A crossroads for credit, should we be concerned?

by James Cielinski

2 weeks 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.
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New Janus Henderson Global Dividend Index

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1 month ago

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

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Rethinking sustainability in the age of disruption

by Stephen Payne

2 months ago

How do you build a long-term investment strategy in a world where technology and politics keep changing the rules?

 
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Canary in the coal mine

by Hartej Singh

2 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.

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Thoughts and bonds: dealing with divergence

​‘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.

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The Opportunities in Volatility - Henderson International Income Trust

by Ben Lofthouse

3 months ago

​Henderson International Income Trust's Fund Manager Ben Lofthouse gives his thoughts on where income opportunities are emerging amid global stock market volatility.

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Debt build-up in debt collectors

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3 months 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.

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Global equity income: good dividend growth expectations

by Ben Lofthouse

4 months ago

​Ben Lofthouse, Head of Global Equity Income, believes that, despite being in a rising interest rate environment, dividend growth expectations are good for 2018, buoyed by new tax legislation and the recovery in commodity prices.

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Finding value in American growth - The Bankers Investment Trust

by Alex Crooke

4 months ago

​​Last year saw global growth accelerate at its fastest pace since the financial crisis as this long-running bull market defied expectations and found another gear. It was a period of synchronised global growth reminiscent of yesteryear – a brief boon for global stock market investors. But with growth inevitably cooling in 2018, the challenge now is to assess where the momentum is strongest and which firms are going to thrive.

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Trust TV: Global Income Investing Webinar

by Ben Lofthouse, Michael Kerley

4 months ago
Watch Fund Managers Ben Lofthouse and Mike Kerley answer investors’ questions during the first episode of Trust TV. Questions ranged from Trump’s foreign policy to India’s infrastructure and China’s changing business landscape, with a focus on global income opportunities.
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Why the Tiger economies are poised to pounce

by Michael Kerley

5 months ago

​Mike Kerley, Fund Manager of Henderson Far East Income Ltd and Director of Pan Asian Equities at Janus Henderson Investors discusses how local Asian companies are challenging multinational brands and driving growth across the region.

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Has market volatility impacted global dividend growth expectations?

by Ben Lofthouse

5 months ago
In this video update Ben Lofthouse, Head of Global Equity Income, discusses the reasons behind the market rotation in a ‘fascinating’ Q1 2018, examines whether recent volatility has affected dividend growth expectations and provides his outlook for global equity income investors.
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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.

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Essentials: a 'balanced' US equity and bond strategy

​This video provides an introduction to the actively managed US equity and fixed income strategy run by equity specialists Maco Pinto and Jeremiah Buckley, and fixed income experts Darrell Watters and Mayul Saigal.

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Bill Gross video: Where next? Interpreting latest data reads (April 2018)

by Bill Gross

5 months ago
In his latest monthly video, Bill Gross speaks to Bloomberg Surveillance about the latest US payroll figures, his prediction of the number of Fed rate hikes in 2018 and his views on the US trade deficit.
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Now is the time for added caution

by Stephen Payne

6 months ago

​In this article, Stephen Payne, co-manager of the Janus Henderson Cautious Managed Fund, looks at how an actively managed strategy, balancing exposure to a combination of equities bonds and cash, can adapt to potential market risks at the latter stages of a bull market.

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Essentials: Janus Henderson Cautious Managed strategy

by Stephen Payne

6 months ago
In this ‘Essentials’ video, Stephen Payne, Co-Manager of the Janus Henderson Cautious Managed Fund, provides an introduction to the strategy, including how the investment team manages exposure to the different asset classes – equities, bonds and cash. This is a UK-focused fund, holding a combination of UK equities, plus bonds in any country.
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Bill Gross video: Where next? Interpreting latest data reads (March 2018)

by Bill Gross

6 months ago
In this video, Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing the outlook for risk assets, the pace of US Federal Reserve rate hikes and the dilemma facing central banks.
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What now for global equity income investors?

by Ben Lofthouse

6 months ago
In this video update Ben Lofthouse, Head of Global Equity Income, assesses markets from an income perspective, identifies where the team is finding the best opportunities and examines the outlook for dividend growth.
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Quick view: Italian elections - a fixed income perspective

by Tom Ross

7 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.

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