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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Do you remember the Great Financial Crisis?

by John Pattullo

2 months ago

​John Pattullo, Co-Head of Strategic Fixed Income, explains how after the failure of QE to generate any sustainable growth or inflation the dial has turned to various forms of fiscal policy. But as he argues, a successful formula has to combine fiscal and monetary policies with structural reform.

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Strategic Fixed Income: end of the cycle… are we there yet?
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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US equities: staying focused on secular growth

by Doug Rao

9 months ago
As interest rates and inflation pressures climb, Portfolio Manager, Doug Rao, says it is becoming all the more important to focus on companies with secular tailwinds, pricing power and competitive advantages.
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Strategic Fixed Income: concoction of stress factors

by John Pattullo

10 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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Strategic Fixed Income: a big regime shift in inflation? No.
In this video, the Co-Heads of Strategic Fixed Income, John Pattullo and Jenna Barnard, share their assessment of the impact of rising inflation expectations in developed markets and whether higher inflation will take root.
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Bond markets — expect a pickup in volatility

by Andrew Mulliner, CFA

1 year ago

​Andrew Mulliner, Portfolio Manager, highlights the developments in bond markets this year, explaining what he believes lies ahead, while pointing out major areas of focus in their portfolios for the rest of 2018.

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Inflation — the dog that never barks

by John Pattullo

1 year ago

​The biggest surprise last year was not only the persistent mis-forecasting of bond yields but also the persistent mis-forecasting of inflation. John Pattullo, Co-Head of Strategic Fixed Income, looks at the underlying causes of why a lot of traditional economic models, assumptions and relationships do not seem to hold in this rather dystopian world in which we live.

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Quick view: Amazon takes on healthcare

by 

1 year ago

Rich Carney, Healthcare Services Analyst with the US-based Janus Henderson Healthcare Sector Team, responds to news that Amazon, Berkshire Hathaway, and JPMorgan Chase plan to form an independent healthcare company to lower costs for their employees.

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Strategic Fixed Income: more divergence and disruptions in 2018

by Jenna Barnard, CFA

1 year ago
Co-Head of Strategic Fixed Income, Jenna Barnard, looks back at 2017, while sharing her thoughts and views on the major themes likely to affect credit markets and the Strategic Fixed Income portfolios in the coming year.
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UK election: market fall-out limited by hope of softer Brexit

by Simon Ward

2 years ago

​UK markets have weakened rather than plunged because the election result has mixed implications. The obvious negative aspect is the prospect of prolonged political uncertainty, with a severely weakened government limping towards a change of Conservative leadership and second election later in 2017.

Simon Ward, Chief Economist at Janus Henderson Investors, shares his views on the outcome of the election.

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Credit markets: tactics for the seventh inning stretch?

by John Pattullo

2 years ago

​Bond markets seem to be frozen in time and the credit cycle, which has seemingly become stuck, could stay that way for a long time. John Pattullo, Co-Head of Strategic Fixed Income, explains the reasons why, and how to set about looking for returns in the low growth, low inflation world around us.

 
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Hey, big spender: the fiscal story behind the political noise

by Chris Forgan

2 years ago

​Chris Forgan, Fund Manager with Henderson’s Multi-Asset Team, discusses what Trump's presidency might mean for markets. He argues that, behind the media noise created by populist politics, investors need to stay abreast of important monetary and fiscal policy shifts.

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Reflation for now, but how long will it last?

by Jenna Barnard, CFA

2 years ago
Since the election of Donald Trump headlines such as ‘regime change’ and ‘the Trump reflation trade’ have dominated the financial media as investors happily embraced the ‘reflation’ trend and started to put their money to work based on the view that growth and inflation are going to rise. This has favoured equities over bonds.
Jenna Barnard, Co-Head of Strategic Fixed Income at Henderson, shares her views on the current trend and how long it may last. She further explains where the team see good investment opportunities for their portfolios in the coming months.
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Strategic Fixed Income outlook 2017: keep liquid, sensible; look for opportunities, but don’t force it

by John Pattullo

2 years ago
John Pattullo, Co-Head of Strategic Fixed Income, discusses how the markets were affected by major political events in 2016 and the lessons learnt. As he looks forward to 2017, John shares his views on what themes are likely to dominate the markets given a volatile backdrop and where he looks to find good investment opportunities.
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Trump-o-nomics: the importance of US-aligned portfolio positioning

by John Pattullo

2 years ago
John Pattullo, Co-Head of Strategic Fixed Income, looks at the impact of the Trump victory on the financial markets and provides his assessment of the likely effects and success of his policies.
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US election reaction: predictably unpredictable

Following Donald Trump’s unexpected victory in the US elections, Ryan Boothroyd, from Henderson’s Multi-Asset Team, discusses the competing forces that look likely to shape investing across the asset spectrum.

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US election reaction: neutral equities, negative bonds, positive US dollar?

by Simon Ward

2 years ago

​Simon Ward, Chief Economist, reacts to Trump’s victory and the likely economic and financial impact of a Republican President and Congress.

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Second US presidential debate: Trump ducks fatal blow

​Ryan Boothroyd, from Henderson’s Multi-Asset Team, discusses the key takeaways from the second US presidential debate.

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Guide to the US presidential election: investment implications

​Ryan Boothroyd from Henderson’s Multi-Asset Team provides his need-to-know guide to the 2016 US presidential election. In the Q&A section he discusses what issues are shaping the campaign, key things to watch out for, and which assets are most likely to be affected in the event of a Clinton or Trump victory.

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