Regional focus: North America

The importance of being active: why passive exposure in high yield is not enough

by Brent Olson, Seth Meyer, CFA

2 weeks ago
​The US high yield market’s modest return in August obscured significant divergence of returns within the index. Portfolio Managers Seth Meyer and Brent Olson discuss why this dispersion demonstrates that opportunities exist in high yield, and why they believe active management is a key component of capitalising on those opportunities. ​
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Inflation risks in a distracted market

by Ashwin Alankar, Ph.D.

1 month ago

​The US inflation rate has remained stubbornly low. Still, Ashwin Alankar, Head of Global Asset Allocation, says a combination of factors is helping to set the stage for a potential inflationary shock.

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Let others’ mistakes be your opportunity

by Greg Kolb, CFA

1 month ago
Are investors missing out on an opportunity to invest in well-managed, financially well-capitalised companies at fundamentally cheap prices? Gregory Kolb, Chief Investment Officer at Perkins Investment Management*, underlines the importance of taking a comprehensive view of portfolio positioning at a time of slowing global growth.
 
*Perkins Investment Management is a subsidiary of Janus Henderson. 
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Attaching a price to bond market liquidity

by John Fujiwara

1 month ago

​Portfolio Manager John Fujiwara and Research Analyst Lucy Holden discuss how low yields and volatile markets reinforce the risk premium commanded to provide bond market liquidity.

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Tell Tail Signs: August 2019 - With the world distracted, options markets sniff signs of inflation

by Ashwin Alankar, Ph.D.

1 month ago

​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.

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Life in the conflict zone

by Paul O'Connor

1 month ago

​Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the continuing trade war between China and the US, possible trade conflicts among other countries and how this has shaped his global outlook.

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Trade war tension: look past the noise to navigate uncertainty

by George P. Maris, CFA

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

by Paul O'Connor

2 months ago

​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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Quick view: Fed turns a page, cuts rates

by Nick Maroutsos

2 months ago

​Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s first rate cut in more than a decade and what it means for investors.

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Digital technology: a revolution in customer engagement

by Jeremiah Buckley, CFA

2 months ago
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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Quick view: “An ounce of prevention”, interest rate cuts signalled by the Fed

by Oliver Blackbourn, CFA

2 months ago

​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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Tug of war: slowing growth versus easing monetary policy

The US Federal Reserve’s policy shifts have helped support markets in 2019. US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, share their views on the likelihood, timing and scale of any rate cuts in the coming months.

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US-China trade negotiations — another ceasefire

by Paul O'Connor

3 months ago

Paul O’Connor, Head of the UK-based Multi-Asset Team, shares his views on the meeting between the US and China at the G20 Summit in Osaka and explains why the ceasefire does not necessarily mean an end to the trade war.

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All shook up

by Jeremiah Buckley, CFA

3 months ago

​An unprecedented level of disruption has created compelling investment opportunities for those who know where to look, notes Jeremiah Buckley, Portfolio Manager on the Janus Henderson Balanced team.

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Fed serving up what the market is craving

by Jason England, Nick Maroutsos

3 months ago
In this video update, Co-Head of Global Bonds Nick Maroutsos and Fixed Income Portfolio Manager Jason England explain why they believe the US Federal Reserve (Fed) was correct not to cut rates at their latest meeting on Wednesday 19 June, and discuss which factors may justify a move lower in July.
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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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Do you remember the Great Financial Crisis?

by John Pattullo

3 months ago

​John Pattullo, Co-Head of Strategic Fixed Income, explains how after the failure of QE to generate any sustainable growth or inflation the dial has turned to various forms of fiscal policy. But as he argues, a successful formula has to combine fiscal and monetary policies with structural reform.

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US value: The case for defensive quality

by Alec Perkins, Ted Thome, CFA

4 months ago

Despite the recent long run from growth and momentum investing, mean reversion is inevitable. In this article, Ted Thome and Alec Perkins, Portfolio Managers at Perkins Investment Management*, consider the prospects for value, following a decade-long bull market for growth and momentum strategies, and outline how they think wary investors can best avoid the value trap.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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The booming US stock market … will it last?

by Greg Kolb, CFA

4 months ago

Knowing when and where to act is never easy, when it comes to investing, In this article, Gregory Kolb, Chief Investment Officer at Perkins Investment Management*, looks at the drivers driving the long US bull market, and considers the strategies that investors might use in a world where lower returns are perhaps more likely than in the recent past.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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China may have upper hand in escalating trade war with US

by Ashwin Alankar, Ph.D.

4 months ago
In this video, Dr Ashwin Alankar, Head of Global Asset Allocation, discusses why China may have patience on its side in its escalating trade war with the US.
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