Objective: Income & growth

Volatility warrants caution in US high yield

by Seth Meyer, CFA

5 days ago
In a period of falling interest rates, yield is valuable, and high yield therefore remains an attractive asset class. However, with increased interest rate volatility and uncertainty around economic growth, Portfolio Manager Seth Meyer says a cautious approach and a focus on strong company fundamentals are warranted.
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Trade war tension: look past the noise to navigate uncertainty

by George P. Maris, CFA

1 week ago
Markets sold off sharply this week after a sudden escalation in the US-China trade war. George Maris, Co-Head of Equities – Americas, explains why the reaction was so severe and offers insight on how investors can navigate this period of uncertainty.
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Quick view: ​Mid-cycle adjustment - one in a row

by Paul O'Connor

2 weeks ago

​Paul O'Connor, Head of the UK based Multi-Asset Team, examines the market's response to the Fed's first rate cut in over 10 years.

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Digital technology: a revolution in customer engagement

by Jeremiah Buckley, CFA

1 month ago
Companies that have embraced technology to improve their productivity – and that of their customers – have a significant advantage over those companies that have stuck to their legacy business models and failed to innovate. In this video, portfolio manager Jeremiah Buckley explains why this differentiation between digital innovators and laggards creates opportunities for investors.
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Dividend growth exceeding expectations

by Ben Lofthouse, CFA

1 month 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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Quick view: “An ounce of prevention”, interest rate cuts signalled by the Fed

by Oliver Blackbourn, CFA

1 month ago

​Oliver Blackbourn, a Fund Manager on the UK-based Multi-Asset Team, discusses the strong likelihood that the FOMC will deliver a rate cut at their July meeting - and beyond.

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Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

by Paul O'Connor

1 month ago

Paul O'Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the outlook for multi-asset investors in Q3 in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors. 

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All shook up

by Jeremiah Buckley, CFA

2 months ago

​An unprecedented level of disruption has created compelling investment opportunities for those who know where to look, notes Jeremiah Buckley, Portfolio Manager on the Janus Henderson Balanced team.

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Brexit update: May's departure is a game changer

by Paul O'Connor

3 months 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

3 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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Is there still room for progress in US equity markets?

by Jeremiah Buckley, CFA

4 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

5 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

5 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

6 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

7 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

7 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

8 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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