Life in the conflict zone

by Paul O'Connor

1 week ago

​Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the continuing trade war between China and the US, possible trade conflicts among other countries and how this has shaped his global outlook.

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Process in action: this time is different?!

by Nick Watson, CFA

2 weeks ago

Nick Watson, a Fund Manager on the UK-based Multi-Asset Team, observes the hidden risks and relationships lurking in quality investment styles and the potential benefits of adding some complementary (but unloved) value styles to a UK portfolio.

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Quick view: ​Mid-cycle adjustment - one in a row

by Paul O'Connor

3 weeks ago

​Paul O'Connor, Head of the UK based Multi-Asset Team, examines the market's response to the Fed's first rate cut in over 10 years.

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UK politics: new leader, old problems

by Paul O'Connor

1 month ago

​Paul O'Connor, Head of the UK-based Multi-Asset team, discusses confirmation of Boris Johnson's appointment as UK Prime Minister and the highly uncertain outlook for Brexit that he, and his divided government must navigate, and the likely market response.  

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Tell Tail Signs: July 2019 - Inflation signs holding up

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1 month ago

​​Janus Henderson's US-based Adaptive Multi-Asset Solutions Team present their latest Tail Risk Report, using market prices to infer expected tail gains and losses for each asset class. In June, options pricing models showed signs of mild inflationary pressures; this is consistent with signals over the past two months.

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Quick view: “An ounce of prevention”, interest rate cuts signalled by the Fed

by Oliver Blackbourn, CFA

1 month ago

​Oliver Blackbourn, a Fund Manager on the UK-based Multi-Asset Team, discusses the strong likelihood that the FOMC will deliver a rate cut at their July meeting - and beyond.

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

by Paul O'Connor

1 month 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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Investment themes that matter - Market GPS discussion
In this video, Co-Head of Equities Alex Crooke, Global Head of Fixed Income Jim Cielinski and Global Head of Multi-Asset and Alternatives Michael Ho explore the key themes shaping the investment landscape for the second half of 2019. Aligning with the Janus Henderson Mid-Year Market GPS outlooks, the discussion assesses potential impacts and opportunities for investors in the months ahead.
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US-China trade negotiations — another ceasefire

by Paul O'Connor

2 months ago

Paul O’Connor, Head of the UK-based Multi-Asset Team, shares his views on the meeting between the US and China at the G20 Summit in Osaka and explains why the ceasefire does not necessarily mean an end to the trade war.

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All shook up

by Jeremiah Buckley, CFA

2 months ago

​An unprecedented level of disruption has created compelling investment opportunities for those who know where to look, notes Jeremiah Buckley, Portfolio Manager on the Janus Henderson Balanced team.

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Tell Tail Signs: June 2019 - Signs of inflation continue...

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2 months ago

​Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using market prices to infer expected tail gains and losses for each asset class. In May, signals continued to forewarn that inflation may not be dead.

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Mid-year Market GPS

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2 months ago

​As a follow up to our annual Market GPS outlook, here we revisit the themes with the potential to reshape the investment landscape. How have the themes played out so far this year, where do they go from here and what else should be on investors’ radar?

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​​Making the world go round: why we invest in infrastructure

by James de Bunsen, CFA

2 months ago

​James de Bunsen, Portfolio Manager on Janus Henderson’s UK-based Multi-Asset team, discusses the solid attractions of infrastructure investment.

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Giving undue credit?

​Oliver Blackbourn & Jamie Sandells of the Janus Henderson UK-based Multi-Asset Team on the reported decrease in corporate credit quality and the impact on US IG corporate bond credit spreads.

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Brexit update: May's departure is a game changer

by Paul O'Connor

3 months ago

​Paul O'Connor, Head of the UK-based Multi-Asset Team, on dead ends, game changers and the difficult choices faced by the incoming Conservative prime minister.

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

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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. 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

by Myron Scholes, Ph.D.

3 months ago

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

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3 months 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

3 months 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

4 months 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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