Quick view: Brexit end point remains unclear

by Ben Lofthouse

1 week 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

3 weeks 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

1 month 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

1 month 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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Quick view: Brexit - out with the old.

by Paul O'Connor

2 months ago

Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, assesses how sometimes going backwards takes you further forward, as Prime Minister Theresa May secures a rare victory in parliament.

 
 
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High yield - navigating a slowdown

​Credit managers Tom Ross, Thomas Hanson and Seth Meyer contrast the current backdrop for high yield with previous tightening cycles, indicating that dispersion can be the friend of the active investor.

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Themes in focus

by James Cielinski, CFA

2 months ago
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
 
 
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Expect surprises! (Multi-Asset Perspectives, Q119)

by Paul O'Connor

3 months ago

​Paul O'Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the economic runes as 2019 dawns in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors. 

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Fresh focus on fundamentals

by Jennifer James

3 months ago
Jennifer James, Lead Analyst within the Emerging Markets (EM) Credit team, provides an overview of what is driving markets within EM. She explains why the oil price is often misunderstood, why a quieter political calendar in 2019 could see a fresh focus on fundamentals and the areas that the team is avoiding and favouring in the short term.
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Five years on: Janus Henderson Horizon Global High Yield Bond Fund

by Seth Meyer, CFA, Tom Ross, CFA

3 months ago

​The Janus Henderson Horizon Global High Yield Bond Fund reached its five year milestone on 19 November 2018. Discover what has been behind the strong performance in the fund and the managers' outlook for the near term

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Perspectives on US high yield

by Seth Meyer, CFA

3 months 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.
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Is Brexit uncertainty laying the foundations for future outperformance from UK equities?

by Stephen Payne, ASIP

4 months ago

UK equity and bond Portfolio Manager Stephen Payne highlights the importance of stock selection and risk management during a period of significant uncertainty for the UK, in the lead-up to Brexit. He also covers the potential for UK market outperformance as we move further into 2019.

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

by Chris Diaz, CFA

4 months 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.

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UK equities: unloved but undervalued?

by Laura Foll, CFA

4 months ago

​In this video update Laura Foll, co-manager of the Janus Henderson UK Equity Income & Growth Fund, discusses the recent underperformance of the UK equity market, the implications for the portfolio and positioning as we head towards 2019.

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Emerging markets credit: China’s response to deceleration to shape growth prospects in 2019

by Steve Drew

4 months ago
Steve Drew, Head of Emerging Markets Credit, sees politics as a driver of risk sentiment in 2019 although at an economic level China’s policy response to deceleration and trade disputes will shape growth prospects.
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Navigating the new income environment - Nick Watson

by Nick Watson, CFA

5 months ago
In this short video update, Nick Watson, Fund Manager on the Janus Henderson UK-based Multi-Asset Team, discusses how the team have actively managed their portfolios during increased market volatility this year in an attempt to maximise returns and where they see the best opportunities for income within equities, fixed income and alternatives.
 
 
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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.

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Paul O'Connor - is the hunt for income changing?

by Dean Cheeseman, Paul O'Connor

5 months ago
Paul O’Connor and Dean Cheeseman of the Janus Henderson UK-based Multi-Asset Team address the challenges for income investors in newly volatile markets.
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Quick view: Volatility strikes back

​Following a sharp sell-off in markets over recent days, Oliver Blackbourn, portfolio manager within the UK-based Multi-Asset Team led by Paul O'Connor, discusses the causes and implications of the recent volatility.

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The liquidity cycle is turning

by Tim Winstone

5 months ago

Tim Winstone, credit portfolio manager, discusses the effect of central banks on liquidity within fixed income markets and whether an unwinding of quantitative easing is a cause for concern.
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