Regional focus: Global

Limbo – how low can you go?

​Guy Barnard and Tim Gibson, Co-Heads of the Janus Henderson Global Property Equities Team, discuss the implications of negative-yielding bonds on listed property stocks and highlight the importance of active management in this environment.

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Volatility warrants caution in US high yield

by Seth Meyer, CFA

6 days 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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Life in the conflict zone

by Paul O'Connor

1 week ago

​Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the continuing trade war between China and the US, possible trade conflicts among other countries and how this has shaped his global outlook.

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Trade war tension: look past the noise to navigate uncertainty

by George P. Maris, CFA

1 week 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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Removal of the performance fee for certain funds

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2 weeks ago

Information about the removal of performance fees from four funds within the Janus Henderson Horizon Fund (SICAV), effective 1 July 2019.

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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

2 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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Drug pricing reform shifts continue

by Andy Acker, CFA

1 month ago

Recently, the Trump administration abandoned plans to overhaul drug rebates in Medicare while a federal judge ruled against listing prescription drug prices in TV ads. But US drug reform is far from over, with implications for investors, says Portfolio Manager Andy Acker and Health Care Research Analysts Luyi Guo and Rich Carney.

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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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Tell Tail Signs: July 2019 - Inflation signs holding up

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1 month ago

​​Janus Henderson's US-based Adaptive Multi-Asset Solutions Team present their latest Tail Risk Report, using market prices to infer expected tail gains and losses for each asset class. In June, options pricing models showed signs of mild inflationary pressures; this is consistent with signals over the past two months.

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Global Sustainable Equity: news and opportunities (Q3 2019 update)

by Hamish Chamberlayne, CFA

1 month ago

​Hamish Chamberlayne, Portfolio Manager for the Janus Henderson Global Sustainable Equity Fund, discusses recent developments affecting the world of Sustainable & Responsible Investment (SRI), and the fund’s positioning, performance, and activity.

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Global REITs: mid-year report card

by Guy Barnard, CFA, Tim Gibson

1 month ago

​Guy Barnard and Tim Gibson, Co-Heads of the Global Property Equities Team, provide a mid-year review on the performance of global REITs and their outlook for the rest of 2019.

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Convergence returns to the fore

by Jim Cielinski, CFA

1 month ago

​Jim Cielinski, Global Head of Fixed Income, provides his perspective on the recent slowdown in global growth and discusses the next steps for central banks.

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Globalisation: Sorry, Donald, it’s here to stay

by Jim Cielinski, CFA

1 month ago

Jim Cielinski, Global Head of Fixed Income, explains why globalisation is here to stay despite heightened populism.

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Asian Credit: where returns may actually match risk

by Nick Maroutsos

1 month ago

​Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.

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High yield bond: pushing boundaries

​The dovish tilt to global monetary policy should be supportive of asset prices in the near term but portfolio managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high yield bonds.

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Downturn implications and a reconvergence of rates

by Jenna Barnard, CFA

1 month ago

​Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.

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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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Investment themes that matter - Market GPS discussion
In this video, Co-Head of Equities Alex Crooke, Global Head of Fixed Income Jim Cielinski and Global Head of Multi-Asset and Alternatives Michael Ho explore the key themes shaping the investment landscape for the second half of 2019. Aligning with the Janus Henderson Mid-Year Market GPS outlooks, the discussion assesses potential impacts and opportunities for investors in the months ahead.
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Global Sector Views: June 2019

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2 months ago

​​Carmel Wellso and the US-based Global Research team share their views on equity markets in the June 2019 edition of Global Sector Views.

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