Seth Meyer, CFA

Portfolio Manager
Seth Meyer, CFA | Janus Henderson Investors

Seth Meyer è un Portfolio Manager di Janus Henderson Investors e co-gestore delle strategie High Yield, Global High Yield, Multi-Sector Credit, Short Duration e Short Duration High Yield. Inoltre, dal 2018 co-gestisce la parte a reddito fisso della strategia Perkins Value Plus Income. Nel 2012 è stato promosso ad Assistant Portfolio Manager, principalmente a supporto delle strategie High Yield e Short Duration High Yield. È entrato in Janus nel 2004 come product manager per una varietà di strategie azionarie e di reddito fisso prima di diventare analista del credito. Prima di Janus, prestava servizio come Consultant Relations Manager presso OppenheimerFunds.

Seth è laureato in economia aziendale, con specializzazione in finanza, conseguita presso l’Università del Colorado. È titolare della qualifica di Chartered Financial Analyst e conta 22 anni di esperienza nel settore finanziario.

Articoli scritti

I vantaggi delle obbligazioni high yield

I vantaggi delle obbligazioni high yield

Mediante una combinazione di otto grafici e tabelle, i gestori di portafogli di obbligazioni societarie Seth Meyer e Tom Ross spiegano alcuni dei potenziali rischi e opportunità nel segmento dei titoli high yield.

Is High-Yield Risk as Asymmetric as It Looks?

Is High-Yield Risk as Asymmetric as It Looks?

Portfolio Managers Seth Meyer and Brent Olson and Fixed Income Risk Manager Nirav Thakkar discuss their analysis of high-yield spread distributions over the last decade and share their findings on whether tight spreads may indicate an increased risk of weak performance in the future.

Multi-Sector Income: i rating creditizi mascherano i rischi e scoraggiano le opportunità?

Multi-Sector Income: i rating creditizi mascherano i rischi e scoraggiano le opportunità?

In questo video i gestori del portafoglio MultiSector Income John Lloyd e Seth Meyer spiegano perché i rating creditizi potrebbero non riflettere accuratamente i rischi e, di conseguenza, eclissare opportunità dalle quali i gestori attivi possono trarre vantaggio.

Energia: Un settore in Transizione

Energia: Un settore in Transizione

Gli esperti del team Corporate Credit di Janus Henderson esaminano alcuni dei fattori che hanno innescato il cambiamento nel settore energetico, le implicazioni a lungo termine di tale cambiamento e l’interazione tra i settori.

Catching falling angels: finding opportunities in crossover credit

Catching falling angels: finding opportunities in crossover credit

​A growing segment of BBB rated securities are priced to fall into the high yield market. In our view, this trend could create opportunities for investors who are willing to look across both the ratings spectrum and credit sectors, say Portfolio Managers Seth Meyer and Brent Olson

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

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

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 key to capitalising on those opportunities. The Bloomberg-Barclays US High Yield Index was

Learning from Argentina: The importance of balance in bond portfolios

Learning from Argentina: The importance of balance in bond portfolios

​The sudden rise of populist presidential candidate Alberto Fernández shook the Argentine markets and raised alarm bells among global bond investors. Portfolio Manager Seth Meyer discusses the lessons this volatility raises for bond investors, reminding them of the importance of trying to balance income and total return.

Volatility warrants caution in US high yield

Volatility warrants caution in US high yield

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.

Volatility warrants caution in US high yield

Volatility warrants caution in US high yield

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.

High yield bond: pushing boundaries

High yield bond: pushing boundaries

​The dovish tilt to global monetary policy should be supportive of asset prices in the near term but portfolio managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high yield bonds.