Fed leaves market with cliffhanger

by Nick Maroutsos

4 days ago

​The US Federal Reserve lowered its benchmark rate at its September meeting, but is divided about whether further cuts will be needed this year. Co-Head of Global Bonds, Nick Maroutsos, says the stance creates uncertainty for investors and ignores structural challenges in the global economy.

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The importance of being active: why passive exposure in high yield is not enough

by Brent Olson, Seth Meyer, CFA

3 weeks ago
​The US high yield market’s modest return in August obscured significant divergence of returns within the index. Portfolio Managers Seth Meyer and Brent Olson discuss why this dispersion demonstrates that opportunities exist in high yield, and why they believe active management is a key component of capitalising on those opportunities. ​
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Inflation risks in a distracted market

by Ashwin Alankar, Ph.D.

1 month ago

​The US inflation rate has remained stubbornly low. Still, Ashwin Alankar, Head of Global Asset Allocation, says a combination of factors is helping to set the stage for a potential inflationary shock.

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Life in the conflict zone

by Paul O'Connor

1 month ago

​Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the continuing trade war between China and the US, possible trade conflicts among other countries and how this has shaped his global outlook.

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Trade war tension: look past the noise to navigate uncertainty

by George P. Maris, CFA

1 month 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 months 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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Fed turns a page, cuts rates

by Nick Maroutsos

2 months ago

The US Federal Reserve lowered interest rates for the first time in more than a decade. Co-Head of Global Bonds Nick Maroutsos explains why this may be the first of many cuts, and which assets could benefit.

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Digital technology: a revolution in customer engagement

by Jeremiah Buckley, CFA

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

by Oliver Blackbourn, CFA

2 months 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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Tug of war: slowing growth versus easing monetary policy

The US Federal Reserve’s policy shifts have helped support markets in 2019. US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, share their views on the likelihood, timing and scale of any rate cuts in the coming months.

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US-China trade negotiations — another ceasefire

by Paul O'Connor

3 months ago

Paul O’Connor, Head of the UK-based Multi-Asset Team, shares his views on the meeting between the US and China at the G20 Summit in Osaka and explains why the ceasefire does not necessarily mean an end to the trade war.

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All shook up

by Jeremiah Buckley, CFA

3 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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Fed serving up what the market is craving

by Jason England, Nick Maroutsos

3 months ago
In this video update, Co-Head of Global Bonds Nick Maroutsos and Fixed Income Portfolio Manager Jason England explain why they believe the US Federal Reserve (Fed) was correct not to cut rates at their latest meeting on Wednesday 19 June, and discuss which factors may justify a move lower in July.
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Do you remember the Great Financial Crisis?

by John Pattullo

3 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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China may have upper hand in escalating trade war with US

by Ashwin Alankar, Ph.D.

4 months 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

5 months 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

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

by Jenna Barnard, CFA

5 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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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

5 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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