EM Equities: on the road in India

by Stephen Deane

5 days ago
In this video update, Stephen Deane, Portfolio Manager on the Global Emerging Market Equities Team, discusses a recent research trip to India, including the ongoing requirement for investment in infrastructure, the effects of demonetisation and where the team are finding investment opportunities.
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The Opportunities in Volatility - Henderson International Income Trust

by Ben Lofthouse

5 days 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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Do market conditions suggest a recession is coming?

by Carmel Wellso

1 week ago

​In this recent interview with MarketWatch, Janus Henderson Director of Research Carmel Wellso talks about why it may be premature to expect a recession this year or next.

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Dynamics driving dividend-paying sectors

by Alex Crooke

1 week ago
In this video update, Alex Crooke, Co-Head of Equities and portfolio manager on the Global Equity Income Team, reflects on the likely impact of US tax reforms, potential trade wars and his expectations for the remainder of 2018.
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Quick view: higher and higher - the Fed continues to hike

by Darrell Watters, Mayur Saigal

2 weeks ago

Head of US Fundamental Fixed Income Darrell Watters and Portfolio Manager Mayur Saigal react to the US Federal Reserve’s most recent rate hike and discuss what is to come.

 
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Debt build-up in debt collectors

by 

2 weeks 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 dividends make a strong start to 2018

by Ben Lofthouse

3 weeks ago

​​Ben Lofthouse, Head of Global Equity Income, discusses highlights and trends from the latest Janus Henderson Global Dividend Index, a long-term study into global dividend trends.

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Multi-Asset: expect surprises, expect volatility

by Paul O'Connor

3 weeks ago

Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, outlines his view on the events of 2018 thus far and gives his outlook for different asset classes.

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The opportunities in volatility - Henderson International Income Trust

by Ben Lofthouse

3 weeks 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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Global technology: look beyond short-term volatility for long-term returns

​Global Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode, discuss the reasons for their positive view on tech stocks and share their outlook for the second half of 2018.

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EM equities: less popular markets offer long-term opportunities

by Glen Finegan

3 weeks ago

​Glen Finegan, Head of Global Emerging Market Equities, believes that less popular markets such as South Africa offer better value than many Asian opportunities.

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Global equities: focus on the predictable

by Ian Warmerdam

3 weeks ago

​Ian Warmerdam, Head of Global Equities, believes that investors should avoid trying to predict economic cycles or market sentiment in the second half of 2018 and beyond. Instead Ian and his team believe the focus should be on long-term secular and more predictable trends that offer attractive end markets for companies to grow into.

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Global SRI: spotlight shines on sustainability

by Hamish Chamberlayne

3 weeks ago

​Hamish Chamberlayne, Portfolio Manager for Janus Henderson’s Global Sustainable Equity Strategy, discusses 2018’s news flow and the long-term trends that are shaping his investing.

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Fixed Income: from economic convergence to divergence

by James Cielinski

3 weeks ago

​​Jim Cielinski, Global Head of Fixed Income, explores the global pick-up in yields but suggests that growing divergence in economies and monetary policy may herald a less uniform fixed income market.

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Global equity income: good dividend growth expectations

by Ben Lofthouse

3 weeks 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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EM Credit Insight: why Emerging Market corporate bonds?

by Steve Drew

1 month ago

The Emerging Market (EM) corporate debt market is a large and diverse stand-alone asset class. Since its formal introduction in 2002, the EM corporate bond universe has grown exponentially but despite its scale and breadth, many investors are unaware of its merits. In this report we seek to highlight the attributes of EM corporate debt, and compare it with its sovereign debt counterpart.

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Global Sustainable Equity annual report

by Hamish Chamberlayne

1 month ago

​Hamish Chamberlayne, Portfolio Manager for Janus Henderson’s Global Sustainable Equity strategy, discusses SRI news and strategy performance over the past year.

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Essentials: Multi-Asset Core Income
In this Essentials video for the Janus Henderson Core Income range of funds, meet Multi-Asset Team head Paul O’Connor and managers Dean Cheeseman and Nick Watson. Learn about the team’s investment philosophy, the range’s key benefits, and what differentiates the funds from their peers.
 
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The outlook for drug pricing in the US

by Ethan Lovell

1 month ago
President Trump recently gave a speech outlining his plans to lower drug prices and improve access to prescription drugs to American citizens in the US. In this video Ethan Lovell, co-manager of the Janus Henderson Global Life Sciences Strategy, discusses the possible short- and long-term impacts of Trump’s proposals.
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How to navigate tech volatility? Keep a sharp eye on the horizon

by Denny Fish

1 month ago

​Brad Slingerlend and Denny Fish, portfolio managers on the US-based Global Technology team, discuss why it may be beneficial to focus on the long-term themes that have a strong chance of driving tech sector performance for years to come.

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