Objective: Income & growth

Perspectives on US high yield

by Seth Meyer

4 days 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

2 weeks 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

1 month 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

1 month 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

1 month 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

1 month 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

2 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

2 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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Embracing volatility  Dean Cheeseman

by Dean Cheeseman

2 months ago
Dean Cheeseman, Fund Manager on the Janus Henderson Multi-Asset Team, discusses the return of market volatility and the opportunities it presents for active managers to generate long-term returns.
 

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Sharing the spoils of global income markets

by Ben Lofthouse

3 months ago

​Ben Lofthouse, Fund Manager of Henderson International Income Trust, shares his view of overseas income markets and the momentum behind global dividends growth.

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A crossroads for credit, should we be concerned?

by James Cielinski

3 months 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

by 

4 months 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

4 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

4 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

6 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

by 

6 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

6 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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