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Catching falling angels: finding opportunities in crossover credit

​A growing segment of BBB rated securities are priced to fall into the high yield market. In our view, this trend could create opportunities for investors who are willing to look across both the ratings spectrum and credit sectors, say Portfolio Managers Seth Meyer and Brent Olson.

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Fed leaves market with cliffhanger

by Nick Maroutsos

3 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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Taking a balanced approach to investing in cancer therapy

​As immunotherapies are being developed to address some of the most common types of cancers globally, a number of biotechnology companies are focused on delivering targeted therapies for smaller subsets of the disease. Both approaches are worthy of investors’ consideration, say Portfolio Manager Andy Acker and Research Analysts Dan Lyons and Luyi Guo.

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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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Inflation risks in a distracted market

by Ashwin Alankar, Ph.D.

1 month ago

​The US inflation rate has remained stubbornly low. Still, Ashwin Alankar, Head of Global Asset Allocation, says a combination of factors is helping to set the stage for a potential inflationary shock.

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Janus Henderson US Venture Fund to re-open to new investors

by 

1 month ago

​On 2 September 2019, the Janus Henderson US Venture Fund will re-open to new investors.

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For small caps, index multiples obscure risks

​The price-to-earnings (P/E) ratio for the Russell 2000® Growth Index looks reasonable but may obscure certain risks. Portfolio Managers Jonathan Coleman and Scott Stutzman explain why the earnings multiple can be misleading, where some risks are within small-cap investing and where they still see reasonably valued growth opportunities.

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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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Drug pricing reform shifts continue

by Andy Acker, CFA

2 months ago

Recently, the Trump administration abandoned plans to overhaul drug rebates in Medicare while a federal judge ruled against listing prescription drug prices in TV ads. But US drug reform is far from over, with implications for investors, says Portfolio Manager Andy Acker and Health Care Research Analysts Luyi Guo and Rich Carney.

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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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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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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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The Fed’s decision: Steady rates today – but lower down the road?

by Nick Maroutsos

5 months ago

​Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s decision at its May policy meeting to keep rates steady and why the central bank’s next move could be a rate cut.

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Continued signs of momentum in US stocks

by Jeremiah Buckley, CFA

5 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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Restricted area - the encroaching politicisation of central banks

by Nick Maroutsos

5 months ago

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.

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Maximising opportunities: the importance of correlation and diversification

by Nick Maroutsos

5 months ago

​Nick Maroutsos, Co-Head of Global Bonds, considers the importance of understanding correlation in terms of achieving diversification.

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Combatting bond market volatility with global diversification

by Nick Maroutsos

5 months ago

​Nick Maroutsos, Co-Head of Global Bonds, explains why it is important to focus on quality bonds in periods of potential bond market volatility.  

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The silver tsunami: can REITS help you ride the wave?

‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the fourth article in the series, Tim Gibson, Guy Barnard and Greg Kuhl discuss the issue of an ageing population and how REITs can provide a way to capitalise on this demographic trend.

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Current market conditions - what is the data telling us?

by Ashwin Alankar, Ph.D.

6 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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Quantitative un-easiness

by Nick Maroutsos

6 months ago


Nick Maroutsos, Co-Head of Global Bonds, explains why bonds offer potentially attractive qualities for income-focused investors worried about rising equity market volatility.

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