Regional focus: North America

Quick view: “An ounce of prevention”, interest rate cuts signalled by the Fed

by Oliver Blackbourn, CFA

1 week 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.

More
Tug of war: slowing growth versus easing monetary policy

The US Federal Reserve’s policy shifts have helped support markets in 2019. US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, share their views on the likelihood, timing and scale of any rate cuts in the coming months.

More
US-China trade negotiations — another ceasefire

by Paul O'Connor

3 weeks ago

Paul O’Connor, Head of the UK-based Multi-Asset Team, shares his views on the meeting between the US and China at the G20 Summit in Osaka and explains why the ceasefire does not necessarily mean an end to the trade war.

More
All shook up

by Jeremiah Buckley, CFA

3 weeks 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.

More
Fed serving up what the market is craving

by Jason England, Nick Maroutsos

1 month ago
In this video update, Co-Head of Global Bonds Nick Maroutsos and Fixed Income Portfolio Manager Jason England explain why they believe the US Federal Reserve (Fed) was correct not to cut rates at their latest meeting on Wednesday 19 June, and discuss which factors may justify a move lower in July.
More
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.

More
Do you remember the Great Financial Crisis?

by John Pattullo

1 month ago

​John Pattullo, Co-Head of Strategic Fixed Income, explains how after the failure of QE to generate any sustainable growth or inflation the dial has turned to various forms of fiscal policy. But as he argues, a successful formula has to combine fiscal and monetary policies with structural reform.

More
Value investing: back in favour?

by Alec Perkins

1 month ago

​Alec Perkins, Portfolio Manager for Perkins' Value Strategies, discusses the global themes he expects to impact markets, performance year to date, and why he believes a value-based approach to investing in US equities provides compelling long-term opportunities.

 
More
US value: The case for defensive quality

by Alec Perkins, Ted Thome, CFA

2 months ago

Despite the recent long run from growth and momentum investing, mean reversion is inevitable. In this article, Ted Thome and Alec Perkins, Portfolio Managers at Perkins Investment Management*, consider the prospects for value, following a decade-long bull market for growth and momentum strategies, and outline how they think wary investors can best avoid the value trap.

*Perkins Investment Management is a subsidiary of Janus Henderson.

More
The booming US stock market … will it last?

by Greg Kolb, CFA

2 months ago

Knowing when and where to act is never easy, when it comes to investing, In this article, Gregory Kolb, Chief Investment Officer at Perkins Investment Management*, looks at the drivers driving the long US bull market, and considers the strategies that investors might use in a world where lower returns are perhaps more likely than in the recent past.

*Perkins Investment Management is a subsidiary of Janus Henderson.

More
China may have upper hand in escalating trade war with US

by Ashwin Alankar, Ph.D.

2 months ago
In this video, Dr Ashwin Alankar, Head of Global Asset Allocation, discusses why China may have patience on its side in its escalating trade war with the US.
More
The Fed’s decision: Steady rates today – but lower down the road?

by Nick Maroutsos

3 months ago

​Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s decision at its May policy meeting to keep rates steady and why the central bank’s next move could be a rate cut.

More
Continued signs of momentum in US stocks

by Jeremiah Buckley, CFA

3 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
Beware of concluding that recession must quickly follow inversion

​Myron Scholes, Chief Investment Strategist, and Ashwin Alankar, Head of Global Asset Allocation, argue that market conditions do not currently support the contention that the US economy must soon be headed for contraction after 3-month Treasury yields moved higher than 10-year rates at the end of March.

More
Fed pivot slows advent of cycle’s end

​US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, discuss what the US Federal Reserve's newly dovish stance means for markets.

More
How did they miss it? Central bankers and the global economic downturn…

by Jenna Barnard, CFA

3 months ago

​Jenna Barnard, Co-Head of Strategic Fixed Income, explains how and why so many major central banks have been wrong-footed on economic growth in their countries and around the globe.

More
Leveraged loans — a look behind the headlines

by Elissa Johnson

3 months ago

​The financial press has not been short of alarming headlines on leveraged loans in recent months. Elissa Johnson, Portfolio Manager within Janus Henderson’s specialist loans team headed by David Milward, clarifies some of the negativity in the messages from a European perspective...

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

by Jeremiah Buckley, CFA

3 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
Quick view: Fed's dovish stance

by Nick Maroutsos

4 months ago

​With the US economy potentially slowing, the Federal Reserve says it does not expect to raise rates in 2019. Nick Maroutsos, Co-Head of Global Bonds, explains what that could mean for investors.

More
Strategic Fixed Income: early innings of a sovereign bond bull market?

by Jenna Barnard, CFA

4 months ago
Jenna Barnard, Co-Head of Strategic Fixed Income, shares her latest views on the bond markets; remaining bullish on duration and retaining a defensive stance in credit.
More

Important message