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

by Stephen Payne, ASIP

2 hours 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.

More
Giving undue credit?

by Oliver Blackbourn, CFA

6 days ago

​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.

More
Brexit update: May's departure is a game changer

by Paul O'Connor

3 weeks 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.

More
Greed is Good?

by Nick Watson, CFA

1 month 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.
More
Continued signs of momentum in US stocks

by Jeremiah Buckley, CFA

2 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.

More
Is there still room for progress in US equity markets?

by Jeremiah Buckley, CFA

2 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.

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

by Paul O'Connor

3 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.

More
Quick view: Brexit end point remains unclear

by Ben Lofthouse, CFA

3 months ago

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

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

by Nick Watson, CFA

4 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.

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

by Nick Watson, CFA

4 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.

More
Multi-Asset: Market Review and Outlook

by Paul O'Connor

4 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.

More
Quick view: Brexit - out with the old.

by Paul O'Connor

5 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.

 
 
More
Themes in focus

by Jim Cielinski, CFA

5 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.
 
 
More
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.

More
Expect surprises! (Multi-Asset Perspectives, Q119)

by Paul O'Connor

5 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. 

More
Fresh focus on fundamentals

by Jennifer James

6 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.
More
Five years on: Janus Henderson Horizon Global High Yield Bond Fund

by Seth Meyer, CFA, Tom Ross, CFA

6 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

More
Perspectives on US high yield

by Seth Meyer, CFA

6 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.
More
Is Brexit uncertainty laying the foundations for future outperformance from UK equities?

by Stephen Payne, ASIP

7 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.

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

by Chris Diaz, CFA

7 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.

More

Important message