Latest videos

Strategic Fixed Income — the turn of the global liquidity cycle

by Jenna Barnard

4 days ago
Jenna Barnard, Co-Head of Strategic Fixed Income, explains the team’s thinking on the bond markets, which revolves around the themes of interest rate divergence and US dollar strength.
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Strategic Fixed Income: disruptive technology and the bond angle

by Rebecca Young-CFA

2 months ago
Rebecca Young, Portfolio Manager within Strategic Fixed Income, highlights interesting start-up businesses that presented at a recent disruptive technology conference and explains why bond managers should take note. She also explains why disruption ties in to the team’s long term deflationary view.
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Bill Gross video: Where next? Interpreting latest data reads (April 2018)

by Bill Gross

2 months ago
In his latest monthly video, Bill Gross speaks to Bloomberg Surveillance about the latest US payroll figures, his prediction of the number of Fed rate hikes in 2018 and his views on the US trade deficit.
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Bill Gross video: Where next? Interpreting latest data reads (March 2018)

by Bill Gross

3 months ago
In this video, Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing the outlook for risk assets, the pace of US Federal Reserve rate hikes and the dilemma facing central banks.
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Strategic Fixed Income — let’s talk inflation

by Jenna Barnard

4 months 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)

by Bill Gross

5 months 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

by Andrew Mulliner, Phillip Apel

5 months ago
In this 'Essentials' video, Phillip 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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Essentials: the Absolute Return Income strategy

by Nick Maroutsos

5 months ago
In this Essentials video, Nick Maroutsos and Daniel Siluk, Co-Managers of the Janus Henderson Absolute Return Income Strategy, explain the emphasis on risk management and low volatility and what drives returns in the strategy.
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Bill Gross video: Where next? Interpreting latest data reads (January 2018)

by Bill Gross

5 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

by Jenna Barnard, John Pattullo

6 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

by Steve Drew

6 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

by Marc Pinto

7 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

by Jenna Barnard

7 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?

by John Bennett

7 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?

by John Fujiwara

7 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

by Alex Crooke

7 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

by Steve Drew

7 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

by James Ross, Tim Stevenson

7 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

by Seth Meyer

7 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

by Luke Newman

7 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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