Regional focus: Global

Breaking down plastic pollution: Part II

Hamish Chamberlayne, Head of SRI, follows up on the impact of a slew of new legislation that aims to reduce the irresponsible use of plastic and the opportunities for 'early responders' to new consumer demand to cut waste.

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The silver tsunami: can REITS help you ride the wave?

‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the fourth article in the series, Tim Gibson, Guy Barnard and Greg Kuhl discuss the issue of an ageing population and how REITs can provide a way to capitalise on this demographic trend.

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Tell tail signs: March 2019 - Any more catalysts for risk assets?

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2 days 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. Today, the signals indicate that the ‘level of cheapness’ of global equities has drifted from the extremely cheap levels seen at the beginning of the year, to just average levels today.

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Global Technology: look beyond the volatility

by Richard Clode, CFA

4 days ago
In this video, Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses how the recent volatility in global equity markets should refocus investor attention on the importance of looking at the fundamentals of a business. In a recent trip to California, he met with technology companies that continue to benefit from long-term secular growth themes in the sector including cloud adoption, 5G and artificial intelligence (AI).
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Strategic Fixed Income: early innings of a sovereign bond bull market?

by Jenna Barnard, CFA

1 week 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.
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Quick view: Brexit end point remains unclear

by Ben Lofthouse

1 week ago

Ben Lofthouse, Head of Global Equity Income, assesses last night’s vote on Brexit in the UK by members of Parliament.

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Current market conditions - what is the data telling us?

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1 week ago
Ashwin Alankar, Head of Global Asset Allocation, believes that data can tell us a lot about what is going on in the marketplace. In this video, he discusses what current data may be indicating for the wider market.
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Solid earnings growth tempers recessionary fears

​George Maris, Co-Head of Equities, and Nick Maroutsos, Co-Head of Global Bonds, explain how hand wringing over the US yield curve may conceal positive signals from the corporate sector.

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Quantitative un-easiness

by Nick Maroutsos

2 weeks ago


Nick Maroutsos, Co-Head of Global Bonds, explains why bonds offer potentially attractive qualities for income-focused investors worried about rising equity market volatility.

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Perspectives on credit

by Tom Ross, CFA

2 weeks ago
As economic data disappoints and central banks row back on their tightening rhetoric, Tom Ross, Corporate Credit Portfolio Manager, considers what this means for corporate bond markets.
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Global equities: removing the guesswork amid Brexit uncertainty

by Steve Weeple

3 weeks ago

​While Brexit remains one of the key political and economic uncertainties for investors in Europe, Steve Weeple, Portfolio Manager on the Edinburgh-based Global Equities Team, believes that company fundamentals are the best thing to focus on for long-term investors.

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Post-game analysis: Multi-Asset Core Income part 2

by Nick Watson, CFA

3 weeks ago

​Nick Watson, fund manager for the UK-based multi-asset team, concludes his ‘match report’ for the performance of Janus Henderson’s Multi-Asset Core Income range in 2018.

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Tell tail signs: February 2019 - Thank you Fed, at least for now

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1 month 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. Now that the 'Fed Put' is back in play, this report takes a look at how options market signals are positioned.

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Disruptive forces: automotive innovation

​The Janus Henderson Global Technology team discusses the latest technological advances set to disrupt the automotive sector after  visiting the Consumer Electronics Show in Las Vegas.

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Post-game analysis : Multi-Asset Core Income part 1

by Nick Watson, CFA

1 month ago

Nick Watson, fund manager for the UK-based multi-asset team, provides his ‘match report’ for Janus Henderson’s Multi-Asset Core Income range in 2018. In this article, he looks at the divergent market forces that drove performance.

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Biotech: focusing on fundamentals

​Portfolio managers, Andy Acker and Dan Lyons, and research analyst, John Scotti, explain why fundamentals matter when investing in biotech’s innovation boom. 

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Multi-Asset: Market Review and Outlook

by Paul O'Connor

1 month ago

Paul O’Connor, Head of Multi-Asset, discusses the events that have unfolded in the closing half of 2018 and how these are shaping his team’s outlook.

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Breaking down plastic pollution

by Hamish Chamberlayne, CFA

1 month ago

​Hamish Chamberlayne, Head of SRI, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.

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Macro signals — early signs often come from the ground

by John Pattullo

1 month ago

John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.

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Digital health: sales versus social impact
​Janus Henderson’s Global Technology team is actively engaged with its existing holdings on a range of Environmental Social and Governance (ESG) criteria in order to promote sustainable growth. Here, the team discusses how they were one of the first asset managers to engage with companies on the issues facing the video game industry.
 
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