QE is dead, long live enhanced forward guidance and reinvestments

by Andrew Mulliner

1 day ago

​Andrew Mulliner, portfolio manager within the Global Bonds team, reveals an inconsistency within the European Central Bank’s decision to end quantitative easing.

More
Flexibility in a low yield world

by Andrew Mulliner

2 days ago
Andrew Mulliner, Portfolio Manager within Global Bonds shares his views on where we are in the economic cycle, pointing out that the rising rates environment is not a global phenomenon.
More
European video outlook: investor positioning will matter in 2019

by John Bennett

4 days ago
Is it a good time to look at Europe for bargains? In this video, John Bennett, Director of European Equities at Janus Henderson, considers the case for active management in Europe in 2019. He also discusses why he thinks investors should remember the importance of ‘quaint’, old-fashioned metrics like valuation, cash flow and balance sheets.
More
Strategic Fixed Income: visible signs of a late-cycle world
A concoction of elements all point to the fact that the global economy is now definitively in the late-cycle stage, while narrative fallacies flourish in the markets. 
More
Perspectives on US high yield

by Seth Meyer

1 week ago
In this video, Portfolio Manager Seth Meyer discusses the US high-yield fixed income market, including how it has changed compared with ten years ago and the current health of fundamentals and technicals within the sector.
More
Is Europe an undervalued prospect for long-term growth?

by James Ross, Tim Stevenson

1 week ago

​Tim Stevenson and James Ross, Co-Managers on the Janus Henderson Horizon Pan European Equity Fund, reflect on the prospects for European equities in 2019, at a time of political uncertainty and slowing economic growth. Tim addresses his upcoming retirement, while James looks at the fund’s strategic positioning, in the search for high-quality/high-return businesses capable of generating higher returns in future.

More
Global equities: growth or value?

by Gordon Mackay

1 week ago
In this video update, Portfolio Manager Gordon Mackay discusses whether the Global Equities Team have been concerned by rising volatility and, with the ongoing debate of value versus growth, how the strategy they manage is positioned in terms of style. 
More
Quick view: China/US trade war truce

by Charlie Awdry

1 week ago

​After talks at the G20 summit in Argentina last weekend brought a temporary truce in the China/US trade wars, Charlie Awdry, China equities portfolio manager, provides an update.

More
Perspectives on the credit cycle

by Tom Ross

1 week ago
Tom Ross, credit portfolio manager, discusses what the end of the credit cycle might look like. He looks at opportunities amid spread widening, the potential risk of BBB downgrades and how the rise of dispersion is affecting different sectors and individual credits.
More
Tech market sell-off: the bigger picture

In this article, Alison Porter, Richard Clode and Graeme Clark, portfolio managers in the Janus Henderson Global Technology Team, explain what has driven the recent correction in the technology market and how this recent volatility affects the team’s positioning going forward.

More
Fundamentals are healthy but keeping the faith may be tested in 2019

by Paul O'Connor

3 weeks ago

​Paul O’Connor, head of the Janus Henderson Investors UK based Multi-Asset team, discusses 2019’s potential headwinds and tailwinds and how a multi-asset approach could help to smooth the ride for investors.

More
Technology: disruption at a deeper level in 2019?
US/China trade friction is symptomatic of a deeper confrontation that has technology at its core, say Richard Clode, Alison Porter and Graeme Clark, Global Technology Portfolio Managers. The pathway to a denouement and the direction of the yield curve should shape global technology equity markets in 2019.
More
Is Europe playing tortoise to the hare?

by John Bennett

3 weeks ago
European equities manager John Bennett gives his thoughts on a potential change in market leadership, following a lengthy period of outperformance for smaller and mid-sized growth stocks. He also considers the prospects for better performance from good quality European names that have been unfairly hit by negative market sentiment.
More
Are we at a turning point in sentiment towards Europe?

by 

3 weeks ago
Europe remains a relatively unpopular region for global investors, despite some positive indicators. But are parts of the market now fundamentally undervalued? In this forward-looking perspective, European equities manager Ollie Beckett considers the prospects for better performance from European smaller caps in 2019.
More
Europe: are we seeing a reversal in the drivers of equity markets?

by Nick Sheridan

3 weeks ago
With economic growth expectations plateauing and global liquidity drying up, are we at a turning point for global markets, in terms of the leadership of US equities and the dominance of growth? Here, European equities manager Nick Sheridan considers the prospects for European equities in 2019.
More
EM equities: Selective opportunities in less popular markets

by Glen Finegan, Ian Tabberer

3 weeks ago
Glen Finegan and Ian Tabberer, respectively Head of and Portfolio Manager on the Global Emerging Market Equities Team, believe that South Africa offers compelling long-term opportunities for investors focused on valuation.
More
Asian equities: China remains a double-edged sword

by Andrew Gillan

3 weeks ago
Andrew Gillan, Head of Asia ex Japan Equities, expects China to remain central to the key opportunities and risks for Asian equity markets in 2019.
More
Chinese equities: could 2019 see a much needed shake-out?

by Charlie Awdry

3 weeks ago
Chinese equity markets will be anything but dull in 2019, says Charlie Awdry, China equities portfolio manager, with plenty of opportunities for the active investor.
More
Global equities: Focus on predictable long-term trends

by Ian Warmerdam

3 weeks ago
Ian Warmerdam, Head of the Edinburgh-based Global Equities Team, believes that in 2019 and beyond investors should focus on companies with fundamental resilience and that are operating in end markets with long-term secular growth.
More
Strategic Fixed Income: end of the cycle… are we there yet?

by Jenna Barnard, John Pattullo

3 weeks ago
With the markets finally coming round to the idea of the late-cycle stage in the economies, John Pattullo and Jenna Barnard, Co Heads of Strategic Fixed Income, share their thoughts on the subject, expanding on the risks and opportunities arising from this theme in 2019.
More

Related funds

Important message