Latest videos

Strategic Fixed Income: visible signs of a late-cycle world

by Jenna Barnard, John Pattullo

12 hours ago
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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Strategic Fixed Income: end of the cycle… are we there yet?

by Jenna Barnard, John Pattullo

2 weeks ago
With the markets finally coming round to the idea of the late-cycle stage in the economies, John Pattullo and Jenna Barnard, Co Heads of Strategic Fixed Income, share their thoughts on the subject, expanding on the risks and opportunities arising from this theme in 2019.
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How will ongoing interest rate divergence impact bond markets?

by Jenna Barnard

1 month ago
Jenna Barnard, Co-Head of Strategic Fixed Income, explains how the persistence of interest rate divergence remains central to the team’s thinking on the outlook for the bond markets.
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Ainslie McLennan: Asset TV's Property Masterclass

by Ainslie McLennan

2 months ago
As part of the panel on Asset TV’s Property Masterclass, Ainslie McLennan, Fund Manager on the Janus Henderson UK Property PAIF, discusses the potential impact on the UK commercial property market from current political and macroeconomic uncertainty, notably Brexit. Ainslie also shares her views on managing and benefiting from disruption, the advantages of investing in the ‘alternatives’ property sector, and her outlook for the retail segment of the market.
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Robert Schramm-Fuchs: Asset TV's Europe Masterclass

by Robert Schramm-Fuchs

2 months ago
As part of the panel on Asset TV’s Europe Masterclass, Robert Schramm-Fuchs discusses the current negative sentiment on European equities and why he still sees opportunities as a fundamental stock picker, despite the geopolitical noise. He shares his views on the impact of rising interest rates, and on how European equities differ from US equities. Watch the video to understand why it may be a good time to invest in Europe!
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Strategic Fixed Income: concoction of stress factors

by John Pattullo

2 months ago
​An unhealthy concoction of factors are creating a classically late-cycle feel in the markets. John Pattullo, Co-Head of Strategic Fixed Income, simplifies the conundrums and shares his views.

(This video was recorded on Tuesday 9 October 2018).

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Multi-asset master class featuring Nick Watson

by Nick Watson

2 months ago
At the end of Q3 Nick Watson, Fund Manager for the Multi-Asset team, joined an Asset TV panel discussion on the recent return of volatility to the markets. Multi-asset managers discuss their analysis of broad uncertainties in the market, in particular the Brexit outcome, and how this is impacting their asset allocation decisions.
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Currency catalysts

by Chris Diaz

2 months ago
​Chris Diaz, Co-Head of Global Bonds, sees opportunity for certain currencies to recover over the next three to 12 months on a likelihood that central banks will raise interest rates to control growth and inflation.

This video was recorded in early September 2018.
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Essentials: Total Return Bond Strategy

by Andrew Mulliner, Ryan Myerberg

4 months ago
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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Strategic Fixed Income — the turn of the global liquidity cycle

by Jenna Barnard

6 months ago
Jenna Barnard, Co-Head of Strategic Fixed Income, explains the team’s thinking on the bond markets, which revolves around the themes of interest rate divergence and US dollar strength.
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3 simple steps to owning an investment trust

by 

6 months ago
This short animation explains the three simple steps to buying an investment trust, managed by Henderson.
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A Closer Look at Investment Trusts

by 

6 months ago
A short video providing ‘A closer look’ at the people behind Janus Henderson’s investment trust team.
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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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Strategic Fixed Income: disruptive technology and the bond angle

by Rebecca Young

7 months ago
Rebecca Young, Portfolio Manager within Strategic Fixed Income, highlights interesting start-up businesses that presented at a recent disruptive technology conference and explains why bond managers should take note. She also explains why disruption ties in to the team’s long term deflationary view.
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Bill Gross video: Where next? Interpreting latest data reads (April 2018)

by Bill Gross

8 months ago
In his latest monthly video, Bill Gross speaks to Bloomberg Surveillance about the latest US payroll figures, his prediction of the number of Fed rate hikes in 2018 and his views on the US trade deficit.
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Bill Gross video: Where next? Interpreting latest data reads (March 2018)

by Bill Gross

9 months ago
In this video, Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing the outlook for risk assets, the pace of US Federal Reserve rate hikes and the dilemma facing central banks.
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Strategic Fixed Income — let’s talk inflation

by Jenna Barnard

10 months ago
Ahead of the release of US inflation data tomorrow, Co-Head of Strategic Fixed Income, Jenna Barnard, discusses the markets’ fixation on a regime shift in inflation and the resulting impact on government bonds. The Strategic Fixed Income Team, however, see a different scenario playing out in the long term.
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Bill Gross video: Where next? Interpreting latest data reads (February 2018)

by Bill Gross

10 months ago
In this video, Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing the factors likely to encourage the Fed to continue to hike rates, where real rates are heading and the shape of the yield curve.
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Essentials: the Absolute Return Income strategy

by Nick Maroutsos

10 months ago
In this Essentials video, Nick Maroutsos and Daniel Siluk, Co-Managers of the Janus Henderson Absolute Return Income Strategy, explain the emphasis on risk management and low volatility and what drives returns in the strategy.
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Bill Gross video: Where next? Interpreting latest data reads (January 2018)

by Bill Gross

11 months ago
In this video Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing factors dampening wage growth and other subjects such as the shape of the US yield curve and high yield valuations.
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