Commentary

Peeling Back the Onion: A Concentric Approach to Investment Decision Making

The past year has been punctuated by attention-grabbing headlines: The ongoing war in Ukraine, the U.K. pensions crisis, the collapse of Silicon Valley Bank, debt ceiling negotiations, the rise of ChatGPT … and the list goes on.

Commentary

The Three Habits of Successful Bond Investors

It is human nature to be captivated by unbelievable stories, great victories, and thrilling endings. One could argue that we have a penchant for the dramatic.

Commentary

Two Sides of Healthcare, One Strong Investment Case

Portfolio Manager Andy Acker explains why the healthcare sector could offer an attractive combination of defense and growth in today’s market.

Commentary

In Defense of Defensive Fixed Income: The Case for Adding Duration

Three reasons why investors should consider adding intermediate-duration bonds back to their fixed income portfolios.

Commentary

Storing Cash

For investors wondering where to store cash, comparing the maturity profiles on Treasuries with their “risk of loss” history can help reveal where value might lie within shorter maturities.

Commentary

Ukraine Investment Considerations: Time in the Market Beats Timing the Market

While the Russia-Ukraine conflict will likely remain uncertain for some time, we believe situations like this require cool heads from an investment perspective.

Commentary

Is Tapering Tightening?

Jim Cielinski, Global Head of Fixed Income at Janus Henderson Investors, discusses concepts surrounding the current bond market environment, including the US Federal Reserve and their lessons learned from past tapering discussions.

Commentary

How the Fourth Industrial Revolution Will Accelerate Decarbonization

Digitalization, electrification and decarbonization (the “DED nexus”) are powerful agents of positive change for societal and environmental sustainability goals.

Commentary

US Inflation Figures

Andrew Milliner, Global Bonds Portfolio Manager at Janus Henderson Investors, has put together the below comments in reaction to current U.S. inflation figures and what it means for the economy and markets moving forward. Please let me know if you have any questions or wish to further discuss with Andrew.

Commentary

Optimism for a Renewed Focus on Fundamentals in Small- and Mid-Cap Growth

Portfolio Manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.

Commentary

The Case for Collateralized Loan Obligations (CLOs)

In an environment where interest rates are low and the risk of higher Treasury yields has risen, Portfolio Managers from Janus Henderson Investors discuss how allocations to AAA rated CLOs may help investors diversify a traditional fixed income portfolio, offering lower volatility, higher credit-quality and less sensitivity to any rise in interest rates.

Commentary

Killing Each Other

Bill Gross' March 2018 Investment Outlook: A monthly outlook on the global financial markets.

Commentary

Bill Gross Investment Outlook: Bonds, Men, It’s About Time

Women have gotten the short stick or metaphorically the short rib ever since Eve, and I’m with Oprah for president and much, much more but hey, guys have got a few positive qualities that need to be mentioned.

Commentary

Bill Gross July 2017 Investment Outlook: Curveball

“Kill the Umpire”, the fan cried to open the 1996 baseball season in Cincinnati, and 7 pitches later, the man behind the plate, John McSherry, was dead, all 320 pounds of him screaming for more oxygen to feed his struggling heart. He’d been killed by his poor health, by a billion molecules of sink-clogging cholesterol that fed on his coronary artery and sucked up his life’s blood like a vampire at midnight.

Commentary

Investment Outlook: How to Make Money

Because of the secular headwinds facing global economies, currently labeled as the “New Normal” or “Secular Stagnation”, investors have resorted to “making money with money” as opposed to old-fashioned capitalism when money and profits were made with capital investment in the real economy.