by George Crowdy, CFA
by Daniel Siluk, Nick Maroutsos
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.
by Hamish Chamberlayne, CFA
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.
by Chris Diaz, CFA
by Mayur Saigal
by Ashwin Alankar, Ph.D.
Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class. In April, the options-based market signals finally started to show signs of inflation and the upward trend of expected inflation continues to rise.
by Jenna Barnard, CFA
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.
by Tal Lomnitzer, CFA
US Treasury spreads are at their lowest level in more than a decade and an inverted US yield curve is typically a precursor of a recession. Given the mining sector’s sensitivity to economic growth prospects, this could be seen as a harbinger of underperformance. Tal Lomnitzer, Senior Investment Manager in the Janus Henderson Global Natural Resources Team, explains why they are not concerned.
by Nick Maroutsos
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.
by Janus Henderson Emerging Market Equities Team
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.
by Valerie Azuelos
Global equities have enjoyed one of their best starts to a year in 2019. Valerie Azuelos, Managing Director at Intech, explains what Intech’s proprietary risk metrics say about stocks now.
by Ben Lofthouse, CFA
Hamish Chamberlayne, Portfolio Manager for Janus Henderson’s Global Sustainable Equity strategy, discusses recent developments affecting the world of Sustainable & Responsible Investment (SRI), and the fund’s positioning, performance, and activity.
Nick Maroutsos, Co-Head of Global Bonds, considers the importance of understanding correlation in terms of achieving diversification.
by Richard Clode, CFA
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.
by Jim Cielinski, CFA
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
Nick Maroutsos, Co-Head of Global Bonds, explains why it is important to focus on quality bonds in periods of potential bond market volatility.
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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