Thoughts and bonds - a balancing act

'Thoughts and bonds' provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team, giving insights on potential risks and opportunities ahead.

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Compelling yield opportunities in 2018 for equity income investors

by Alex Crooke

1 year ago
Alex Crooke, Head of Global Equity Income, believes that investors will focus more on valuations in 2018, rotating towards more cyclical areas of the markets, and that dividend yields remain compelling.
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2018 outlook for global high yield: bonds without borders

by Tom Ross, CFA

1 year ago

​In 2018 Tom Ross, Co-Manager of the Global High Yield Bond Strategy, expects to see a continuation of cross-border issuance and for smaller issues to offer some of the best opportunities in the market.

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2018 outlook for European investment grade credit: policy matters

by Tim Winstone, CFA

1 year ago

​Tim Winstone, Co-Manager of the Euro Corporate Bond strategy, notes that monetary policy will have a critical role in shaping returns for European investment grade credit in 2018, with financials likely to perform better than most non-financials.

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2018 outlook for European high yield bonds: scarcity value or value scarcity?

by Thomas Hanson, CFA

1 year ago

​Thomas Hanson, Co-Manager of the Euro High Yield Bond strategy, recognises that yields on European high yield bonds are near historical lows but believes that ongoing demand coupled with limited supply and a low default rate should maintain support for the asset class.

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How is innovation and disruption impacting income-oriented equities?

by Alex Crooke

1 year ago
In this video update, Alex Crooke, Head of Global Equity Income, examines the effect that innovation and disruption can have on income-oriented equities.
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ECB quick view: no surprises

Portfolio managers covering investment grade, high yield and the wider fixed income markets provide their reaction to the latest policy announcement from the European Central Bank.

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Positive indicators: what should investors expect from global equities?

by Alex Crooke

1 year ago

​In this video update, Alex Crooke, Head of Global Equity Income, provides an update on equity markets explaining why the current economic environment is providing a supportive backdrop for businesses and for equity investors.

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Spotlight on high yield

by Thomas Hanson, CFA

1 year ago
In this video, Thomas Hanson, Fixed Income Portfolio Manager, takes a look at some of the factors shaping the European high yield bond market, including credit fundamentals and deliberations around monetary policy.
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FAKE NEWS ALERT!

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1 year ago

​The credit team in London give their views on yield differentials in high yield markets, explaining how differences can be rationalised once broader factors are taken into account.

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Are global equities overvalued?

by Alex Crooke

1 year ago
In this video update, Alex Crooke, Head of Global Equity Income, discusses current equity market valuations, provides his outlook for inflation and explains why Japan is becoming an attractive market for equity income investors.
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Finding income from equities

by Ben Lofthouse, CFA

1 year ago

Freelance journalist Heather Farmbrough questions Ben Lofthouse, Portfolio Manager on the Janus Henderson Global Equity Income Team, on his approach to finding the best equity income opportunities.

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Why are banks looking attractive for equity income investors?

by Hamish Robertson, CFA

1 year ago
In this video, Hamish Robertson, analyst for the Global Equity Income Strategy, discusses the team’s current view on banks, where the most attractive opportunities are, and the sector’s importance for equity income investors.
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Perspectives on global high yield bonds

​Tom Ross and Seth Meyer, co-managers of the Henderson Horizon Global High Yield Bond Fund, answer questions on their outlook for global high yield bonds.

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High yield bonds: an American viewpoint

by Seth Meyer, CFA

2 years ago

​In this interview, Seth Meyer, co-manager of the Henderson Horizon Global High Yield Bond Fund, discusses some of the factors that are influencing the US high yield market as well as commenting on aspects of the fund’s positioning.  

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UK election: a sideshow for credit

by Tim Winstone, CFA

2 years ago

​Tim Winstone, portfolio manager, explains that there are meatier subjects for credit markets than the hung parliament in the UK.

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Technology pays dividends

by Ben Lofthouse, CFA

2 years ago

​While technology may not be seen as a ‘traditional’ income sector, Ben Lofthouse, Global Equity Income portfolio manager, reveals that a number of technology companies from around the world are providing good yields and dividend growth prospects.

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Reflation and rising rates: adjusting to the new normal

by Alex Crooke

2 years ago
In this video update, Alex Crooke, Head of Global Equity Income, explains the importance of adjusting to the ‘new normal’ and why dividend-paying equities are likely to perform well in a rising interest rate and reflationary environment.
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Credit outlook 2017: a spread of outcomes

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2 years ago
Stephen Thariyan, Global Head of Credit, comments on the outlook for credit markets in 2017 noting that geography and a bond’s position on the ratings spectrum are likely take on increasing importance in the coming year.
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Global equity income outlook: corporate profitability key to dividend growth

by Alex Crooke

2 years ago
Alex Crooke, Head of Global Equity Income, believes that political and economic trends are likely to again influence global equity markets in 2017 and that corporate profitability will be the key to generating capital and dividend growth.   
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