Real rates matter more than inversion

by Ashwin Alankar, Myron Scholes

Just published

​An inverted US yield curve, with short-term interest rates higher than long-term ones, is seen as a recession warning. Janus Henderson’s Myron Scholes, Chief Investment Strategist, and Ash Alankar, Head of Global Asset Allocation, argue that monetary policymakers should worry more about the excess of yields over inflation.

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Tail Risk Report: September 2018 - Steady as you go

by Ashwin Alankar

1 hour ago

​Janus Henderson's US-based Multi-Asset Solutions Team present their latest tail risk report, using options market prices to infer expected tail gains and losses for each asset class. Current tail-based sharpe ratios suggest that, in general, the level of expected upside to downside for equities remains in line with historic averages, while inflation-sensitive assets sit at an average level of attractiveness.

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Keep Up! Technological disruption is accelerating

by Richard Clode

4 days ago

​Converging trends are creating the perfect storm for further disruption in the technology sector. Richard Clode, Global Technology Portfolio Manager, comments on the opportunities that may lie ahead and how to avoid the potential pitfalls that the associated hype may bring. 

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Jittery investors feel butterflies as divergence replaces central bank put

by Ashwin Alankar

1 week ago

​Ash Alankar, Head of Global Asset Allocation at Janus Henderson, believes that as central banks begin to step back other forces are stepping up, making markets more multidimensional.

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Tail Risk Report: August 2018 - Attractiveness continues to be elusive

by Ashwin Alankar, Myron Scholes

2 weeks ago

Janus Henderson's US-based Multi-Asset Solutions Team present their latest tail risk report, using options market prices to infer expected tail gains and losses for each asset class. The options market implies that the three broad asset classes - growth, capital preservation and inflation - are unattractive at present.

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China’s pharma boom

by Andy Acker, Ethan Lovell

2 weeks ago

​Ethan Lovell, co-portfolio manager of Janus Henderson’s Global Life Sciences Strategy, discusses how China is becoming a fast-growing market for biopharmaceutical companies.

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A crossroads for credit, should we be concerned?

by James Cielinski

2 weeks 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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WeWork – a marriage made in heaven?

by Guy Barnard, Tim Gibson

3 weeks ago
‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the second article in the series, Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, explore WeWork, the flexible office space provider, and discuss the company’s role as both a landlord and a tenant from a real estate perspective. Tim also provides a video summary.
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Rio Tinto’s mining sector disruption

by David Whitten, Tim Gerrard

3 weeks ago

David Whitten, Head of Janus Henderson’s Global Natural Resources Team, and Tim Gerrard, Senior Analyst, discuss how Rio Tinto’s emphasis on technology and world-first innovation is redefining mining operations.

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EM equities: Notes from the road in India

by Stephen Deane

1 month ago

​​The Janus Henderson Global Emerging Market Equities Team recently visited Mumbai as part of a trip through India, Sri Lanka and the Middle East. Portfolio Manager Stephen Deane examines key findings, risks and opportunities from the trip.

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New Janus Henderson Global Dividend Index

by 

1 month 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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View from EM Credit desk: assessing the fallout from Turkey’s crisis

by Steve Drew

1 month ago

Steve Drew, Head of Emerging Market (EM) Credit, provides an update on the current situation in Turkey and shares the team’s views on what could lie in store for the country and the likelihood of contagion from the crisis to the rest of the globe.

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Global monetary update: still weak

by Simon Ward

1 month ago

Six-month growth of real narrow money in the G7 economies and seven large emerging economies appears to have fallen back in July while remaining above its February low.

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China update: mixed monetary / leading indicator signals

by Simon Ward

1 month ago

​The OECD this week released June data for its composite leading indicators. As expected, the G7 measure fell further, with the US component as well as the Japanese / European indicators now signalling below-trend economic growth.

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Essentials: Total Return Bond Strategy
In this ‘Essentials’ video, Andrew Mulliner and Ryan Myerberg, portfolio managers within Global Bonds, outline the key features of the Total Return Bond strategy, which benefits from a global, unconstrained and flexible approach to fixed income investing.
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Tail Risk Report: July 2018 – Growth is fading

by Ashwin Alankar, Myron Scholes

2 months ago

​Janus Henderson's US-based Multi-Asset Solutions Team present their latest tail risk report, using options market prices to infer expected tail gains and losses for each asset class. The options-implied signals, for the first time in two years, no longer favour equities as the most attractive asset class.

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Navigating the drug pricing debate

by Andy Acker, Ethan Lovell

2 months ago

​When the Trump administration introduced a ‘blueprint’ to lower drug prices in May, the pharmaceutical industry breathed a sigh of relief. Andy Acker and Ethan Lovell, Portfolio Managers of the Global Life Sciences strategy, discuss.

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Canary in the coal mine

by Hartej Singh

2 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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Why short duration now

by Daniel Siluk

2 months ago

Members of the Janus Henderson Global Bonds Team explain why the return of positive real interest rates comes at a welcome time.

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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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