Objective: Income

Strategic Fixed Income — the turn of the global liquidity cycle

by Jenna Barnard

4 days ago
Jenna Barnard, Co-Head of Strategic Fixed Income, explains the team’s thinking on the bond markets, which revolves around the themes of interest rate divergence and US dollar strength.
More
Dynamics driving dividend-paying sectors

by Alex Crooke

1 week ago
In this video update, Alex Crooke, Co-Head of Equities and portfolio manager on the Global Equity Income Team, reflects on the likely impact of US tax reforms, potential trade wars and his expectations for the remainder of 2018.
More
Debt build-up in debt collectors

by 

2 weeks ago

​The Corporate Credit Team at Janus Henderson Investors looks at some of the factors that are encouraging them to be cautious towards companies operating in the debt collection sector.

More
Global dividends make a strong start to 2018

by Ben Lofthouse

3 weeks ago

​​Ben Lofthouse, Head of Global Equity Income, discusses highlights and trends from the latest Janus Henderson Global Dividend Index, a long-term study into global dividend trends.

More
Strategic Fixed Income: a big regime shift in inflation? No.

by Jenna Barnard, John Pattullo

3 weeks ago
In this video, the Co-Heads of Strategic Fixed Income, John Pattullo and Jenna Barnard, share their assessment of the impact of rising inflation expectations in developed markets and whether higher inflation will take root.
More
UK commercial property: asset management key to income-based returns

by Ainslie McLennan

3 weeks ago

​Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, believes that asset management will be the foundation to providing potential for rental and capital growth as we progress through 2018.

More
​The Italian job – fixed income view on appointment fallout

by Andrew Mulliner, Tim Winstone

1 month ago

​In appointing a prime minister that was not of the majority populist parties’ choosing, President Mattarella of Italy reignited political strife in Italy and sent shudders through asset markets. Portfolio managers Andrew Mulliner and Tim Winstone consider the implications for fixed income.

More
New Janus Henderson Global Dividend Index

by 

1 month ago

​Download Edition 18 of the Janus Henderson Global Dividend Index report for more insights and dividend trends from around the world.

More
Strategic Fixed Income: disruptive technology and the bond angle

by Rebecca Young-CFA

2 months ago
Rebecca Young, Portfolio Manager within Strategic Fixed Income, highlights interesting start-up businesses that presented at a recent disruptive technology conference and explains why bond managers should take note. She also explains why disruption ties in to the team’s long term deflationary view.
More
Essentials – UK commercial property

by Ainslie McLennan

2 months ago
In this 'Essentials' video Ainslie McLennan and Marcus Langlands Pearse, Co-Managers of the Janus Henderson UK Property PAIF, introduce their approach to the UK commercial property market and the fund they manage.
More
Thoughts and bonds: navigating rising rates

​‘Thoughts and bonds’ provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team, where they share their insights on potential investment risks and opportunities.

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

by Jenna Barnard

3 months 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. 

More
Quick view: Italian elections - a fixed income perspective

by Tom Ross

4 months 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.

More
US debt: upping the ante on growth

by Darrell Watters

4 months 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.

More
Strategic Fixed Income — let’s talk inflation

by Jenna Barnard

4 months 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.
More
Alternative lifestyle

by Ainslie McLennan

4 months 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.

More
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.

More
Disruptive technology - the return of  the disrupted?

by David Smith

5 months 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.

More
Market GPS - Outlook 2018

by 

5 months 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.

More
Inflation — the dog that never barks

by John Pattullo

5 months 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.

More

Related funds

Important message