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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Growth slowing but precipitous drop unlikely

by Carmel Corbett Wellso

3 weeks ago
A new video, 'Growth slowing but precipitous drop unlikely', is now available on the blog.

Although the current economic expansion is ageing (bringing us nearer to a recession) leading indicators do not indicate a sharp contraction. What does that mean for equity investors? Director of Research Carmel Wellso explains.

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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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Volatility warrants caution in US high yield

by Seth Meyer, CFA

1 month ago
In a period of falling interest rates, yield is valuable, and high yield therefore remains an attractive asset class. However, with increased interest rate volatility and uncertainty around economic growth, Portfolio Manager Seth Meyer says a cautious approach and a focus on strong company fundamentals are warranted.
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Secured Credit Insight: new EU securitisation regulations made simple

by Ed Panek

2 months ago

​With the new EU securitisation regulations in force since the beginning of the year, Edward Panek, Head of ABS Investment in London and a member of the Secured Credit team, examines the main features of the regulation, sharing the team’s interpretation of the rules.

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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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Convergence returns to the fore

by Jim Cielinski, CFA

2 months 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

2 months ago

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

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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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High yield bond: pushing boundaries

by Seth Meyer, CFA, Tom Ross, CFA

2 months ago

​The dovish tilt to global monetary policy should be supportive of asset prices in the near term but portfolio managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high yield bonds.

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

by Paul O'Connor

2 months 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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Global Sector Views: June 2019

by 

3 months ago

​​Carmel Wellso and the US-based Global Research team share their views on equity markets in the June 2019 edition of Global Sector Views.

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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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Credit where credit’s due

by Daniel Siluk, Nick Maroutsos

3 months 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

3 months 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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Treasury yields continue to fall as trade wars ramp up

by Chris Diaz, CFA

4 months 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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Dovish central banks extend cycle: higher corporate credit allocation may be warranted

by Mayur Saigal

4 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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