​​Making the world go round: why we invest in infrastructure

by James de Bunsen, CFA

3 weeks ago

​James de Bunsen, Portfolio Manager on Janus Henderson’s UK-based Multi-Asset team, discusses the solid attractions of infrastructure investment.

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UK politics: new leader, old problems

by Paul O'Connor

1 month ago

​Paul O'Connor, Head of the UK-based Multi-Asset team, discusses confirmation of Boris Johnson's appointment as UK Prime Minister and the highly uncertain outlook for Brexit that he, and his divided government must navigate, and the likely market response.  

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Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

by Paul O'Connor

1 month ago

Paul O'Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the outlook for multi-asset investors in Q3 in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors. 

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US-China trade negotiations — another ceasefire

by Paul O'Connor

2 months ago

Paul O’Connor, Head of the UK-based Multi-Asset Team, shares his views on the meeting between the US and China at the G20 Summit in Osaka and explains why the ceasefire does not necessarily mean an end to the trade war.

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Brexit quick view: No, no, no, no, no, no, no and no.

by Paul O'Connor

5 months ago

​​Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, discusses the ongoing impasse within Parliament as MPs unsuccessfully attempt to narrow down approaches to Brexit.

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Multi-Asset: Market Review and Outlook

by Paul O'Connor

6 months 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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Brexit - now what?

by Paul O'Connor

8 months ago

​​Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, sifts through the highly complex range of Brexit scenarios following Theresa May's survival as party leader. 

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

by Paul O'Connor

9 months 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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The sell-off culprit: real rates

by 

10 months ago

​Global Head of Asset Allocation, Dr Ash Alankar, explains why real rates are behind recent bond and stock market volatility.

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Multi-Asset: world overview and outlook

by Paul O'Connor

1 year ago

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

 
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Multi-Asset: the return of ‘normal’?

by Paul O'Connor

1 year 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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Quick view: investors weigh Italian risks

by James de Bunsen, CFA

1 year ago

James de Bunsen, portfolio manager with Janus Henderson’s UK-based Multi-Asset Team, gives his view on the Italian election results.

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​Quick view: Have Italian election market risks dissipated?

by James de Bunsen, CFA

1 year ago

​James de Bunsen, fund manager within Janus Henderson’s UK-based Multi-Asset Team, gives his view on political and market risks ahead of the Italian general election on 4 March 2018.

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Quick view: Market plunge due to over-exuberance

Oliver Blackbourn, Fund Manager with Janus Henderson’s UK-based Multi-Asset Team, comments on the dramatic plunge in stock markets globally. He discusses the factors that have contributed to the sell-off.

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Bitcoin: emerging asset or speculative mania?

by Paul O'Connor

1 year ago

Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, discusses the recent appearance of Bitcoin futures on some major US exchanges and explains why he believes Bitcoin remains an experimental instrument.

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Multi-Asset outlook: will the bull keep charging in 2018?

by Paul O'Connor

1 year ago

Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, reviews 2017 and discusses prospects for asset classes and regions in 2018.

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Questioning the Managers - Henderson Alternative Strategies Trust
James and Ian discuss ‘dry powder’ cash sitting on the sidelines in private equity, the importance of fees in selecting funds, new investments, and the Trust’s upcoming continuation vote.
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Quick view: Well-flagged rate rise accompanied by unexpectedly dovish tone

by James de Bunsen, CFA

1 year ago

​James de Bunsen, Portfolio Manager, and Oliver Blackbourn, Analyst, within Janus Henderson’s UK-based Multi-Asset Team, comment on the Bank of England Monetary Policy Committee’s decision to raise UK interest rates.

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Broaden your market exposure: a time for alternative assets? Henderson Alternative Strategies Trust

​James de Bunsen, Fund Manager of Henderson Alternative Strategies Trust, describes the Trust’s approach to analysing alternative assets and determining their relative correlation to mainstream markets.

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UK election: result signals Mayday on Brexit talks

by Paul O'Connor

2 years ago

Paul O'Connor, Head of Janus Henderson's UK-based Multi-Asset Team, discusses the UK election result, focusing on what it could mean for Brexit negotiations and the potential investment implications.

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