Regional focus: North America

Fed leaves market with cliffhanger

by Nick Maroutsos

4 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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The importance of being active: why passive exposure in high yield is not enough

by Brent Olson, Seth Meyer, CFA

3 weeks ago
​The US high yield market’s modest return in August obscured significant divergence of returns within the index. Portfolio Managers Seth Meyer and Brent Olson discuss why this dispersion demonstrates that opportunities exist in high yield, and why they believe active management is a key component of capitalising on those opportunities. ​
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Under the microscope: pioneering companies changing lives

by Andy Acker, CFA

1 month ago

​Andy Acker, Portfolio Manager on the Global Life Sciences Team, seeks companies that are pioneering life-changing innovations. Here, he discusses the cutting-edge developments being made in the medical field by some of these companies.

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Let others’ mistakes be your opportunity

by Greg Kolb, CFA

1 month ago
Are investors missing out on an opportunity to invest in well-managed, financially well-capitalised companies at fundamentally cheap prices? Gregory Kolb, Chief Investment Officer at Perkins Investment Management*, underlines the importance of taking a comprehensive view of portfolio positioning at a time of slowing global growth.
 
*Perkins Investment Management is a subsidiary of Janus Henderson. 
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Attaching a price to bond market liquidity

by John Fujiwara

1 month ago

​Portfolio Manager John Fujiwara and Research Analyst Lucy Holden discuss how low yields and volatile markets reinforce the risk premium commanded to provide bond market liquidity.

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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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Tug of war: slowing growth versus easing monetary policy

The US Federal Reserve’s policy shifts have helped support markets in 2019. US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, share their views on the likelihood, timing and scale of any rate cuts in the coming months.

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Do tariffs impact US small caps?

by Craig Kempler, CFA

3 months ago

​Small caps tend to earn a majority of their revenues domestically. Still, that may not insulate the stocks from the brunt of tariffs, says Craig Kempler, Portfolio Manager at Perkins Investment Management. This article gives his view on what investors can do.

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Value investing: back in favour?

by Alec Perkins

4 months 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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US value: The case for defensive quality

by Alec Perkins, Ted Thome, CFA

4 months ago

Despite the recent long run from growth and momentum investing, mean reversion is inevitable. In this article, Ted Thome and Alec Perkins, Portfolio Managers at Perkins Investment Management*, consider the prospects for value, following a decade-long bull market for growth and momentum strategies, and outline how they think wary investors can best avoid the value trap.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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The booming US stock market … will it last?

by Greg Kolb, CFA

4 months ago

Knowing when and where to act is never easy, when it comes to investing, In this article, Gregory Kolb, Chief Investment Officer at Perkins Investment Management*, looks at the drivers driving the long US bull market, and considers the strategies that investors might use in a world where lower returns are perhaps more likely than in the recent past.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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How did they miss it? Central bankers and the global economic downturn…

by Jenna Barnard, CFA

5 months 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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Leveraged loans — a look behind the headlines

by Elissa Johnson

5 months ago

​The financial press has not been short of alarming headlines on leveraged loans in recent months. Elissa Johnson, Portfolio Manager within Janus Henderson’s specialist loans team headed by David Milward, clarifies some of the negativity in the messages from a European perspective...

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Fed pivot slows advent of cycle’s end

​US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, discuss what the US Federal Reserve's newly dovish stance means for markets.

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Go with the flow in life, not when investing

by Greg Kolb, CFA

7 months ago

What works in one sphere of life may not in another, and so it is with investing. In this article, Gregory Kolb, Chief Investment Officer at Perkins Investment Management*, considers the importance of taking an independent view, based on data, rather than following the prevailing market view. He also argues the potential benefits of a balanced portfolio at times of higher market uncertainty.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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Risks and opportunities in Agency MBS

by John Kerschner, CFA

8 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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Inflation: is that it?

by John Pattullo

8 months ago
John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors, which in his opinion, indicate that current inflation is much more cyclical than structural.
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Tail Risk Report: December 2018 – what will move?

by Ashwin Alankar, Ph.D.

9 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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Don’t buy the dip, buy bargains

by Greg Kolb, CFA

9 months ago

A ‘buy the dip’ strategy has worked well for many investors over the past decade, but are investors too trusting of market forecasts? In this article, Gregory Kolb, Chief Investment Officer at Perkins Investment Management*, considers whether investors should take the risk of trying to time a change in market direction.

*Perkins Investment Management is a subsidiary of Janus Henderson.

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