Latest videos

Flexibility in a low yield world

by Andrew Mulliner

3 days ago
Andrew Mulliner, Portfolio Manager within Global Bonds shares his views on where we are in the economic cycle, pointing out that the rising rates environment is not a global phenomenon.
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Asia: changing the game?

by Andrew Gillan

1 month ago
Asia is set to produce the next wave of disruptors. In this video, Andrew Gillan, Head of Asia ex Japan equities, and co-manager of Janus Henderson’s Asian growth strategy, explains how investors like himself are positioned to take advantage of the development.
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How will ongoing interest rate divergence impact bond markets?

by Jenna Barnard

2 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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Asia: Buoyed by positive dividend trends and resilience to global shocks

by Sat Duhra

2 months ago
Sat Duhra, Co-Portfolio Manager of the Asian Dividend Income strategy, discusses dividend trends, investment opportunities and risks in Asia and where the region is positioned relative to other emerging markets
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Strategic Fixed Income: concoction of stress factors

by John Pattullo

2 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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Essentials: Total Return Bond Strategy

by Andrew Mulliner, Ryan Myerberg

4 months ago
In this ‘Essentials’ video, Andrew Mulliner and Ryan Myerberg, portfolio managers within Global Bonds, outline the key features of the Total Return Bond strategy, which benefits from a global, unconstrained and flexible approach to fixed income investing.
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Bill Gross video: Where next? Interpreting latest data reads (April 2018)

by Bill Gross

8 months ago
In his latest monthly video, Bill Gross speaks to Bloomberg Surveillance about the latest US payroll figures, his prediction of the number of Fed rate hikes in 2018 and his views on the US trade deficit.
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Bill Gross video: Where next? Interpreting latest data reads (March 2018)

by Bill Gross

9 months ago
In this video, Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing the outlook for risk assets, the pace of US Federal Reserve rate hikes and the dilemma facing central banks.
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Bill Gross video: Where next? Interpreting latest data reads (February 2018)

by Bill Gross

10 months ago
In this video, Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing the factors likely to encourage the Fed to continue to hike rates, where real rates are heading and the shape of the yield curve.
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Bill Gross video: Where next? Interpreting latest data reads (January 2018)

by Bill Gross

11 months ago
In this video Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing factors dampening wage growth and other subjects such as the shape of the US yield curve and high yield valuations.
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Essentials: Emerging Market Credit Strategy in three minutes

by Steve Drew

1 year ago
Steve Drew, Head of Emerging Market Credit, introduces his strategy, highlighting the investment approach and philosophy, differentiators of the team’s investment style and why investors should consider an actively managed approach to investing in emerging market corporate bonds.
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European equities: will 2018 see a change in market leadership?

by John Bennett

1 year ago
John Bennett, Head of the Janus Henderson Pan European Equities Team, provides his thoughts on European markets in 2017 and his expectations for a change in leadership as we move into 2018.
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2018 Outlook for Asian Dividend Income: earnings growth to drive further gains

by Michael Kerley, Sat Duhra

1 year ago
Mike Kerley, Co-Manager of the Janus Henderson Asian Dividend Income Strategy along with Sat Duhra, provides the team’s outlook for 2018. The managers believe economic as well as corporate earnings growth should spur continued strength in Asian equities but are ever mindful of the risks; Mike also discusses how the team is positioned moving towards the new year.
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2018 Outlook: where next for Chinese equities?

by Charlie Awdry

1 year ago
Charlie Awdry, China portfolio manager, discusses what may be in store for investors in 2018 and where he thinks the best investment opportunities are.
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Prospects for global property equities in 2018

by Guy Barnard, Tim Gibson

1 year ago
Guy Barnard, Co-Head of Global Property Equities with Tim Gibson, shares the team’s outlook for 2018. Given the beginning of the winding down of quantitative easing in many parts of the world, the team is increasing its focus on identifying companies at the higher end of the quality spectrum while seeking to find the winners in the ongoing growth of e-commerce.
 
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2018 outlook for life sciences: selected opportunities in disruptive biotech
Ethan Lovell, Co-Portfolio Manager of the Janus Henderson Global Life Sciences Strategy, provides his take on 2017 and discusses the outlook for his industry in the coming year.
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Compelling yield opportunities in 2018 for equity income investors

by 

1 year ago
Alex Crooke, Head of Global Equity Income, believes that investors will focus more on valuations in 2018, rotating towards more cyclical areas of the markets, and that dividend yields remain compelling.
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Emerging market credit in 2018: don’t underestimate China

by Steve Drew

1 year ago
Steve Drew, Head of Emerging Market Credit, sees China’s ability to affect risk in markets not just as an Emerging Market (EM), but a global story. He explains why many of the key themes from past years are likely to dominate emerging markets again in 2018; however, the risks are now more balanced overall than this time last year.
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European equities in 2018: disruptors, enablers and political risk

by James Ross, Tim Stevenson

1 year ago

​Tim Stevenson and James Ross, portfolio managers in the Janus Henderson Pan European Equities Team, provide their views on 2017 and their outlook for 2018. They discuss the benefits of owning ‘disruptors’ in the market, the political risks that still remain a threat and areas that look to be promising for the future.

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2018 bodes well for total returns in the high yield market

by Seth Meyer

1 year ago
Seth Meyer, Portfolio Manager, reflects on the resilience of the high yield asset class in 2017 and believes that this will play through to 2018, due to the strong technical picture and low default rates, which leaves him optimistic about total return opportunities in this market.
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