Type: Irish Investment Company

Credit where credit’s due

by Daniel Siluk, Nick Maroutsos

1 month ago

​Nick Maroutsos and Daniel Siluk, Portfolio Managers on the Absolute Return Income Strategy, discuss the recent negative sentiment in global credit markets and remind us that not all credit is the same; sometimes it pays to delve more deeply into the reasons behind a particular rating.

 
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The Fed’s decision: Steady rates today – but lower down the road?

by Nick Maroutsos

2 months ago

​Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s decision at its May policy meeting to keep rates steady and why the central bank’s next move could be a rate cut.

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Continued signs of momentum in US stocks

by Jeremiah Buckley, CFA

2 months ago

​In this video update, Portfolio Manager Jeremiah Buckley says that, despite worries about a slowing economy, US companies could deliver growth a while longer.

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Restricted area - the encroaching politicisation of central banks

by Nick Maroutsos

2 months ago

With central bank independence seeming to be under threat, Nick Maroutsos, Co-Head of Global Bonds at Janus Henderson Investors, explains that the distinction between central banks and politics is not clear cut.

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Maximising opportunities: the importance of correlation and diversification

by Nick Maroutsos

3 months ago

​Nick Maroutsos, Co-Head of Global Bonds, considers the importance of understanding correlation in terms of achieving diversification.

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Combatting bond market volatility with global diversification

by Nick Maroutsos

3 months ago

​Nick Maroutsos, Co-Head of Global Bonds, explains why it is important to focus on quality bonds in periods of potential bond market volatility.  

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The silver tsunami: can REITS help you ride the wave?

‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the fourth article in the series, Tim Gibson, Guy Barnard and Greg Kuhl discuss the issue of an ageing population and how REITs can provide a way to capitalise on this demographic trend.

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Quantitative un-easiness

by Nick Maroutsos

4 months ago


Nick Maroutsos, Co-Head of Global Bonds, explains why bonds offer potentially attractive qualities for income-focused investors worried about rising equity market volatility.

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Equities: Understanding market volatility, part 2

by George P. Maris, CFA

5 months ago
In the second video of a two-part series on volatility, George Maris, Co-Head of Equities - Americas, discusses finding long-term value when short-term trends and rising rates disrupt markets.
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REITS – “What have you done for me lately?”

by Guy Barnard, CFA, Tim Gibson

5 months ago

​‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the third article in the series, Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss the recent performance of REITs and the diversification benefits they can provide.

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Three key factors facing fixed income in 2019

by Nick Maroutsos

5 months ago
Nick Maroutsos, Co-Head of Global Bonds, shares his views on fixed income markets, discussing factors such as US interest rates and liquidity in 2019, as well any changes to portfolio strategy in the coming year.
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US Equities: innovation and competitive advantages

by 

6 months ago
In this video update, Doug Rao, US equities portfolio manager, discusses the factors that he believes will shape the macro environment in 2019 and provides insight into the sustainable competitive advantages that he looks for in a company.
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Cracks in the Credit Cycle

​Portfolio Managers Darrell Watters and Mike Keough identify signs that the credit cycle has turned and highlight what to watch in the year ahead.

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Equities: Understanding market volatility, part 1

by George P. Maris, CFA

6 months ago
In the first of two videos, George Maris, Co-Head of Equities - Americas, discusses the fundamental reasons for the return of market volatility and the potential opportunities created for bottom-up investors.
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Innovation in healthcare: at a sector sweet spot?

by Andy Acker, CFA, Ethan Lovell

7 months ago

​The healthcare sector is experiencing a rapid pace of innovation, a trend that Andy Acker, Portfolio Manager in the Global Life Sciences Team, says is likely to continue in 2019 to the potential benefit of investors.

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Drug pricing reform continues

by Andy Acker, CFA, Ethan Lovell

8 months ago

​Portfolio Manager Ethan Lovell discusses a new proposal to overhaul drug pricing in Medicare Part B and what it could mean for drug manufacturers.

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Smart devices in diabetes: improving clinical outcomes and enhancing lifestyle

by Andy Acker, CFA, Ethan Lovell

8 months ago
Janus Henderson Client Portfolio Manager and type 1 diabetic Jen Nichols describes how new smart medical technology has helped her to train for and compete in ultra-marathons. Global Life Sciences Portfolio Manager Ethan Lovell discusses the opportunities that breakthrough medical devices present to investors.
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Currents of disruption: gene therapy offers rare hope

by Andy Acker, CFA, Ethan Lovell

9 months ago
Our understanding of the genetic causes of disease has reached a critical stage, putting us on the cusp of being able to develop functional cures for a large number of rare genetic disorders, says Global Life Sciences Co-Portfolio Manager, Andy Acker.
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The sell-off culprit: real rates

by Ashwin Alankar, Ph.D.

9 months ago

​Global Head of Asset Allocation, Dr Ash Alankar, explains why real rates are behind recent bond and stock market volatility.

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A note on the recent sell-off in longer-dated US Treasuries

by Chris Diaz, CFA

9 months ago

​Chris Diaz, Co-Head of Global Bonds at Janus Henderson, discusses the implications of the recent sell-off in US Treasuries.

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