Regional focus: North America

China may have upper hand in escalating trade war with US

by Ashwin Alankar, PhD

1 week ago
In this video, Dr Ashwin Alankar, Head of Global Asset Allocation, discusses why China may have patience on its side in its escalating trade war with the US.
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The Fed’s decision: Steady rates today – but lower down the road?

by Nick Maroutsos

3 weeks ago

​Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s decision at its May policy meeting to keep rates steady and why the central bank’s next move could be a rate cut.

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Continued signs of momentum in US stocks

by Jeremiah Buckley, CFA

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

by Jenna Barnard, CFA

1 month 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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Fed pivot slows advent of cycle’s end

​US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, discuss what the US Federal Reserve's newly dovish stance means for markets.

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Leveraged loans — a look behind the headlines

by Elissa Johnson

1 month 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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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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Quick view: Fed's dovish stance

by Nick Maroutsos

2 months ago

​With the US economy potentially slowing, the Federal Reserve says it does not expect to raise rates in 2019. Nick Maroutsos, Co-Head of Global Bonds, explains what that could mean for investors.

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Time to go domestic for US equities in 2019?

Can a strong corporate backdrop help U.S. equities to deliver a positive return in 2019? Portfolio Managers Marc Pinto and Jeremiah Buckley look at the prospects for domestic U.S. equities, following a turbulent 2018, and some of the themes that they believe could create value over time. They also consider some of the key issues facing fixed income markets.

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US Equities: innovation and competitive advantages

by Doug Rao

4 months ago
In this video update, Doug Rao, US equities portfolio manager, discusses the factors that he believes will shape the macro environment in 2019 and provides insight into the sustainable competitive advantages that he looks for in a company.
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Cracks in the Credit Cycle

​Portfolio Managers Darrell Watters and Mike Keough identify signs that the credit cycle has turned and highlight what to watch in the year ahead.

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Inflation: is that it?

by John Pattullo

4 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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Equities: Understanding market volatility, part 1

by George P. Maris, CFA

4 months ago
In the first of two videos, George Maris, Co-Head of Equities - Americas, discusses the fundamental reasons for the return of market volatility and the potential opportunities created for bottom-up investors.
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Defensive positioning critical as trade tensions persist

by Marc Pinto, CFA

6 months ago

​Consumer and business confidence could create opportunity in 2019, but Portfolio Manager Marc Pinto views trade policy as the single biggest threat to both and highlights the importance of defensive positioning until a resolution is reached.

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Mitigating risk as cracks in the credit cycle emerge

by Darrell Watters

6 months ago

​Head of Fundamental Fixed Income Darrell Watters highlights the importance of mitigating downside risk as the credit cycle continues to progress in 2019.

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The Midterm results are in, what’s next?

by 

6 months ago

​With Congress divided, our US-based team of analysts argues that regulators, not legislators, could do the most to influence the US investment environment.

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US Mid Terms - nothing really to see here!

by Nick Watson, CFA

6 months ago

​Nick Watson, fund manager in the Janus Henderson Investors' UK-based Multi-Asset Team on the dramatic overnight results from the US Mid Term elections and implications for US policy and global markets. 

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How will ongoing interest rate divergence impact bond markets?

by Jenna Barnard, CFA

7 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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Strategic Fixed Income: concoction of stress factors

by John Pattullo

7 months ago
​An unhealthy concoction of factors are creating a classically late-cycle feel in the markets. John Pattullo, Co-Head of Strategic Fixed Income, simplifies the conundrums and shares his views.

(This video was recorded on Tuesday 9 October 2018).

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Quick view: Fed hikes in era of pragmatism over dogma

by Andrew Mulliner

8 months ago

The US Federal Reserve raised interest rates by 25 basis points as widely expected and priced in by the markets. Andrew Mulliner, Portfolio Manager within the Global Bonds team, shares his views on the outlook for rates in the US and what he sees as the new era for the Fed. 

 
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