Australia, Canada and Sweden: save the last dance for me

by Jenna Barnard, CFA

1 year ago

​Jenna Barnard, Co-Head of Strategic Fixed Income at Janus Henderson Investors, explains the rationale for positioning around the team’s ‘divergent economies and monetary policies’ core theme. 

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Quick view: Italian elections - a fixed income perspective

by Tom Ross, CFA

1 year ago

​Tom Ross, Portfolio Manager within Janus Henderson's Global Credit Team, considers the impact of the Italian elections on fixed income markets as populist parties make gains.

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US debt: upping the ante on growth

by Darrell Watters

1 year ago

In this article, Darrell Watters, Head of North America Fixed Income at Janus Henderson Investors, provides his views on the impact of the additional US government spending that is as a result of the recently approved budget deal by the US Congress.

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Strategic Fixed Income — let’s talk inflation

by Jenna Barnard, CFA

1 year ago
Ahead of the release of US inflation data tomorrow, Co-Head of Strategic Fixed Income, Jenna Barnard, discusses the markets’ fixation on a regime shift in inflation and the resulting impact on government bonds. The Strategic Fixed Income Team, however, see a different scenario playing out in the long term.
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Alternative lifestyle

by Ainslie McLennan

1 year ago

Ainslie McLennan, co-manager of the Janus Henderson UK Property PAIF, explains how many areas of the alternative commercial property sector, such as cinemas, student accommodation and hotels, are in tune with trends shaping the modern world and are becoming sought-after income-producing assets.

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Thoughts and bonds - a balancing act

'Thoughts and bonds' provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team, giving insights on potential risks and opportunities ahead.

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Disruptive technology - the return of  the disrupted?

by David Smith, CFA

1 year ago

​Despite the phrase “Disruptive technology” being coined by Harvard Business School professor Clayton M Christensen in 1997, the concept has been around for centuries.  The car replacing the horse drawn carriage and the telephone making the telegram defunct are two examples from yesteryear but the advent of the internet has sped the pace up dramatically.  Just look at the music industry which has now moved onto its second digital iteration with streaming services superseding downloads.

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Market GPS - Outlook 2018

by 

1 year ago

In this issue of Market GPS, investment professionals at Janus Henderson share their insight on some of the key questions facing investors, including what might trigger volatility, whether central bank efforts to normalise monetary policy may prove disruptive and who are the likely winners from technological innovation.

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Inflation — the dog that never barks

by John Pattullo

1 year ago

​The biggest surprise last year was not only the persistent mis-forecasting of bond yields but also the persistent mis-forecasting of inflation. John Pattullo, Co-Head of Strategic Fixed Income, looks at the underlying causes of why a lot of traditional economic models, assumptions and relationships do not seem to hold in this rather dystopian world in which we live.

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Essentials: Strategic Fixed Income overview
In this ‘Essentials’ video, Co-Heads of the Strategic Fixed Income at Janus Henderson Investors, John Pattullo and Jenna Barnard, provide an overview of the team’s philosophy and approach to investments, while outlining the factors that differentiate their style from peers.
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Strategic Fixed Income: more divergence and disruptions in 2018

by Jenna Barnard, CFA

1 year ago
Co-Head of Strategic Fixed Income, Jenna Barnard, looks back at 2017, while sharing her thoughts and views on the major themes likely to affect credit markets and the Strategic Fixed Income portfolios in the coming year.
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Income set to underpin property returns in 2018

by Ainslie McLennan

1 year ago
Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, believes that asset management and income protection will be key to delivering returns from UK commercial property in 2018.
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2018 outlook for European high yield bonds: scarcity value or value scarcity?

by Thomas Hanson, CFA

1 year ago

​Thomas Hanson, Co-Manager of the Euro High Yield Bond strategy, recognises that yields on European high yield bonds are near historical lows but believes that ongoing demand coupled with limited supply and a low default rate should maintain support for the asset class.

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Are fixed income markets overvalued?

​​​A comment we regularly hear from our clients, whether in individual meetings or at investor events, is that “bonds are expensive”. This, of course, is a fair point but is at odds with our current thinking. The reality is that in today’s world there are no ‘cheap assets’; and those that are, are cheap for good reasons. Nicholas Ware, Portfolio Manager and John Pattullo, Co-Head of Strategic Fixed Income share their views.

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A most unusual cycle — the shrinking of the high yield market

​There are many aspects of this credit and business cycle, which continue to surprise investors and differ from the textbook expectations of an aging bull market. Jenna Barnard explores one aspect unique to the high yield market, which can explain the relentless demand for bonds.

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ECB quick view: no surprises

Portfolio managers covering investment grade, high yield and the wider fixed income markets provide their reaction to the latest policy announcement from the European Central Bank.

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Square root recovery

by John Pattullo

1 year ago

​A decade on from the Global Financial Crisis, economic recovery has turned out to be both one of the weakest, and the longest, in modern history. John Pattullo, Co- Head of Strategic Fixed Income, shares his views on economic growth since the downturn, and into the future.

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Thoughts and Bonds: uncharted territory
The latest quarterly view on the fixed income environment and outlook from senior members of the Fundamental Fixed Income Team.
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Essentials: Fixed Interest Monthly Income Fund

by Nicholas Ware

1 year ago
In this 'Essentials' video, Nicholas Ware, Director of Retail Fixed Income, provides an overview of the Henderson Fixed Interest Monthly Income Fund, including the fund’s strategy, differentiators and the approach of the investment team.
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Spotlight on high yield

by Thomas Hanson, CFA

1 year ago
In this video, Thomas Hanson, Fixed Income Portfolio Manager, takes a look at some of the factors shaping the European high yield bond market, including credit fundamentals and deliberations around monetary policy.
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