Type: OEIC/Unit trust

Fed leaves market with cliffhanger

by Nick Maroutsos

4 days ago

​The US Federal Reserve lowered its benchmark rate at its September meeting, but is divided about whether further cuts will be needed this year. Co-Head of Global Bonds, Nick Maroutsos, says the stance creates uncertainty for investors and ignores structural challenges in the global economy.

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Topical questions amid a more political economy

by Nick Maroutsos

2 weeks ago

​In this short question and answer session Nick Maroutsos, Co-Head of Global Bonds, looks at the macroeconomic landscape and how it is shaping their investment decision-making within the Absolute Return Income strategies.

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Don’t let the trade wars detract from Asia’s structural growth story

by Andrew Gillan

1 month ago

​Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the reasons why investors should be less preoccupied by the machinations of the trade war and instead focus on Asia’s long-term structural growth story, strong fundamentals and the diversification benefits that the region can add to a balanced portfolio.

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Trade wars, ESG and demographics in China: your questions answered

by May Ling Wee, CFA

1 month ago

​In this Q&A, May Ling Wee, China equities manager, responds to key concerns for investors in China, including the impact of trade friction, environmental, social and governance (ESG) factors as well as demographic issues. She also discusses how this is creating investment opportunities and favoured sectors.

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Quick view: Chinese yuan depreciates to critical level against the US dollar

by Charlie Awdry, CFA

2 months ago

​Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.

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Fed turns a page, cuts rates

by Nick Maroutsos

2 months ago

The US Federal Reserve lowered interest rates for the first time in more than a decade. Co-Head of Global Bonds Nick Maroutsos explains why this may be the first of many cuts, and which assets could benefit.

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Dividend growth exceeding expectations

by Ben Lofthouse, CFA

2 months ago
In this video update Ben Lofthouse, Head of Global Equity Income, examines recent market performance, discusses where he sees opportunities and risks for investors, assesses the impact of Brexit and US-China trade discussions, and provides his outlook for the rest of 2019.
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European equities outlook: Does US market resilience bode well for Europe?

by John Bennett

2 months ago
In this video, John Bennett, Director of European Equities at Janus Henderson, looks back at the first half of 2019, and considers his expectations for the performance of European equities for the remainder of the year. He also addresses why, in the ‘growth vs value’ story, he prefers to follow a more ‘blended’ approach to stock selection.
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Asia: a dividend growth leader

by Sat Duhra

2 months ago

​Asian companies are paying dividends at a rate fast outpacing those in developed markets. Sat Duhra, Co-manager of Janus Henderson’s Asian dividend income portfolio, explains the significance of this trend and why it should not be ignored.

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Asian Credit: where returns may actually match risk

by Nick Maroutsos

2 months ago

​Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.

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Downturn implications and a reconvergence of rates

by Jenna Barnard, CFA

2 months ago

​Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.

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Asia – beyond the trade war

by Andrew Gillan

3 months ago

​Andrew Gillan, Head of Asia Pacific ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses why he believes investors should remain invested in Asia despite the short-term challenges. He also reflects on the five years he has been managing the strategy.

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Libra: the hype vs the reality

by Alison Porter

3 months ago

​Alison Porter, portfolio manager in the UK-based Global Technology Team, discusses Facebook’s  venture into digital payments via Libra, the significance of this for cryptocurrencies and its implications for investors.

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Do you remember the Great Financial Crisis?

by John Pattullo

3 months ago

​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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A change of flow in global water

by George Crowdy, CFA

3 months ago
George Crowdy, an Investment Manager within the Global Sustainable and Responsible Investment (SRI) Team headed by Hamish Chamberlayne, examines the challenges of providing a safe and reliable water supply but identifies how better and increased use of data and technology provides reason for optimism.
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EU elections: all thunder and no lightning

by Ollie Beckett

4 months ago

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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Using the 1890s as a guide to bond investing (not the 1980s)

by Jenna Barnard, CFA

5 months ago

​Jenna Barnard, Co-Head of Strategic Fixed Income, confesses to not all birthday gifts being a delight to receive but a book from 1892, found by chance in a second-hand book dealer, turned out to be a rare birthday present gem. Its lessons on investing are not only instructive but shine a light on the predicament facing bond investors today.

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

by Nick Maroutsos

5 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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Restricted area - the encroaching politicisation of central banks

by Nick Maroutsos

5 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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Positive outlook for dividends

by Ben Lofthouse, CFA

5 months ago
In this video update Ben Lofthouse, Head of Global Equity Income, discusses where he sees risks and opportunities for income investors, and explains that while global dividend growth could moderate in 2019 it is still expected to be positive.
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