'écartent-elles de la politique de resserrement de la Réserve Fédérale américaine ? Plusieurs gérants obligataires de Janus Henderson Investors évaluent les implications pour les marchés obligataires.

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Has market volatility impacted global dividend growth expectations?

par Ben Lofthouse

il y a 8 mois
In this video update Ben Lofthouse, Head of Global Equity Income, discusses the reasons behind the market rotation in a ‘fascinating’ Q1 2018, examines whether recent volatility has affected dividend growth expectations and provides his outlook for global equity income investors.
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Thoughts and bonds: navigating rising rates

​‘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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Essentials: a 'balanced' US equity and bond strategy

​This video provides an introduction to the actively managed US equity and fixed income strategy run by equity specialists Maco Pinto and Jeremiah Buckley, and fixed income experts Darrell Watters and Mayul Saigal.

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

par Bill Gross

il y a 9 mois
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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What now for global equity income investors?

par Ben Lofthouse

il y a 9 mois
In this video update Ben Lofthouse, Head of Global Equity Income, assesses markets from an income perspective, identifies where the team is finding the best opportunities and examines the outlook for dividend growth.
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