Latest videos

Strategic Fixed Income: more divergence and disruptions in 2018

by Jenna Barnard

2 days ago
Co-Head of Strategic Fixed Income, Jenna Barnard, looks back at 2017, while sharing her thoughts and views on the major themes likely to affect credit markets and the Strategic Fixed Income portfolios in the coming year.
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European equities: will 2018 see a change in market leadership?

by John Bennett

2 days ago
John Bennett, Head of the Janus Henderson Pan European Equities Team, provides his thoughts on European markets in 2017 and his expectations for a change in leadership as we move into 2018.
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The importance of secular growth stocks for US equity returns in 2018

by Marc Pinto

2 days ago
Portfolio manager, Marc Pinto, shares his views on what may be in store for US equity investors in 2018. As the markets become more driven by stock specifics, he believes a focus on secular growth companies that can thrive in different market conditions has the best potential to reward investors. Marc also discusses several of his favoured investment sectors for the year ahead.
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John Fujiwara: low volatility, low correlation environment to persist in 2018?

by John Fujiwara

2 days ago
John Fujiwara, Portfolio Manager for the Janus Henderson Global Diversified Risk Premia Strategy, gives his outlook for 2018. John discusses the rise in technical factors, how the current low volatility and low correlation environment impacts market positioning, and why the team’s models are turning positive on the commodity markets.
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Compelling yield opportunities in 2018 for equity income investors

by Alex Crooke

2 days ago
Alex Crooke, Head of Global Equity Income, believes that investors will focus more on valuations in 2018, rotating towards more cyclical areas of the markets, and that dividend yields remain compelling.
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Emerging market credit in 2018: don’t underestimate China

by Steve Drew

2 days ago
Steve Drew, Head of Emerging Market Credit, sees China’s ability to affect risk in markets not just as an Emerging Market (EM), but a global story. He explains why many of the key themes from past years are likely to dominate emerging markets again in 2018; however, the risks are now more balanced overall than this time last year.
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European equities in 2018: disruptors, enablers and political risk

by James Ross, Tim Stevenson

2 days ago

​Tim Stevenson and James Ross, portfolio managers in the Janus Henderson Pan European Equities Team, provide their views on 2017 and their outlook for 2018. They discuss the benefits of owning ‘disruptors’ in the market, the political risks that still remain a threat and areas that look to be promising for the future.

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2018 bodes well for total returns in the high yield market

by Seth Meyer

2 days ago
Seth Meyer, Portfolio Manager, reflects on the resilience of the high yield asset class in 2017 and believes that this will play through to 2018, due to the strong technical picture and low default rates, which leaves him optimistic about total return opportunities in this market.
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UK Absolute Return: continued uncertainty to create winners and losers in 2018

by Luke Newman

2 days ago

​Luke Newman, co-manager of the Janus Henderson UK Absolute Return strategy, gives his outlook for 2018. While there are a number of ‘green shoots’ worldwide, he explains this has not been a normal economic recovery and the uncertain environment should continue to produce opportunities for an equity long/short strategy.

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2018 Outlook: where next for Chinese equities?

by Charlie Awdry

2 days ago
Charlie Awdry, China portfolio manager, discusses what may be in store for investors in 2018 and where he thinks the best investment opportunities are.
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Prospects for global property equities in 2018

by Guy Barnard, Tim Gibson

2 days ago
Guy Barnard, Co-Head of Global Property Equities with Tim Gibson, shares the team’s outlook for 2018. Given the beginning of the winding down of quantitative easing in many parts of the world, the team is increasing its focus on identifying companies at the higher end of the quality spectrum while seeking to find the winners in the ongoing growth of e-commerce.
 
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2018 outlook for life sciences: selected opportunities in disruptive biotech

by Andy Acker, Ethan Lovell

2 days ago
Ethan Lovell, Co-Portfolio Manager of the Janus Henderson Global Life Sciences Strategy, provides his take on 2017 and discusses the outlook for his industry in the coming year.
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Asian equities: market drivers and misconceptions

by Andrew Gillan

2 months ago

​Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager for the Asian Growth Strategy along with Mervyn Koh, provides an update on Asian equities and discusses how the strategy is positioned to take advantage of the most attractive investment opportunities available in the region. He also debunks some common misconceptions that investors have of investing in Asia.


 
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Mitul Patel on CNBC: Bank of England needs to revisit balance sheet policy

by Mitul Patel

2 months ago

In an interview with CNBC, Mitul Patel, Head of Interest at Janus Henderson Investors, shares his views on the Bank of England’s balance sheet policy, the likelihood of higher rates in the UK and Governor Carney’s latest remarks on rising levels of neutral rates.

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EM Credit view - more of a carry-type year for the next six months

by Steve Drew

2 months ago
Steve Drew, Head of Emerging Market Credit, explains why the current macro backdrop should continue to be benign for emerging markets, what his expectations are for returns in the next 12 months and where he sees the best investment opportunities.
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Bill Gross video: Where next? Interpreting latest data reads

by Bill Gross

4 months ago

​In this video, Bill Gross, fixed income portfolio manager, outlines what he takes from the latest economic data reads from the US. Speaking to Bloomberg following the publication of the US employment report for June, Bill explains what this and other recent data may mean for the Federal Reserve, monetary policy and fixed income markets.

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Video: Latin America investing – the ‘risk’ business

by Nicholas Cowley

5 months ago
Latin America is a land of rich opportunity with its growing population and vast natural resources, but also a source of frustration, owing to its history of political troubles and hyperinflation. In this video update Nick Cowley, Portfolio Manager on the Emerging Market Equities Team, discusses how he and the team navigate these challenges, and profiles some of the strategy’s key holdings.
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Video: six key characteristics to narrow the global equities universe

by Gordon Mackay

5 months ago
In this video update, Gordon Mackay, Portfolio Manager on the Edinburgh-based Global Equities team, discusses the six key characteristics the team looks for to narrow the 16,000-strong global equities universe to those companies considered for inclusion in the Global Growth Strategy.

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What’s driving investor interest in the maturing Chinese bull market?

by Charlie Awdry

5 months ago
Charlie Awdry, China equities manager, shares his team’s findings from a recent research trip to China. He explains the reasons for upbeat sentiment surrounding the region and analyses the implications of recent developments as the bull market matures.
 
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Essentials: The Asian Growth Strategy in three minutes

by Andrew Gillan

5 months ago
In this ‘Essentials’ video, Andrew Gillan provides an overview of the Asian Growth Strategy that he manages with Associate Investment Manager, Mervyn Koh. The strategy seeks long-term capital appreciation by investing at least two thirds of available total assets in a variety of sectors across Asia excluding Japan equity markets.
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