Type: Irish Investment Company

Credit where credit’s due

by Daniel Siluk, Nick Maroutsos

3 weeks 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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Value investing: back in favour?

by Alec Perkins

3 weeks ago

​Alec Perkins, Portfolio Manager for Perkins' Value Strategies, discusses the global themes he expects to impact markets, performance year to date, and why he believes a value-based approach to investing in US equities provides compelling long-term opportunities.

 
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Treasury yields continue to fall as trade wars ramp up

by Chris Diaz, CFA

1 month ago
Yields on global bonds continued to fall this week as concerns over trade issues escalated and recent US economic data disappointed. Chris Diaz, Co-Head of Global Bonds, discusses the potential implications 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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Maximising opportunities: the importance of correlation and diversification

by Nick Maroutsos

2 months ago

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

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Combatting bond market volatility with global diversification

by Nick Maroutsos

2 months 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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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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Current market conditions - what is the data telling us?

by Ashwin Alankar, Ph.D.

3 months ago
Ashwin Alankar, Head of Global Asset Allocation, believes that data can tell us a lot about what is going on in the marketplace. In this video, he discusses what current data may be indicating for the wider market.
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Quantitative un-easiness

by Nick Maroutsos

4 months ago


Nick Maroutsos, Co-Head of Global Bonds, explains why bonds offer potentially attractive qualities for income-focused investors worried about rising equity market volatility.

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Intech: a perspective on the current stability of global equity markets

by Adrian Banner, Ph.D.

5 months ago

​The Intech Equity Market Stress Monitor is a collection of five metrics Intech believe are reliable indicators of equity market stress, based on the company’s 30-year history of studying volatility.

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The end of US rate hikes?

by Nick Maroutsos

5 months ago

Nick Maroutsos, Co-Head of Global Bonds, argues why the US Federal Reserve has likely hit the pause button on future rate hikes.

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The Long view: notes from the road in Taiwan

by Glen Finegan

5 months ago

The Janus Henderson Global Emerging Market Equities Team recently visited Taiwan, a country that has been a source of high-quality companies over the years. Here the team examines key findings, risks and opportunities from the trip.​

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Risks and opportunities in Agency MBS

by John Kerschner, CFA

5 months ago

​A number of factors are set to influence agency mortgage-backed securities (MBS) in 2019. John Kerschner, Head of US Securitized Products, discusses the market dynamics and the risks and opportunities on the horizon.

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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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Tail Risk Report: December 2018 – what will move?

by Ashwin Alankar, Ph.D.

6 months ago

​Janus Henderson’s US-based Multi-Asset Solutions Team present their latest tail risk report, using option market prices to infer expected tail gains and losses for each asset class.

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BBB securities: a reach for yield with long-term repercussions?
As investors seek higher returns following a long period of very low rates, issuers are taking advantage by issuing longer-term debt for lower-rated securities, notably in the BBB sector. In this video, Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England discuss the risks presented by a large influx of BBB-rated securities.
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Tail Risk Report - we see softness ahead...

by Ashwin Alankar, Ph.D.

7 months ago

​Janus Henderson's US-based Multi-Asset Solutions Team presents their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class. This explains expected tail loss levels are moving towards their longer-term averages and the so-called “great moderation” may be a thing of the past.

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Fixed Income: a nimble approach needed in 2019

by Seth Meyer, CFA, Tom Ross, CFA

7 months ago
As the US Federal Reserve risks executing on an overly aggressive tightening path, and the economic and credit cycles continue to progress, Fixed Income Portfolio Managers Seth Meyer and Tom Ross highlight the importance of a nimble approach to fixed income.
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EM equities: Selective opportunities in less popular markets
Glen Finegan and Ian Tabberer, respectively Head of and Portfolio Manager on the Global Emerging Market Equities Team, believe that South Africa offers compelling long-term opportunities for investors focused on valuation.
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Thoughts and bonds: the beginning of the end

​‘Thoughts and bonds’ is a quarterly view and outlook for the fixed income markets from several fixed income managers who share their insights on potential investment risks and opportunities.

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