Incoming narrow money data for July have been disappointing, suggesting that a global economic recovery will be delayed until Q2 2020.
Global money trends still downbeat
Fundamental Research: What Makes the Janus Henderson Approach Unique?
Director of Research Carmel Wellso discusses Janus Henderson’s unique approach to equity research.
Beware the disruptive regulators
In this article, Ben Lofthouse, Fund Manager of Henderson International Income Trust, explains why investors should consider regulatory diversification within their portfolios, including stock case studies that highlight the influence of supportive and obstructive regulators
Janus Henderson US Venture Fund to re-open to new investors
On 2 September 2019, the Janus Henderson US Venture Fund will re-open to new investors.
Argentina: tears flow as markets tumble
Jennifer James, portfolio manager within the Global Bonds Team, discusses the fallout from the shock primary election results in Argentina in August, exploring what this might mean for Argentina’s asset markets and other emerging economies.
Learning from Argentina: The importance of balance in bond portfolios
The sudden rise of populist presidential candidate Alberto Fernández shook the Argentine markets and raised alarm bells among global bond investors. Portfolio Manager Seth Meyer discusses the lessons this volatility raises for bond investors, reminding them of the importance of trying to balance income and total return.
Limbo – how low can you go?
Guy Barnard and Tim Gibson, Co-Heads of the Janus Henderson Global Property Equities Team, discuss the implications of negative-yielding bonds on listed property stocks and highlight the importance of active management in this environment.
Limbo – how low can you go?
Guy Barnard and Tim Gibson, Co-Heads of the Janus Henderson Global Property Equities Team, discuss the implications of negative-yielding bonds on listed property stocks and highlight the importance of active management in this environment.
Learning from Argentina: The Importance of Balance in Bond Portfolios
The swift collapse in Argentina’s financial markets is a blunt reminder to consider how fixed income portfolios are invested and with what risk.
Asian dividend growth: mostly decoupled from global turbulence
Sat Duhra, Co-Manager of the Janus Henderson Asian Dividend Income Strategy along with Mike Kerley, explains why Asia is leading the way in dividend growth. Sat also identifies the best dividend-paying sectors and discusses the impact of ongoing US-China trade friction on portfolio positioning.