Brexit update: May's departure is a game changer

by Paul O'Connor

3 weeks ago

​Paul O'Connor, Head of the UK-based Multi-Asset Team, on dead ends, game changers and the difficult choices faced by the incoming Conservative prime minister.

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Continued signs of momentum in US stocks

by Jeremiah Buckley, CFA

1 month 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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Is there still room for progress in US equity markets?

by Jeremiah Buckley, CFA

2 months ago

​Portfolio manager Jeremiah Buckley, who works alongside Marc Pinto on the Balanced strategy, outlines some of the investment themes guiding his cautiously optimistic view on the prospects for US equities. He also gives some insight into how the Janus Henderson Balanced Fund is built to reflect the changing market environment.

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Brexit quick view: No, no, no, no, no, no, no and no.

by Paul O'Connor

3 months ago

​​Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, discusses the ongoing impasse within Parliament as MPs unsuccessfully attempt to narrow down approaches to Brexit.

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Quick view: Brexit end point remains unclear

by Ben Lofthouse, CFA

3 months ago

Ben Lofthouse, Head of Global Equity Income, assesses last night’s vote on Brexit in the UK by members of Parliament.

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Quick view: Brexit - out with the old.

by Paul O'Connor

4 months ago

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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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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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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Expect surprises! (Multi-Asset Perspectives, Q119)

by Paul O'Connor

5 months ago

​Paul O'Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the economic runes as 2019 dawns in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors. 

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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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Quick view: Volatility strikes back

​Following a sharp sell-off in markets over recent days, Oliver Blackbourn, portfolio manager within the UK-based Multi-Asset Team led by Paul O'Connor, discusses the causes and implications of the recent volatility.

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Has market volatility impacted global dividend growth expectations?

by Ben Lofthouse, CFA

1 year ago
In this video update Ben Lofthouse, Head of Global Equity Income, discusses the reasons behind the market rotation in a ‘fascinating’ Q1 2018, examines whether recent volatility has affected dividend growth expectations and provides his outlook for global equity income investors.
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What now for global equity income investors?

by Ben Lofthouse, CFA

1 year ago
In this video update Ben Lofthouse, Head of Global Equity Income, assesses markets from an income perspective, identifies where the team is finding the best opportunities and examines the outlook for dividend growth.
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Quick view: Italian elections - a fixed income perspective

by Tom Ross, CFA

1 year ago

​Tom Ross, Portfolio Manager within Janus Henderson's Global Credit Team, considers the impact of the Italian elections on fixed income markets as populist parties make gains.

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Quick Global Equity Income view: Anatomy of a sell-off

by Ben Lofthouse, CFA

1 year ago

​Ben Lofthouse, Head of the Janus Henderson Global Equity Income Team, examines the effects of the recent equity market sell-off on European cyclical and defensive stocks.

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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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