Digital technology: a revolution in customer engagement

by Jeremiah Buckley, CFA

3 days 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

1 week 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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US-China trade negotiations — another ceasefire

by Paul O'Connor

3 weeks 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

1 month 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

1 month 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

1 month 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.

2 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

3 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

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

by Jenna Barnard, CFA

3 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

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

by Jeremiah Buckley, CFA

3 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

4 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 

6 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

6 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

6 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

7 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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