Type: Irish Investment Company

Risks and opportunities in Agency MBS

by John Kerschner, CFA

4 months ago

​A number of factors are set to influence agency mortgage-backed securities (MBS) in 2019. John Kerschner, Head of US Securitized Products, discusses the market dynamics and the risks and opportunities on the horizon.

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Cracks in the Credit Cycle

​Portfolio Managers Darrell Watters and Mike Keough identify signs that the credit cycle has turned and highlight what to watch in the year ahead.

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EM equities: Selective opportunities in less popular markets

by Glen Finegan, Ian Tabberer

6 months ago
Glen Finegan and Ian Tabberer, respectively Head of and Portfolio Manager on the Global Emerging Market Equities Team, believe that South Africa offers compelling long-term opportunities for investors focused on valuation.
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US equities: staying focused on secular growth

by Doug Rao

6 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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Fixed Income: a nimble approach needed in 2019

by Seth Meyer, CFA, Tom Ross, CFA

6 months ago
As the US Federal Reserve risks executing on an overly aggressive tightening path, and the economic and credit cycles continue to progress, Fixed Income Portfolio Managers Seth Meyer and Tom Ross highlight the importance of a nimble approach to fixed income.
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WeWork – a marriage made in heaven?

by Guy Barnard, CFA, Tim Gibson

8 months ago
‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the second article in the series, Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, explore WeWork, the flexible office space provider, and discuss the company’s role as both a landlord and a tenant from a real estate perspective. Tim also provides a video summary.
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Is a dynamic multi-asset strategy the answer to higher volatility?

by Marc Pinto, CFA

11 months ago

Volatility has returned to markets in 2018, with investors unsettled by US President Trump’s decision to take a combative stance on international trade, and with central banks globally signaling an end to the era of easy money. In this article, Marc Pinto, portfolio manager on the Janus Henderson Balanced Fund, discusses the important role a balanced multi-asset strategy can play in more uncertain market conditions.

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EM equities: less popular markets offer long-term opportunities

by Glen Finegan

11 months ago

​​Glen Finegan, Head of Global Emerging Market Equities, believes that less popular markets such as South Africa offer better value than many Asian opportunities.

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Global real estate: how can investors benefit from an evolving asset class?

by Guy Barnard, CFA, Tim Gibson

11 months ago

​Guy Barnard and Tim Gibson, Co-Heads of the Global Property Equities Team, provide a mid-year review of the market and outlook for the rest of the year, as well as share the sectors that garner their favour. 

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Keeping bond portfolios nimble in light of cooling global growth

by Nick Maroutsos

11 months ago

​Portfolio Manager Nick Maroutsos explains why cooling global economic growth may lead to central bankers falling short in terms of policy normalisation and why a less synchronous economic cycle can create opportunities.

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US equities and bonds - Investing in a shifting landscape

by Darrell Watters, Marc Pinto, CFA

11 months ago

​Impressed by the resilience of the markets, portfolio manager Marc Pinto explains why he believes that investors should not be deterred by higher volatility, given the favorable backdrop for equities. Meanwhile, Darrell Watters, Head of US Fundamental Fixed Income, expects a difficult environment for credit markets.

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“The King is dead, long live the King!” – real estate and technology

​Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss how real estate is being reinvented and rejuvenated by rapid advances in technology and how their portfolios are actively positioned to gain from these evolving trends.

 
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Thoughts and bonds: navigating rising rates

​‘Thoughts and bonds’ provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team, where they share their insights on potential investment risks and opportunities.

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Cloud-based software stocks have a long runway for growth

by Denny Fish

1 year ago

​Denny Fish, Portfolio Manager on the US-based Technology Team, discusses the growth of cloud-based software companies and why they have the potential to rise in value despite what initially appears to be high valuations.

First published on MarketWatch on 26 February 2018. Used with permission.

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Four tech mega themes disrupting everything

by Denny Fish

1 year ago
In this video Denny Fish, Portfolio Manager on the US-based Technology Team, discusses why active investors are well positioned to benefit from the mega themes that are driving long-term innovation in technology. These themes defined by the team are cloud computing, artificial intelligence, the Internet of Things and mobility. 
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​​Tech navigates new tax and regulatory regimes

by Denny Fish

1 year ago

Denny Fish, portfolio manager in the Denver-based Global Technology Team, discusses the ramifications of the US tax reforms introduced in early 2018 on the tech sector, and why an active approach to tech investing is warranted.

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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. Rich is also a member of the investment team for the Janus Henderson Global Life Sciences strategy.

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Thoughts and bonds - a balancing act

'Thoughts and bonds' provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team, giving insights on potential risks and opportunities ahead.

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Absolute Return Income: treading carefully in 2018

by Nick Maroutsos

1 year ago

​Nick Maroutsos, co-portfolio manager of the Absolute Return Income Strategy, sees the potential for greater volatility in 2018 as bond markets contend with central bank policy moves and political risks.

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The importance of secular growth stocks for US equity returns in 2018

by Marc Pinto, CFA

1 year ago
Portfolio manager, Marc Pinto, shares his views on what may be in store for US equity investors in 2018. As the markets become more driven by stock specifics, he believes a focus on secular growth companies that can thrive in different market conditions has the best potential to reward investors. Marc also discusses several of his favoured investment sectors for the year ahead.
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