Latest videos

Strategic Fixed Income — let’s talk inflation

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2 weeks ago
Ahead of the release of US inflation data tomorrow, Co-Head of Strategic Fixed Income, Jenna Barnard, discusses the markets’ fixation on a regime shift in inflation and the resulting impact on government bonds. The Strategic Fixed Income Team, however, see a different scenario playing out in the long term.
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Bill Gross video: Where next? Interpreting latest data reads (February 2018)

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3 weeks ago
In this video, Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing the factors likely to encourage the Fed to continue to hike rates, where real rates are heading and the shape of the yield curve.
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Essentials: the Total Return Bond strategy

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1 month ago
In this ‘Essentials’ video, Phil Apel and Andrew Mulliner, portfolio managers within the Fixed Income Investment Strategy Group (ISG), outline the key features of the Total Return Bond strategy, including its ‘strength in depth’ team approach and its unconstrained global remit.
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Bill Gross video: Where next? Interpreting latest data reads (January 2018)

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2 months ago
In this video Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing factors dampening wage growth and other subjects such as the shape of the US yield curve and high yield valuations.
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Essentials: Strategic Fixed Income overview

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2 months ago
In this ‘Essentials’ video, Co-Heads of the Strategic Fixed Income at Janus Henderson Investors, John Pattullo and Jenna Barnard, provide an overview of the team’s philosophy and approach to investments, while outlining the factors that differentiate their style from peers.
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Essentials: Emerging Market Credit Strategy in three minutes

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2 months ago
Steve Drew, Head of Emerging Market Credit, introduces his strategy, highlighting the investment approach and philosophy, differentiators of the team’s investment style and why investors should consider an actively managed approach to investing in emerging market corporate bonds.
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The importance of secular growth stocks for US equity returns in 2018

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3 months 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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Strategic Fixed Income: more divergence and disruptions in 2018

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3 months 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?

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3 months 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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John Fujiwara: low volatility, low correlation environment to persist in 2018?

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3 months 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

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3 months 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

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3 months 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

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3 months 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

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3 months 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

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3 months 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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Prospects for global property equities in 2018

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3 months 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

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3 months 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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2018 Outlook: where next for Chinese equities?

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3 months 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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Asian equities: market drivers and misconceptions

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5 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

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5 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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Important message

Fund name changes

Please note that from the 15 December 2017 funds previously named Janus or Henderson have been renamed Janus Henderson. This change aligns our product names with our name, Janus Henderson Investors, following the merger of Janus Capital and Henderson Global Investors in May 2017.

This name change does not impact on the management of the underlying funds and investors and advisers are not required to take any action. This does not affect Janus Henderson’s range of investment trusts.