Strategic Fixed Income: visible signs of a late-cycle world
A concoction of elements all point to the fact that the global economy is now definitively in the late-cycle stage, while narrative fallacies flourish in the markets. 
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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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Global equities: growth or value?

by Gordon Mackay

6 days ago
In this video update, Portfolio Manager Gordon Mackay discusses whether the Global Equities Team have been concerned by rising volatility and, with the ongoing debate of value versus growth, how the strategy they manage is positioned in terms of style. 
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BBB securities: a reach for yield with long-term repercussions?
As investors seek higher returns following a long period of very low rates, issuers are taking advantage by issuing longer-term debt for lower-rated securities, notably in the BBB sector. In this video, Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England discuss the risks presented by a large influx of BBB-rated securities.
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Tail Risk Report - we see softness ahead...

by Ashwin Alankar, PhD

2 weeks ago

​Janus Henderson's US-based Multi-Asset Solutions Team presents their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class. This explains expected tail loss levels are moving towards their longer-term averages and the so-called “great moderation” may be a thing of the past.

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Tech market sell-off: the bigger picture

In this article, Alison Porter, Richard Clode and Graeme Clark, portfolio managers in the Janus Henderson Global Technology Team, explain what has driven the recent correction in the technology market and how this recent volatility affects the team’s positioning going forward.

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Intech: heightened volatility expected in 2019

by Adrian Banner

2 weeks ago
​Adrian Banner, Intech’s Chief Executive Officer and Chief Investment Officer, believes that heightened volatility will shape markets in 2019 and discusses where opportunities may arise in this environment.
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Global Bonds: three big themes to shape the markets in 2019

by Ryan Myerberg

2 weeks ago

​Andrew Mulliner and Ryan Myerberg, Portfolio Managers within Global Bonds, share their thoughts on the risks and opportunities ahead for fixed income investors in 2019, which they believe revolve around three big market themes.

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Fundamentals are healthy but keeping the faith may be tested in 2019

by Paul O'Connor

2 weeks ago

​Paul O’Connor, head of the Janus Henderson Investors UK based Multi-Asset team, discusses 2019’s potential headwinds and tailwinds and how a multi-asset approach could help to smooth the ride for investors.

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Diversified Alternatives: keeping beta at bay in 2019

by David Elms

2 weeks ago

​David Elms, Head of Diversified Alternatives, believes that 2019 could mark the end of the ‘Goldilocks’ period. He discusses what this might mean for investors and where new opportunities might form.

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SRI Outlook: innovation and opportunity go hand in hand

by Hamish Chamberlayne

2 weeks ago
Hamish Chamberlayne, Head of Socially Responsible Investment, expects continued uptake of sustainability issues by companies, investors and active managers.
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Interest rates and the reversal of QE to have the biggest bearing on markets?

by James de Bunsen

2 weeks ago

James de Bunsen, Portfolio Manager on Janus Henderson Investors UK based Multi-Asset Team, discusses their flexible mandate that provides broad diversification and the ability to dial risk both up and down in more volatile markets.


 
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Global equities: Focus on predictable long-term trends

by Ian Warmerdam

2 weeks ago
Ian Warmerdam, Head of the Edinburgh-based Global Equities Team, believes that in 2019 and beyond investors should focus on companies with fundamental resilience and that are operating in end markets with long-term secular growth.
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Innovation in healthcare: at a sector sweet spot?

by Andy Acker, CFA, Ethan Lovell

2 weeks ago

​The healthcare sector is experiencing a rapid pace of innovation, a trend that Andy Acker, Portfolio Manager in the Global Life Sciences Team, says is likely to continue in 2019 to the potential benefit of investors.

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Technology: disruption at a deeper level in 2019?
US/China trade friction is symptomatic of a deeper confrontation that has technology at its core, say Richard Clode, Alison Porter and Graeme Clark, Global Technology Portfolio Managers. The pathway to a denouement and the direction of the yield curve should shape global technology equity markets in 2019.
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Going global for income generation

by Nick Maroutsos

2 weeks ago
Nick Maroutsos, Co-Head of Global Bonds, explains why – despite the Federal Reserve’s history of dovishness – higher interest rates are likely to stay in the US. He suggests bond investors need to react accordingly, potentially looking globally for the most attractive risk-adjusted income opportunities.
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Equity market neutral: removing the emotion in up or down markets

by Steve Johnstone

2 weeks ago
​Steve Johnstone, portfolio manager of the Global Equity Market Neutral strategy, explains why he is ambivalent about market direction in 2019 but would like to see a healthy degree of rationality.
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Technology sector and benchmark changes – what does it mean for investors?
With MSCI reclassifying Technology sector constituents at the end of November, Richard Clode, Alison Porter and Graeme Clark, portfolio managers in the UK-based Janus Henderson Global Technology Team, explain why the new index is not fit for purpose, what the change means for investors and the adjustment being made by the team at a benchmark level.​ 
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Fixed Income Insight: Redefining core fixed income
In this Fixed Income Insight, Nick Maroutsos, Dan Siluk and Jason England explain the importance of redefining what core fixed income allocations may look like going forward.
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Would you lend to this man?

by Ryan Myerberg

3 weeks ago
Andrew Mulliner and Ryan Myerberg, portfolio managers within the Global Bonds Team at Janus Henderson Investors, take a candid look at escalating US debt and the implications for bond investors.
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