Can investors follow the pack and hope to outperform? In this article, Portfolio Managers Andrew Kaleel, Mathew Kaleel and Maya Perone investigate the characteristics of trend-following strategies and consider their potential value as part of a strategically positioned portfolio.
Denny Fish, portfolio manager in the Global Technology & Innovation Team, discusses how the team is navigating the coronavirus pandemic and why this period may have long-lasting positive implications for the sector.
Corporate credits have suffered during the COVID-19 outbreak, but history shows that these bonds have performed well in the years after a significant drawdown.
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
At its recent meeting in March the Investment Strategy Group (ISG) discussed the sell-off in asset markets and the implications for credit.
A look at some of the most pressing issues facing fixed income markets as the coronavirus crisis unfolds.
Carmel Wellso, Director of Research, examines the implications of the COVID-19 pandemic on financial markets and discusses what Janus Henderson’s team of analysts from around the world are evaluating, including long-term behavioural changes.
Simon Ward, our leading Economist, discusses the latest Coronavirus data, global monetary prospects and how recent developments fit in to his long term cycle framework.
Watch James Henderson, Co-Fund Manager Henderson Opportunities Trust, present on how the Trust has performed over the last financial year and his outlook for the coming months.
David Smith, Fund Manager for Henderson High Income, delivers an update on the Trust and in particular the latest portfolio activity