by Nick Maroutsos
Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.
by Daniel Siluk, Nick Maroutsos
Nick Maroutsos and Daniel Siluk, Portfolio Managers on the Absolute Return Income Strategy, discuss the recent negative sentiment in global credit markets and remind us that not all credit is the same; sometimes it pays to delve more deeply into the reasons behind a particular rating.
Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s decision at its May policy meeting to keep rates steady and why the central bank’s next move could be a rate cut.
by Jeremiah Buckley, CFA
In this video update, Portfolio Manager Jeremiah Buckley says that, despite worries about a slowing economy, US companies could deliver growth a while longer.
With central bank independence seeming to be under threat, Nick Maroutsos, Co-Head of Global Bonds at Janus Henderson Investors, explains that the distinction between central banks and politics is not clear cut.
Nick Maroutsos, Co-Head of Global Bonds, explains why it is important to focus on quality bonds in periods of potential bond market volatility.
by Greg Kuhl, CFA, Guy Barnard, CFA, Tim Gibson
‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the fourth article in the series, Tim Gibson, Guy Barnard and Greg Kuhl discuss the issue of an ageing population and how REITs can provide a way to capitalise on this demographic trend.
by Ashwin Alankar, Ph.D.
by George P. Maris, CFA
by Guy Barnard, CFA, Tim Gibson
‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the third article in the series, Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss the recent performance of REITs and the diversification benefits they can provide.
by Glen Finegan
The Janus Henderson Global Emerging Market Equities Team recently visited Taiwan, a country that has been a source of high-quality companies over the years. Here the team examines key findings, risks and opportunities from the trip.
by John Kerschner, CFA
A number of factors are set to influence agency mortgage-backed securities (MBS) in 2019. John Kerschner, Head of US Securitized Products, discusses the market dynamics and the risks and opportunities on the horizon.
by Darrell Watters, Michael Keough
Portfolio Managers Darrell Watters and Mike Keough identify signs that the credit cycle has turned and highlight what to watch in the year ahead.
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. The options-implied signals are indicating a potential shift to a higher-risk, higher-volatility environment across bonds and equities. Both the expected tail loss and the expected tail gain implied by options prices have risen sharply.
Janus Henderson’s US-based Multi-Asset Solutions Team present their latest tail risk report, using option market prices to infer expected tail gains and losses for each asset class.
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.
by Glen Finegan, Ian Tabberer, CFA
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