Low carbon investing - win/win?

by Hamish Chamberlayne, CFA

2 weeks ago
Low carbon is an important feature of our investment approach: the Janus Henderson Global Sustainable Equity strategy has been low carbon for 28 years. There is a clear moral imperative to transition to a low carbon economy – but does it also make investment sense?
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Using the 1890s as a guide to bond investing (not the 1980s)

by Jenna Barnard, CFA

3 weeks ago

​Jenna Barnard, Co-Head of Strategic Fixed Income, confesses to not all birthday gifts being a delight to receive but a book from 1892, found by chance in a second-hand book dealer, turned out to be a rare birthday present gem. Its lessons on investing are not only instructive but shine a light on the predicament facing bond investors today.

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Can healthcare recover from 'Medicare for the masses'?

by Andy Acker, CFA

3 weeks ago

​A proposal to expand Medicare and eliminate private insurance in the US pummelled healthcare stocks recently. Andy Acker, Portfolio Manager, and Rich Carney, Research Analyst on the Global Life Sciences Team, explain what it means for investors.

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Restricted area - the encroaching politicisation of central banks

by Nick Maroutsos

3 weeks ago

With central bank independence seeming to be under threat, Nick Maroutsos, Co-Head of Global Bonds at Janus Henderson Investors, explains that the distinction between central banks and politics is not clear cut.

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Positive outlook for dividends

by Ben Lofthouse

1 month ago
In this video update Ben Lofthouse, Head of Global Equity Income, discusses where he sees risks and opportunities for income investors, and explains that while global dividend growth could moderate in 2019 it is still expected to be positive.
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Sustainable & Responsible Investment News (Q1 2019 update)

by Hamish Chamberlayne, CFA

1 month ago

​Hamish Chamberlayne, Portfolio Manager for Janus Henderson’s Global Sustainable Equity strategy, discusses recent developments affecting the world of Sustainable & Responsible Investment (SRI).

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Maximising opportunities: the importance of correlation and diversification

by Nick Maroutsos

1 month ago

​Nick Maroutsos, Co-Head of Global Bonds, considers the importance of understanding correlation in terms of achieving diversification.

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China’s disruptive internet companies

by Richard Clode, CFA

1 month ago
Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses his recent trip to Hong Kong, where he met with a number of Chinese internet companies.
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The Long View: beware of the side effects of OPM (Other People’s Money)

​The Janus Henderson Global Emerging Market Equities Team has long believed in carefully considering how, as minority shareholders, they are aligned with the interests of the owners of the companies in which they invest. In the following article, the team explains why they look for capital allocators that associate OPM (other people’s money) with fragility and the risk of a permanent loss of capital.

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Have we returned to a Goldilocks economy?

by James Cielinski, CFA

1 month 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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Have we returned to a Goldilocks economy?

by James Cielinski, CFA

1 month 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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Combatting bond market volatility with global diversification

by Nick Maroutsos

1 month ago

​Nick Maroutsos, Co-Head of Global Bonds, explains why it is important to focus on quality bonds in periods of potential bond market volatility.  

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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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What's next for global equities?

by Ashwin Alankar, PhD

1 month ago
In this video, Ashwin Alankar, Head of Global Asset Allocation, discusses how the outlook for global stocks has changed and why inflation could still be a risk in the US.
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Global stocks rebound: what's next?

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1 month ago
​​March 2019 edition of Global Sector Views, featuring an equity market overview from Carmel Wellso, along with updates for each of the six Research sectors.
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An American flavour to European high yield

​Tom Ross and Tim Winstone, Corporate Credit Portfolio Managers, explore the reasons why US companies are borrowing through European bond markets and why this creates potential opportunities for investors

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Breaking down plastic pollution: Part II

by Hamish Chamberlayne, CFA

2 months ago

Hamish Chamberlayne, Head of SRI, follows up on the impact of a slew of new legislation that aims to reduce the irresponsible use of plastic and the opportunities for 'early responders' to new consumer demand to cut waste.

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Volatility... down but not out?

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2 months ago

The Global Bonds team at Janus Henderson reflects on the decline in volatility and how asymmetry in market pricing could present opportunities.
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The silver tsunami: can REITS help you ride the wave?

‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the fourth article in the series, Tim Gibson, Guy Barnard and Greg Kuhl discuss the issue of an ageing population and how REITs can provide a way to capitalise on this demographic trend.

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Global Technology: look beyond the volatility

by Richard Clode, CFA

2 months ago
In this video, Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses how the recent volatility in global equity markets should refocus investor attention on the importance of looking at the fundamentals of a business. In a recent trip to California, he met with technology companies that continue to benefit from long-term secular growth themes in the sector including cloud adoption, 5G and artificial intelligence (AI).
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