In the report, Fixed Income Portfolio Managers John Lloyd and Greg Wilensky discuss how fixed income markets are responding to Trump’s sweeping tariffs and the implications for investors.
In the report, Fixed income portfolio managers Brent Olson and Tim Winstone reflect on the initial credit market response to President Trump’s tariffs.
Adam Hetts, Global Head of Multi-Asset & Portfolio Manager, and Oliver Blackbourn, Portfolio Manager, give their thoughts on how US President Trump’s ‘Liberation Day’ tariffs have reshaped global trade dynamics, emphasising the benefits of diversification at a time of heightened uncertainty about the prospects for growth.
Portfolio Managers John Kerschner, Nick Childs, and Jessica Shill discuss the AAA CLO ETF landscape and highlight the most important considerations for investors.
In the report, John Kerschner, Head of US Securitized Products & Portfolio Manager, and John Lloyd, Lead for the Multi-Sector Credit Strategies & Portfolio Manager, review the best-performing U.S. fixed income sectors of 2024 – what worked, what didn’t, and what it means for investors going forward.
As the sequel unfolds, particular industry sectors in affected countries are likely to be more impacted. Global Head of Credit Research Mike Talaga, Head of EMEA Credit Research James Maxwell, and Client Portfolio Manager Celia Soares discuss the implications for credit investors.
In the report, Portfolio Managers Andy Acker and Dan Lyons explain the reasons for healthcare’s recent underperformance and why they believe valuations are now disconnected from the sector’s long-term prospects.
With all eyes focused on the White House, investors must decide what the incoming President’s policies will mean for markets and how to position accordingly. Ahead of the inauguration, we asked our portfolio managers what they think should be front of mind.
In his 2025 investment outlook, Head of U.S. Fixed Income Greg Wilensky outlines the most likely scenarios for the U.S. economy and which asset classes he believes will be best positioned under each scenario.
Brent Olson and Thomas Ross, fixed income portfolio managers, believe that high yield bonds offer comfortable driving for now, but investors might need to negotiate more difficult terrain later in 2025.
In his 2025 investment outlook, Portfolio Manager John Lloyd shares his views on the attractiveness of a multi-sector approach to fixed income investing.
In his 2025 investment outlook, Head of U.S. Securitized Products John Kerschner shares his U.S. securitized outlook, identifying the key trends he believes will drive investment returns in the year ahead.
The surprise nomination of Robert F. Kennedy Jr. to head healthcare policy in the U.S. caused substantial volatility in November. But despite heightened uncertainty, the sector’s long-term outlook appears intact, say Portfolio Managers Andy Acker and Dan Lyons – giving investors a potential opportunity to invest at attractive valuations.
CEO Ali Dibadj highlights the three macro drivers that investors must navigate in 2025 and beyond, as well as the importance of actively positioning for a brighter investment future.
In their 2025 outlook, Head of Americas Equities Marc Pinto and Head of EMEA and Asia Pacific Equities Lucas Klein say a changing macroeconomic backdrop could create new pockets of leadership in global equity markets.
In the report, Global Head of Fixed Income Jim Cielinski and Head of Global Short Duration Daniel Siluk believe navigating the change in rate regimes has grown more complicated for the Federal Reserve (Fed) as they must now consider the ramifications of Donald Trump’s proposed economic policies.
Marc Pinto, Head of Americas Equities, and Lucas Klein, Head of EMEA and Asia Pacific Equities, say a surprisingly straightforward U.S. election could provide additional momentum to U.S. stocks through the end of 2024. But it remains to be seen how policy will impact future earnings—the real driver of long-term returns.
In the report, Head of Greater China & Portfolio Manager Victoria Mio, explains why China’s decisive pivot from debt control to growth support could be the catalyst needed to restore confidence and unlock value in China’s markets.
On the back of recent cooling in economic growth, an uptick in unemployment, and moderating inflation, the Federal Reserve (Fed) looks set to begin its rate-cutting cycle at its September meeting.
With recent cooling in economic growth, an uptick in unemployment, inflation moderating back to the Federal Reserve’s (Fed) 2% target, and expectations for rate cuts, we believe the winds are shifting in the U.S. fixed income market.
The acquisition further expands Janus Henderson’s private credit capabilities and complements Janus Henderson’s existing highly successful securitized credit franchise and expertise in public asset-backed securitized markets, and further expands our capabilities into the private markets.
With investors reacting to the worst global stock market sell-off since the early days of the COVID pandemic in 2020, Portfolio Manager Oliver Blackbourn and Global Head of Multi-Asset Adam Hetts consider the all-important question – what next?
Portfolio Manager Daniel Siluk believes subsiding inflation and declining interest rates underpin a compelling argument for investors to reallocate funds away from money market strategies toward shorter-dated bonds.
Marc Pinto, Head of Americas Equities, and Chris Benway, Director of Research, consider how the U.S. election may influence markets leading up to November, discuss policies worth monitoring as the election draws near, and remind investors to prioritize quality in times of uncertainty.
In their mid-year outlook for global stocks, Head of Americas Equities Marc Pinto and Head of EMEA and Asia Pacific Equities Lucas Klein argue that while risks of an economic slowdown remain, the potential for unlocking new shareholder value is also strong.
In his mid-year outlook, Jim Cielinski, Global Head of Fixed Income, recognizes markets were impatient in wanting rate cuts, but the offset is fresh opportunities for investors to capture attractive yields.
Portfolio Managers Guy Barnard and Greg Kuhl highlight how the shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.
Portfolio Manager John Lloyd discusses two important considerations for investors who feel like they may have missed the market rally.
Andy Acker and Research Analyst Tim McCarty discuss how artificial intelligence has enormous potential to improve healthcare delivery across the globe and point to some practical applications that could benefit patients – and investors – in the near term.
Global Property Equities portfolio managers Greg Kuhl, Guy Barnard and Tim Gibson discuss the current attractive relative valuation opportunity and merits of residential REITs.
Ali Dibadj, CEO, shares the industry topics he’s hearing most in conversations with asset allocators, family offices, end-clients, colleagues, investors, and others he meets around the world.
Andy Acker and Dan Lyons, Portfolio Managers of the Healthcare and Biotech strategies, discuss why the rematch in this year’s U.S. presidential election could be neutral for the healthcare sector.
Global Head of Client Portfolio Management Seth Meyer discusses the hidden risks and potential strategic pitfalls of sitting in cash.
Janus Henderson Investors Portfolio Managers Greg Wilensky and Jeremiah Buckley discuss what they consider the three essential elements of an effective balanced strategy in the current environment.
With the lagging effect of elevated interest rates potentially cooling the appetite of the economic growth engine that is the U.S. consumer, Global Head of Multi-Asset Adam Hetts at Janus Henderson Investors explains why he believes investors should take a defensive stance by prioritizing quality companies and cross-asset diversification.
In the wake of recent underperformance, healthcare is entering the new year with compressed valuations just as innovation picks up and a post-COVID reset winds down. That should make for a positive outlook, says Janus Henderson Portfolio Managers Andy Acker and Dan Lyons.
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.
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.
Portfolio Manager Andy Acker explains why the healthcare sector could offer an attractive combination of defense and growth in today’s market.
Three reasons why investors should consider adding intermediate-duration bonds back to their fixed income portfolios.
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.
While the Russia-Ukraine conflict will likely remain uncertain for some time, we believe situations like this require cool heads from an investment perspective.
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.
Digitalization, electrification and decarbonization (the “DED nexus”) are powerful agents of positive change for societal and environmental sustainability goals.
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.
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.
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.
Bill Gross' March 2018 Investment Outlook: A monthly outlook on the global financial markets.
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.
“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.
