Do you remember the Great Financial Crisis?

by John Pattullo

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

by Jenna Barnard, CFA

2 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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Under the bonnet of Euro high yield bond

by Tom Ross, CFA

2 months ago
In this video, Tom Ross, Co-Manager on the Janus Henderson Horizon Euro High Yield Bond Fund, delves into the workings of how the team manage the strategy, including the special role that analysts perform and the inefficiencies they look to exploit when driving returns for investors. 
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Positive outlook for dividends

by Ben Lofthouse, CFA

2 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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Combatting bond market volatility with global diversification

by Nick Maroutsos

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

by Jenna Barnard, CFA

2 months ago

​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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European high yield – markets in focus

by Tom Ross, CFA

3 months ago
With central bank policy in flux and conflicting economic data, Tom Ross, Corporate Credit Portfolio Manager, takes a look at the market conditions facing investors in European high yield bonds.
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An American flavour to European high yield

​Tom Ross and Tim Winstone, Corporate Credit Portfolio Managers, explore the reasons why US companies are borrowing through European bond markets and why this creates potential opportunities for investors

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Volatility... down but not out?

by 

3 months ago

The Global Bonds team at Janus Henderson reflects on the decline in volatility and how asymmetry in market pricing could present opportunities.
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Fascinated by income

by Tom Ross, CFA

3 months ago

​Tom Ross, corporate credit portfolio manager, looks at the idiosyncrasies of the European high yield bond market, one of the last bastions of income in a yield-starved world.

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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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Perspectives on credit

by Tom Ross, CFA

4 months ago
As economic data disappoints and central banks row back on their tightening rhetoric, Tom Ross, Corporate Credit Portfolio Manager, considers what this means for corporate bond markets.
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High yield - navigating a slowdown

​Credit managers Tom Ross, Thomas Hanson and Seth Meyer contrast the current backdrop for high yield with previous tightening cycles, indicating that dispersion can be the friend of the active investor.

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Inflation: is that it?

by John Pattullo

5 months ago
John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors, which in his opinion, indicate that current inflation is much more cyclical than structural.
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Themes in focus

by Jim Cielinski, CFA

5 months ago
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
 
 
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Quick view: Brexit vote

by Ben Lofthouse, CFA

5 months ago

​Ben Lofthouse, Head of Global Equity Income, provides his thoughts on the vote on Brexit by members of Parliament and the impact of the uncertainty that surrounds the UK’s future relationship with the European Union.  

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Perspectives on US high yield

by Seth Meyer, CFA

6 months ago
In this video, Portfolio Manager Seth Meyer discusses the US high-yield fixed income market, including how it has changed compared with ten years ago and the current health of fundamentals and technicals within the sector.
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Asian dividend income: back to cyclicals

by Sat Duhra

7 months ago

​Investors must toe the line between defensive, sustainable yield names and dividend growth cyclical names into 2019, says Sat Duhra, Asian dividend income strategy portfolio manager.

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How will ongoing interest rate divergence impact bond markets?

by Jenna Barnard, CFA

8 months ago
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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Europe’s value & income opportunity

by Ben Lofthouse, CFA

8 months ago
In this video update Ben Lofthouse, Head of Global Equity Income (GEI), discusses the reasons behind the divergence in global equity markets, the impact this has had on equity income investors and where he sees value in the markets and opportunities for dividend growth.
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