Quick view: (ECB) shock and bore

by Andrew Mulliner, CFA

3 weeks ago

The European Central Bank (ECB) meeting on 25 July was billed as the most important ECB meeting of the last few years. Andrew Mulliner, Portfolio Manager within Global Bonds, reflects on the outcome of this highly anticipated session.

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Secured Credit Insight: new EU securitisation regulations made simple

by Ed Panek

1 month ago

​With the new EU securitisation regulations in force since the beginning of the year, Edward Panek, Head of ABS Investment in London and a member of the Secured Credit team, examines the main features of the regulation, sharing the team’s interpretation of the rules.

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European equities outlook: Does US market resilience bode well for Europe?

by John Bennett

1 month 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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Novo Nordisk: global leader in diabetes care

by James Ross, CFA

1 month ago

​Jamie Ross, Manager of Janus Henderson Pan European Equity Fund, provides a snapshot of the typical analysis undertaken on every company considered for the portfolio. In this case, he explains the rationale behind the inclusion of the Danish pharmaceutical company Novo Nordisk.

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“Don’t you, forget about me”

​Guy Barnard and Nicolas Scherf, Co-Managers of the Janus Henderson Horizon Pan European Property Equities Fund, highlight that, while newsflow in Europe and the property sector has been mixed over recent months, the fundamentals for the European property equities market remain robust, with increasing value to be found for the active investor.

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Quality growth in Europe: the five point checklist

by James Ross, CFA

2 months ago

​What are the characteristics of a company potentially capable of generating reliable growth year after year? Here, Jamie Ross, manager of the Janus Henderson Horizon Pan European Equity Fund, gives insight into the team’s investment process, designed to identify good quality businesses capable of delivering sustainable and high returns over time.

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Quick view from the Secured Credit Team

​​Following almost two and a half years of consultations, the European Council (EU) formally adopted new rules on business insolvency on 6 June 2019. Secured loans specialists within the Secured Credit Team, Elissa Johnson, Portfolio Manager and, Guillaume Bezard-Falgas, Associate Portfolio Manager, share their views and shed light on the new directive.

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Bailing out the Titanic with a teaspoon (or why hope is a strategy for the ECB)

by Andrew Mulliner, CFA

2 months ago

​The 6 June meeting of the European Central Bank effectively marked the beginning of the end of its president’s reign. Andrew Mulliner, Portfolio Manager within Global Bonds, reflects on the outcome of the meeting and what the future holds with Draghi on his way out, an empty toolbox at the ECB and weakening global growth.

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Do you remember the Great Financial Crisis?

by John Pattullo

2 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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Essentials: Janus Henderson Horizon Pan European Equity strategy

by James Ross, CFA

2 months ago
This  ‘Essentials’ video provides an introduction to the actively managed Pan European Equity strategy run by European specialist Jamie Ross.
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EU elections: all thunder and no lightning

by Ollie Beckett

3 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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European elections: centrists struggle but no breakthrough for the far-right

by Bethany Payne, CFA

3 months ago

The European Parliament elections on 23 May produced damaging results in varying degrees for both the European Parliament and the main parties in the UK. Bethany Payne, Portfolio Manager, Global Bonds, explains the main points and provides a brief assessment of the impact on the markets.

 
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European equities: sensitive to a cyclical recovery?

by James Ross, CFA

4 months ago

​European equities manager Jamie Ross explains his rationale for focusing on company fundamentals when investing in Europe, and gives some insight into the characteristics he values for his long-term strategy.

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Under the bonnet of Euro high yield bond

by Tom Ross, CFA

4 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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Leveraged loans — a look behind the headlines

by Elissa Johnson

4 months ago

​The financial press has not been short of alarming headlines on leveraged loans in recent months. Elissa Johnson, Portfolio Manager within Janus Henderson’s specialist loans team headed by David Milward, clarifies some of the negativity in the messages from a European perspective...

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

by Jenna Barnard, CFA

4 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

4 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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Brexit — Theresa May’s final dance?

by Bethany Payne, CFA

5 months ago

Bethany Payne, Portfolio Manager, Global Bonds, assesses the latest twists and turns in the path to Brexit.

 
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Fascinated by income

by Tom Ross, CFA

5 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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European equities: a growing watch list of opportunities

by James Ross, CFA

5 months ago
In this video update, European equities manager James Ross outlines his ‘balanced, slightly bullish’ views on the European market. While investors’ attention has been caught up by political theatrics, escalating trade tensions and signs of slowing growth across the globe, James continues to focus on good quality businesses that he believes can consistently deliver a high return on capital over time.
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