Quick view: Brexit - out with the old.

door Paul O'Connor

3 weken 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

3 weken 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

1 maand 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

2 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

3 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

3 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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How will ongoing interest rate divergence impact bond markets?

door Jenna Barnard

4 maanden geleden
Jenna Barnard, Co-Head of Strategic Fixed Income, explains how the persistence of interest rate divergence remains central to the team’s thinking on the outlook for the bond markets.
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Strategic Fixed Income: concoction of stress factors

door John Pattullo

4 maanden geleden
​An unhealthy concoction of factors are creating a classically late-cycle feel in the markets. John Pattullo, Co-Head of Strategic Fixed Income, simplifies the conundrums and shares his views.

(This video was recorded on Tuesday 9 October 2018).

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Currency catalysts

door Christopher Diaz

4 maanden geleden
​Chris Diaz, Co-Head of Global Bonds, sees opportunity for certain currencies to recover over the next three to 12 months on a likelihood that central banks will raise interest rates to control growth and inflation.

This video was recorded in early September 2018.
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Brexit: will UK stocks get pounded?

door Oliver Blackbourn

5 maanden geleden

​Oliver Blackbourn, Fund Manager in Janus Henderson’s UK-based Multi-Asset Team, discusses the potential impact of Brexit on UK equities.

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Currents of disruption: rise of the drones provides tailwind for component makers

door Brad Slingerland, Denny Fish

5 maanden geleden

​Drones are quickly expanding beyond their traditional strongholds of the hobbyist and the military, with new applications creating a beneficial environment for component suppliers, say Brad Slingerlend and Denny Fish, co-portfolio managers of the US-based Janus Henderson Global Technology strategy.

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Quick view: hawkish BoE at odds with market?

door Bethany Payne

6 maanden geleden

The Bank of England (BoE) raised rates by 25 basis points at today’s Monetary Policy Committee (MPC) meeting, retaining its commitment for further gradual and limited increases. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the outcome of the meeting. 

 
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Quick view: Bank of England’s new hawkish tilt

door Bethany Payne

8 maanden geleden

The Bank of England (BoE) kept the Bank Rate steady at 0.5% at today’s Monetary Policy Committee (MPC) meeting but surprised the markets by adopting a more hawkish stance. Bethany Payne, Portfolio Manager, Global Bonds, explains what changed and the implications of the decision.

 
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Strategic Fixed Income — the turn of the global liquidity cycle

door Jenna Barnard

8 maanden geleden
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: een grote beleidswijziging in inflatie? Nee.

door Jenna Barnard, John Pattullo

8 maanden geleden
In deze video vertellen John Pattullo en Jenna Barnard, beiden co-hoofd Strategic Fixed Income, hoe zij aankijken tegen de gevolgen van stijgende inflatieverwachtingen in volwassen markten en of een hogere inflatie ook werkelijk voet aan de grond krijgt.
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Obligatiemarkten – meer volatiliteit verwacht

door Andrew Mulliner

8 maanden geleden

Andrew Mulliner, portefeuillemanager, bespreekt de ontwikkelingen op de obligatiemarkt tot dusver dit jaar, zijn verwachtingen voor de komende tijd en de belangrijkste aandachtspunten binnen zijn portefeuilles voor de rest van het jaar.

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UK Absolute Return: alle ogen op valuta

door Ben Wallace, Luke Newman

8 maanden geleden

Luke Newman, medebeheerder van de UK Absolute Return-strategie, denkt dat de volatiliteit wel eens hoog kan blijven in 2018. In dit artikel bespreekt hij twee thema’s die kansen kunnen opleveren voor long/short-aandelenbeleggers: valutaschommelingen en een te hoge schuldenlast in het bedrijfsleven.

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Strategic Fixed Income: disruptive technology and the bond angle

door Rebecca Young

10 maanden geleden
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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UK Absolute Return: ‘Normalisation’ to create opportunities in Europe

door Luke Newman

10 maanden geleden
In this video, Luke Newman, Co-Manager of the UK Absolute Return strategy, discusses what he considers to be the key factors when investing in Europe. He also highlights the opportunities that lie beyond the region.  
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UK Spring Statement: Hammond hemmed in

door Simon Ward

11 maanden geleden

​Hopes that recent lower-than-expected borrowing would create room for Chancellor Hammond to loosen the fiscal reins in his autumn Budget have been dented by the Office for Budget Responsibility’s latest forecast.

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