Do you remember the Great Financial Crisis?

door John Pattullo

6 dagen geleden

​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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EU elections: all thunder and no lightning

door Ollie Beckett

3 weken geleden

European smaller caps Porfolio Manager Ollie Beckett responds to the EU elections result, outlining his views on the significance for European equities, and what he sees as the areas of interest in the months ahead.

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European elections: centrists struggle but no breakthrough for the far-right

door Bethany Payne

3 weken geleden

The European Parliament elections on 23 May produced damaging results in varying degrees for both the European Parliament and the main parties in the UK. Bethany Payne, Portfolio Manager, Global Bonds, explains the main points and provides a brief assessment of the impact on the markets.

 
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Brexit update: May's departure is a game changer

door Paul O'Connor

3 weken geleden

​Paul O'Connor, Head of the UK-based Multi-Asset Team, on dead ends, game changers and the difficult choices faced by the incoming Conservative prime minister.

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Brexit – political pressure builds

door Paul O'Connor

2 maanden geleden

​Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, considers the current state of Brexit given a six-month extension to the deadline for Britain to leave the European Union.

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How did they miss it? Central bankers and the global economic downturn…

door Jenna Barnard

2 maanden geleden

​Jenna Barnard, Co-Head of Strategic Fixed Income, explains how and why so many major central banks have been wrong-footed on economic growth in their countries and around the globe.

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Leveraged loans — a look behind the headlines

door Elissa Johnson

2 maanden geleden

​The financial press has not been short of alarming headlines on leveraged loans in recent months. Elissa Johnson, Portfolio Manager within Janus Henderson’s specialist loans team headed by David Milward, clarifies some of the negativity in the messages from a European perspective...

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Brexit — Theresa May’s final dance?

door Bethany Payne

3 maanden geleden

Bethany Payne, Portfolio Manager, Global Bonds, assesses the latest twists and turns in the path to Brexit.

 
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Brexit quick view: No, no, no, no, no, no, no and no.

door Paul O'Connor

3 maanden geleden

​​Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, discusses the ongoing impasse within Parliament as MPs unsuccessfully attempt to narrow down approaches to Brexit.

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Strategic Fixed Income: early innings of a sovereign bond bull market?

door Jenna Barnard

3 maanden geleden
Jenna Barnard, Co-Head of Strategic Fixed Income, shares her latest views on the bond markets; remaining bullish on duration and retaining a defensive stance in credit.
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Brexit — remainers have their day but threaten long delay

door Bethany Payne

3 maanden geleden

Bethany Payne, Portfolio Manager, Global Bonds, summarises the latest developments in the parliamentary votes on the Brexit withdrawal agreement, the terms by which the UK will leave the European Union, looking at their potential meaning, future outcomes and impact on the markets. 

 
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Brexit’s 11th hour — options and possibilities

door Bethany Payne

3 maanden geleden

UK Prime Minister, Theresa May, will attempt — for the second time — to get her deal through parliament on Tuesday 12 March, followed by two more votes on 13 and 14 March, if the first fails. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the likely scenarios and options ahead of the vote next week.

 
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Brexit’s 11th hour — options and possibilities

door Bethany Payne

3 maanden geleden

UK Prime Minister, Theresa May, will attempt — for the second time — to get her deal through parliament on Tuesday 12 March, followed by two more votes on 13 and 14 March, if the first fails. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the likely scenarios and options ahead of the vote next week.

 
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BBB debt — it’s complicated

door Nicholas Ware

3 maanden geleden

​Nicholas Ware, Portfolio Manager within the Strategic Fixed Income team, discusses the unusually rapid growth of the BBB market for bonds and the implications for the high yield market given where we are in the economic cycle.


 
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Quick view: Brexit - out with the old.

door Paul O'Connor

4 maanden geleden

Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, assesses how sometimes going backwards takes you further forward, as Prime Minister Theresa May secures a rare victory in parliament.

 
 
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Quick view: Brexit ball in the EU’s court

door Bethany Payne

4 maanden geleden

The UK parliament voted on several amendments to the Brexit withdrawal agreement yesterday — only two were passed. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the outcome of the votes and the implications for the next round of negotiations on Brexit. 

 
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Quick view: hard to see a straight path to a final Brexit deal

door Bethany Payne

5 maanden geleden

In an historic defeat for the UK government, the Prime Minister’s Brexit deal was rejected by a margin of 432 to 202 on 15 January 2019. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the outcome of the vote.

 
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Brexit - now what?

door Paul O'Connor

6 maanden geleden

​Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team sifts through the highly complex range of Brexit scenarios following Theresa May's survival as party leader.

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UK Absolute Return: profiteren van risico in 2019 door middel van long-short tools

door Ben Wallace, Luke Newman

7 maanden geleden
Luke Newman, portefeuillemanager in het UK Absolute Return-team, legt uit hoe long-short tools kunnen zorgen voor de flexibiliteit om te profiteren van kansen en risico’s in 2019.
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European secured loans — enticing spreads

door Elissa Johnson

7 maanden geleden

​Elissa Johnson, Portfolio Manager within the Secured Loans Team, explains the reasons why European secured loans continue to represent an appealing investment opportunity.

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