Objective: Income

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

4 days 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
Income key to UK commercial property returns

by Ainslie McLennan

2 weeks ago
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, believes that income will remain a key driver of returns from UK commercial property in 2019 and beyond, while the most important opportunities to enhance value are likely to be based around asset management.
More
Strategic Fixed Income: end of the cycle… are we there yet?

by Jenna Barnard, John Pattullo

2 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
Global bonds: relative value in rates and currency on our radar in 2019

by Chris Diaz

1 month ago

In these later stages of the credit cycle, Chris Diaz, Co-Head of Global Bonds, expects relative value trades in rates and currency to offer an attractive and defensive opportunity set in 2019.

More
Credit selection in a late-cycle environment

by Rebecca Young

1 month ago

​Rebecca Young, Portfolio Manager within the Strategic Fixed Income team, shares her views on the topical issues in credit markets, explaining where she and the team see risks and opportunities. 

More
Global markets offering attractive equity income opportunities

by Ben Lofthouse

1 month ago
Ben Lofthouse, Head of Global Equity Income, believes that while disruptors threaten a number of established sectors, significant value opportunities exist, with many good-quality companies offering compelling dividend yields.
More
How will ongoing interest rate divergence impact bond markets?

by Jenna Barnard

1 month ago
Jenna Barnard, Co-Head of Strategic Fixed Income, explains how the persistence of interest rate divergence remains central to the team’s thinking on the outlook for the bond markets.
More
Thoughts and bonds: the beginning of the end

​‘Thoughts and bonds’ is a quarterly view and outlook for the fixed income markets from several fixed income managers who share their insights on potential investment risks and opportunities.

More
Central bank watch: ECB quick view

by Thomas O'Mahony

2 months ago

​Thomas O'Mahony, portfolio manager within the Global Bonds team at Janus Henderson Investors, gives his view on the latest policy meeting by the European Central Bank

More
Ainslie McLennan: Asset TV's Property Masterclass

by Ainslie McLennan

2 months ago
As part of the panel on Asset TV’s Property Masterclass, Ainslie McLennan, Fund Manager on the Janus Henderson UK Property PAIF, discusses the potential impact on the UK commercial property market from current political and macroeconomic uncertainty, notably Brexit. Ainslie also shares her views on managing and benefiting from disruption, the advantages of investing in the ‘alternatives’ property sector, and her outlook for the retail segment of the market.
More
Responsible property investment

 Ainslie McLennan and Marcus Langlands Pearse, Co-Managers on the Janus Henderson UK Property PAIF, explain why a responsible approach to property investment is so important.

 

More
Europe’s value & income opportunity

by Ben Lofthouse

2 months ago
In this video update Ben Lofthouse, Head of Global Equity Income (GEI), discusses the reasons behind the divergence in global equity markets, the impact this has had on equity income investors and where he sees value in the markets and opportunities for dividend growth.
More
Quick view: market sell-off

by Andrew Jones, Jenna Barnard

2 months ago

​With markets selling off sharply in recent days, Jenna Barnard from the Strategic Fixed Income team and Andy Jones from the Global Equity Income team give their views on the drivers and implications.

More
Strategic Fixed Income: concoction of stress factors

by John Pattullo

2 months ago
​An unhealthy concoction of factors are creating a classically late-cycle feel in the markets. John Pattullo, Co-Head of Strategic Fixed Income, simplifies the conundrums and shares his views.

(This video was recorded on Tuesday 9 October 2018).

More
Building beyond Brexit

by Ainslie McLennan

2 months ago
In this video update Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, assesses the outlook for the UK commercial property market, including potential Brexit implications.
 
More
A crossroads for credit, should we be concerned?

by James Cielinski

3 months ago
In the first of a series of articles on the direction of credit markets, Jim Cielinski, Global Head of Fixed Income, looks at three key factors that could determine their direction.
More
New Janus Henderson Global Dividend Index

by 

4 months ago

​Download Edition 19 of the Janus Henderson Global Dividend Index report for more insights and dividend trends from around the world.

More
Building efficiency

by Ainslie McLennan

4 months ago

​Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, discusses the importance of a sustainable approach to investing in the UK commercial property market.

 
More
Canary in the coal mine

by Hartej Singh

4 months ago

Hartej Singh, Portfolio Manager, looks at what increases in supply and index weighting for a sector has indicated historically and why this means they are proceeding with caution among technology, real estate and healthcare bonds.

More

Related funds

Important message