Regional focus: Global

Global REITs: mid-year report card

​Guy Barnard and Tim Gibson, Co-Heads of the Global Property Equities Team, provide a mid-year review on the performance of global REITs and their outlook for the rest of 2019.

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Convergence returns to the fore

by Jim Cielinski, CFA

6 days ago

​Jim Cielinski, Global Head of Fixed Income, provides his perspective on the recent slowdown in global growth and discusses the next steps for central banks.

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Globalisation: Sorry, Donald, it’s here to stay

by Jim Cielinski, CFA

1 week ago

Jim Cielinski, Global Head of Fixed Income, explains why globalisation is here to stay despite heightened populism.

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Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

by Paul O'Connor

1 week ago

Paul O'Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the outlook for multi-asset investors in Q3 in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors. 

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Keeping perspective: growth and value stocks

by George P. Maris, CFA

3 weeks ago

​Witnessing the extended run of outperformance by growth stocks over the past decade, investors may be led to believe the present will repeat itself in the future. George Maris, Co-Head of Equities – Americas, urges investors to focus on fundamentals and consider opportunities that exist in both growth and value stocks. 

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Libra: the hype vs the reality

by Alison Porter

3 weeks ago

​Alison Porter, portfolio manager in the UK-based Global Technology Team, discusses Facebook’s  venture into digital payments via Libra, the significance of this for cryptocurrencies and its implications for investors.

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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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A change of flow in global water

by George Crowdy, CFA

1 month ago
George Crowdy, an Investment Manager within the Global Sustainable and Responsible Investment (SRI) Team headed by Hamish Chamberlayne, examines the challenges of providing a safe and reliable water supply but identifies how better and increased use of data and technology provides reason for optimism.
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Credit where credit’s due

by Daniel Siluk, Nick Maroutsos

1 month ago

​Nick Maroutsos and Daniel Siluk, Portfolio Managers on the Absolute Return Income Strategy, discuss the recent negative sentiment in global credit markets and remind us that not all credit is the same; sometimes it pays to delve more deeply into the reasons behind a particular rating.

 
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Breaking down plastic pollution: Part II

by Hamish Chamberlayne, CFA

1 month 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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Dovish central banks extend cycle: higher corporate credit allocation may be warranted

by Mayur Saigal

2 months ago
Portfolio Manager Mayur Saigal discusses the fixed income landscape and why a higher allocation to corporate credit may be warranted today versus 2018.
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Options imply US may struggle to win trade war with China

Chinese President Xi Jinping has more tools at his disposal to deal with the potential negative effects of trade tariffs than his American counterpart Donald Trump, say Myron Scholes and Ash Alankar of the Janus Henderson Adaptive Asset Allocation Team.

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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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Low carbon investing - win/win?

by Hamish Chamberlayne, CFA

2 months 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

2 months 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

2 months 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

2 months 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, CFA

3 months 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

3 months 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

3 months ago

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

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