Type: OEIC/Unit trust

Fed leaves market with cliffhanger

by Nick Maroutsos

2 days ago

​The US Federal Reserve lowered its benchmark rate at its September meeting, but is divided about whether further cuts will be needed this year. Co-Head of Global Bonds, Nick Maroutsos, says the stance creates uncertainty for investors and ignores structural challenges in the global economy.

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Topical questions amid a more political economy

by Nick Maroutsos

2 weeks ago

​In this short question and answer session Nick Maroutsos, Co-Head of Global Bonds, looks at the macroeconomic landscape and how it is shaping their investment decision-making within the Absolute Return Income strategies.

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Don’t let the trade wars detract from Asia’s structural growth story

by Andrew Gillan

3 weeks ago

​Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the reasons why investors should be less preoccupied by the machinations of the trade war and instead focus on Asia’s long-term structural growth story, strong fundamentals and the diversification benefits that the region can add to a balanced portfolio.

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Trade wars, ESG and demographics in China: your questions answered

by May Ling Wee, CFA

1 month ago

​In this Q&A, May Ling Wee, China equities manager, responds to key concerns for investors in China, including the impact of trade friction, environmental, social and governance (ESG) factors as well as demographic issues. She also discusses how this is creating investment opportunities and favoured sectors.

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Quick view: Fed turns a page, cuts rates

by Nick Maroutsos

2 months ago

​Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s first rate cut in more than a decade and what it means for investors.

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Dividend growth exceeding expectations

by Ben Lofthouse, CFA

2 months ago
In this video update Ben Lofthouse, Head of Global Equity Income, examines recent market performance, discusses where he sees opportunities and risks for investors, assesses the impact of Brexit and US-China trade discussions, and provides his outlook for the rest of 2019.
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Global Sustainable Equity: news and opportunities (Q3 2019 update)

by Hamish Chamberlayne, CFA

2 months ago

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

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Asian Credit: where returns may actually match risk

by Nick Maroutsos

2 months ago

​Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.

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Downturn implications and a reconvergence of rates

by Jenna Barnard, CFA

2 months ago

​Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.

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​Global equities: a disciplined approach to market uncertainty

by Steve Weeple

3 months ago

​In this Q&A, Portfolio Manager Steve Weeple discusses why the Janus Henderson Global Equities Team avoids trying to predict economic and political cycles or market sentiment. Instead they take a disciplined, long-term approach, seeking to invest in a portfolio of high-quality, growing companies that have the resilience to weather unforeseen events.

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A change of flow in global water

by George Crowdy, CFA

3 months 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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EU elections: all thunder and no lightning

by Ollie Beckett

4 months ago

European smaller caps Porfolio Manager Ollie Beckett responds to the EU elections result, outlining his views on the significance for European equities, and what he sees as the areas of interest in the months ahead.

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Using the 1890s as a guide to bond investing (not the 1980s)

by Jenna Barnard, CFA

5 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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Restricted area - the encroaching politicisation of central banks

by Nick Maroutsos

5 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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EM equities: positioning and opportunities (Q2 2019 update)

​The Janus Henderson Global Emerging Market Equities Team provides an update on the Janus Henderson Global Emerging Market Equities All-Cap Strategy, covering market performance, investment activity, portfolio positioning and their outlook for the asset class.

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Positive outlook for dividends

by Ben Lofthouse, CFA

5 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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Maximising opportunities: the importance of correlation and diversification

by Nick Maroutsos

5 months 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

5 months 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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Combatting bond market volatility with global diversification

by Nick Maroutsos

5 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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