Tell Tail Signs: April 2019 – Finally, some signs of inflation…

by Ashwin Alankar, Ph.D.

1 month ago

​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.

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Options imply US may struggle to win trade war with China

Chinese President Xi Jinping has more tools at his disposal to deal with the potential negative effects of trade tariffs than his American counterpart Donald Trump, say Myron Scholes and Ash Alankar of the Janus Henderson Adaptive Asset Allocation Team.

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China may have upper hand in escalating trade war with US

by Ashwin Alankar, Ph.D.

1 month ago
In this video, Dr Ashwin Alankar, Head of Global Asset Allocation, discusses why China may have patience on its side in its escalating trade war with the US.
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Greed is Good?

by Nick Watson, CFA

1 month ago
​Nick Watson, fund manager on the UK-based Janus Henderson Multi-Asset Team, argues that understanding a company's environmental, social and governance risks can be vital in enhancing clients' long term returns.
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Continued signs of momentum in US stocks

by Jeremiah Buckley, CFA

1 month ago

​In this video update, Portfolio Manager Jeremiah Buckley says that, despite worries about a slowing economy, US companies could deliver growth a while longer.

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Brexit – political pressure builds

by Paul O'Connor

2 months ago

​Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, considers the current state of Brexit given a six-month extension to the deadline for Britain to leave the European Union.

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Tell tail signs: April 2019 - The twilight of accommodative monetary policy's efficacy

by Ashwin Alankar, Ph.D.

2 months ago

​​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. With the rally in growth assets continuing into March, the options signals now indicate that growth assets are in line with their historical average.

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Beware of concluding that recession must quickly follow inversion

​Myron Scholes, Chief Investment Strategist, and Ashwin Alankar, Head of Global Asset Allocation, argue that market conditions do not currently support the contention that the US economy must soon be headed for contraction after 3-month Treasury yields moved higher than 10-year rates at the end of March.

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What's next for global equities?

by Ashwin Alankar, Ph.D.

2 months ago
In this video, Ashwin Alankar, Head of Global Asset Allocation, discusses how the outlook for global stocks has changed and why inflation could still be a risk in the US.
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Is there still room for progress in US equity markets?

by Jeremiah Buckley, CFA

2 months ago

​Portfolio manager Jeremiah Buckley, who works alongside Marc Pinto on the Balanced strategy, outlines some of the investment themes guiding his cautiously optimistic view on the prospects for US equities. He also gives some insight into how the Janus Henderson Balanced Fund is built to reflect the changing market environment.

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Brexit quick view: No, no, no, no, no, no, no and no.

by Paul O'Connor

3 months ago

​​Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, discusses the ongoing impasse within Parliament as MPs unsuccessfully attempt to narrow down approaches to Brexit.

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Q&A with Dean Cheeseman: Core Income

by Dean Cheeseman

3 months ago

​Dean Cheeseman, Manager on the UK-based Multi-Asset Team, takes a look at the outlook and performance of the Janus Henderson Multi-AssetCore Income range and discusses value, volatility and the disappearance of the 'free lunch'.

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Tell tail signs: March 2019 - Any more catalysts for risk assets?

by Ashwin Alankar, Ph.D.

3 months ago

​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. Today, the signals indicate that the ‘level of cheapness’ of global equities has drifted from the extremely cheap levels seen at the beginning of the year, to just average levels today.

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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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Post-game analysis: Multi-Asset Core Income part 2

by Nick Watson, CFA

4 months ago

​Nick Watson, fund manager for the UK-based multi-asset team, concludes his ‘match report’ for the performance of Janus Henderson’s Multi-Asset Core Income range in 2018.

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Tell tail signs: February 2019 - Thank you Fed, at least for now

by Ashwin Alankar, Ph.D.

4 months ago

​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. Now that the 'Fed Put' is back in play, this report takes a look at how options market signals are positioned.

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Time to go domestic for US equities in 2019?

Can a strong corporate backdrop help U.S. equities to deliver a positive return in 2019? Portfolio Managers Marc Pinto and Jeremiah Buckley look at the prospects for domestic U.S. equities, following a turbulent 2018, and some of the themes that they believe could create value over time. They also consider some of the key issues facing fixed income markets.

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Post-game analysis : Multi-Asset Core Income part 1

by Nick Watson, CFA

4 months ago

Nick Watson, fund manager for the UK-based multi-asset team, provides his ‘match report’ for Janus Henderson’s Multi-Asset Core Income range in 2018. In this article, he looks at the divergent market forces that drove performance.

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Multi-Asset: Market Review and Outlook

by Paul O'Connor

4 months ago

Paul O’Connor, Head of Multi-Asset, discusses the events that have unfolded in the closing half of 2018 and how these are shaping his team’s outlook.

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Is patience always the best course of action?

by Oliver Blackbourn, CFA

4 months ago

Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, discusses the implications of the US Federal Reserve’s new dovish stance and questions whether patience is always the best approach.

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