Novo Nordisk: global leader in diabetes care

by Jamie Ross, CFA

1 week ago

​Jamie Ross, Manager of Janus Henderson Pan European Equity Fund, provides a snapshot of the typical analysis undertaken on every company considered for the portfolio. In this case, he explains the rationale behind the inclusion of the Danish pharmaceutical company Novo Nordisk.

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Asian Credit: where returns may actually match risk

by Nick Maroutsos

1 week 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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Downturn implications and a reconvergence of rates

by Jenna Barnard, CFA

1 week ago

​Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.

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High yield bond: pushing boundaries

​The dovish tilt to global monetary policy should be supportive of asset prices in the near term but portfolio managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high yield bonds.

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Quality growth in Europe: the five point checklist

by Jamie Ross, CFA

3 weeks ago

​What are the characteristics of a company potentially capable of generating reliable growth year after year? Here, Jamie Ross, manager of the Janus Henderson Horizon Pan European Equity Fund, gives insight into the team’s investment process, designed to identify good quality businesses capable of delivering sustainable and high returns over time.

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Do you remember the Great Financial Crisis?

by John Pattullo

1 month ago

​John Pattullo, Co-Head of Strategic Fixed Income, explains how after the failure of QE to generate any sustainable growth or inflation the dial has turned to various forms of fiscal policy. But as he argues, a successful formula has to combine fiscal and monetary policies with structural reform.

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Essentials: Janus Henderson Horizon Pan European Equity strategy

by Jamie Ross, CFA

1 month ago
This  ‘Essentials’ video provides an introduction to the actively managed Pan European Equity strategy run by European specialist Jamie Ross.
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Using the 1890s as a guide to bond investing (not the 1980s)

by Jenna Barnard, CFA

3 months ago

​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.

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Under the bonnet of Euro high yield bond

by Tom Ross, CFA

3 months ago
In this video, Tom Ross, Co-Manager on the Janus Henderson Horizon Euro High Yield Bond Fund, delves into the workings of how the team manage the strategy, including the special role that analysts perform and the inefficiencies they look to exploit when driving returns for investors. 
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How did they miss it? Central bankers and the global economic downturn…

by Jenna Barnard, CFA

3 months ago

​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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European high yield – markets in focus

by Tom Ross, CFA

3 months ago
With central bank policy in flux and conflicting economic data, Tom Ross, Corporate Credit Portfolio Manager, takes a look at the market conditions facing investors in European high yield bonds.
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An American flavour to European high yield

​Tom Ross and Tim Winstone, Corporate Credit Portfolio Managers, explore the reasons why US companies are borrowing through European bond markets and why this creates potential opportunities for investors

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Volatility... down but not out?

by 

4 months ago

The Global Bonds team at Janus Henderson reflects on the decline in volatility and how asymmetry in market pricing could present opportunities.
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Fascinated by income

by Tom Ross, CFA

4 months ago

​Tom Ross, corporate credit portfolio manager, looks at the idiosyncrasies of the European high yield bond market, one of the last bastions of income in a yield-starved world.

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Strategic Fixed Income: early innings of a sovereign bond bull market?

by Jenna Barnard, CFA

4 months ago
Jenna Barnard, Co-Head of Strategic Fixed Income, shares her latest views on the bond markets; remaining bullish on duration and retaining a defensive stance in credit.
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European equities: a growing watch list of opportunities

by Jamie Ross, CFA

4 months ago
In this video update, European equities manager James Ross outlines his ‘balanced, slightly bullish’ views on the European market. While investors’ attention has been caught up by political theatrics, escalating trade tensions and signs of slowing growth across the globe, James continues to focus on good quality businesses that he believes can consistently deliver a high return on capital over time.
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BBB debt — it’s complicated

by Nicholas Ware

4 months ago

​Nicholas Ware, Portfolio Manager within the Strategic Fixed Income team, discusses the unusually rapid growth of the BBB market for bonds and the implications for the high yield market given where we are in the economic cycle.


 
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Perspectives on credit

by Tom Ross, CFA

4 months ago
As economic data disappoints and central banks row back on their tightening rhetoric, Tom Ross, Corporate Credit Portfolio Manager, considers what this means for corporate bond markets.
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Macro signals — early signs often come from the ground

by John Pattullo

5 months ago

John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.

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The end of US rate hikes?

by Nick Maroutsos

5 months ago

Nick Maroutsos, Co-Head of Global Bonds, argues why the US Federal Reserve has likely hit the pause button on future rate hikes.

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