Volatility warrants caution in US high yield

by Seth Meyer, CFA

2 weeks ago
In a period of falling interest rates, yield is valuable, and high yield therefore remains an attractive asset class. However, with increased interest rate volatility and uncertainty around economic growth, Portfolio Manager Seth Meyer says a cautious approach and a focus on strong company fundamentals are warranted.
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Trade war tension: look past the noise to navigate uncertainty

by George P. Maris, CFA

2 weeks ago
Markets sold off sharply this week after a sudden escalation in the US-China trade war. George Maris, Co-Head of Equities – Americas, explains why the reaction was so severe and offers insight on how investors can navigate this period of uncertainty.
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Process in action: this time is different?!

by Nick Watson, CFA

2 weeks ago

Nick Watson, a Fund Manager on the UK-based Multi-Asset Team, observes the hidden risks and relationships lurking in quality investment styles and the potential benefits of adding some complementary (but unloved) value styles to a UK portfolio.

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Quick view: ​Mid-cycle adjustment - one in a row

by Paul O'Connor

3 weeks ago

​Paul O'Connor, Head of the UK based Multi-Asset Team, examines the market's response to the Fed's first rate cut in over 10 years.

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Digital technology: a revolution in customer engagement

by Jeremiah Buckley, CFA

1 month ago
Companies that have embraced technology to improve their productivity – and that of their customers – have a significant advantage over those companies that have stuck to their legacy business models and failed to innovate. In this video, portfolio manager Jeremiah Buckley explains why this differentiation between digital innovators and laggards creates opportunities for investors.
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Dividend growth exceeding expectations

by Ben Lofthouse, CFA

1 month ago
In this video update Ben Lofthouse, Head of Global Equity Income, examines recent market performance, discusses where he sees opportunities and risks for investors, assesses the impact of Brexit and US-China trade discussions, and provides his outlook for the rest of 2019.
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Quick view: “An ounce of prevention”, interest rate cuts signalled by the Fed

by Oliver Blackbourn, CFA

1 month ago

​Oliver Blackbourn, a Fund Manager on the UK-based Multi-Asset Team, discusses the strong likelihood that the FOMC will deliver a rate cut at their July meeting - and beyond.

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Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

by Paul O'Connor

1 month ago

Paul O'Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the outlook for multi-asset investors in Q3 in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors. 

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All shook up

by Jeremiah Buckley, CFA

2 months ago

​An unprecedented level of disruption has created compelling investment opportunities for those who know where to look, notes Jeremiah Buckley, Portfolio Manager on the Janus Henderson Balanced team.

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Has the ‘Brexit effect’ left the UK just too unloved?

by Stephen Payne, ASIP

2 months ago

​Is there such a thing as irresistible value? In this article, Stephen Payne, lead manager on the Janus Henderson Cautious Managed Fund, picks four key charts and gives his view on the potential value in UK equities at present, in the face of ongoing Brexit uncertainty.

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Giving undue credit?

​Oliver Blackbourn & Jamie Sandells of the Janus Henderson UK-based Multi-Asset Team on the reported decrease in corporate credit quality and the impact on US IG corporate bond credit spreads.

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Brexit update: May's departure is a game changer

by Paul O'Connor

3 months ago

​Paul O'Connor, Head of the UK-based Multi-Asset Team, on dead ends, game changers and the difficult choices faced by the incoming Conservative prime minister.

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Greed is Good?

by Nick Watson, CFA

3 months ago
​Nick Watson, fund manager on the UK-based Janus Henderson Multi-Asset Team, argues that understanding a company's environmental, social and governance risks can be vital in enhancing clients' long term returns.
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Continued signs of momentum in US stocks

by Jeremiah Buckley, CFA

4 months ago

​In this video update, Portfolio Manager Jeremiah Buckley says that, despite worries about a slowing economy, US companies could deliver growth a while longer.

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Is there still room for progress in US equity markets?

by Jeremiah Buckley, CFA

4 months ago

​Portfolio manager Jeremiah Buckley, who works alongside Marc Pinto on the Balanced strategy, outlines some of the investment themes guiding his cautiously optimistic view on the prospects for US equities. He also gives some insight into how the Janus Henderson Balanced Fund is built to reflect the changing market environment.

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Brexit quick view: No, no, no, no, no, no, no and no.

by Paul O'Connor

5 months ago

​​Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, discusses the ongoing impasse within Parliament as MPs unsuccessfully attempt to narrow down approaches to Brexit.

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Quick view: Brexit end point remains unclear

by Ben Lofthouse, CFA

5 months ago

Ben Lofthouse, Head of Global Equity Income, assesses last night’s vote on Brexit in the UK by members of Parliament.

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Post-game analysis: Multi-Asset Core Income part 2

by Nick Watson, CFA

6 months ago

​Nick Watson, fund manager for the UK-based multi-asset team, concludes his ‘match report’ for the performance of Janus Henderson’s Multi-Asset Core Income range in 2018.

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Post-game analysis : Multi-Asset Core Income part 1

by Nick Watson, CFA

6 months ago

Nick Watson, fund manager for the UK-based multi-asset team, provides his ‘match report’ for Janus Henderson’s Multi-Asset Core Income range in 2018. In this article, he looks at the divergent market forces that drove performance.

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Multi-Asset: Market Review and Outlook

by Paul O'Connor

6 months ago

Paul O’Connor, Head of Multi-Asset, discusses the events that have unfolded in the closing half of 2018 and how these are shaping his team’s outlook.

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