Knowledge. Shared Blog No bios have been selected to display. Investment Themes that Matter – Market GPS Discussion Janus Henderson experts Alex Crooke (equities), Michael Ho (multi asset/alternatives) and Jim Cielinski (fixed income) explore the key themes for the second half of 2019. Aligning with the Janus Henderson Mid-Year Market GPS outlooks, the discussion will
Volatility Warrants Caution in U.S. High Yield
While U.S. high yield remains an attractive asset class, lofty valuations and rising uncertainty demand a focus on company fundamentals.
Trade war tension: look past the noise to navigate uncertainty
Markets sold off sharply this week after a sudden escalation in the US-China trade war. George Maris, Co-Head of Equities – Americas, explains why the reaction was so severe and offers insight on how investors can navigate this period of uncertainty.
Asian dividend growth: mostly decoupled from global turbulence
Sat Duhra, Co-portfolio Manager, Asian Dividend Income, explains why Asia is leading the way in dividend growth. He identifies some of the sectors in which these dividend payers reside and discusses the impact of the ongoing trade dispute on his portfolio positioning.
Trade War Tension: Look Past the Noise to Navigate Uncertainty
George Maris, Co-Head of Equities – Americas, discusses why the markets reacted so dramatically to the recent escalation in the U.S.-China trade war.
For small caps, index multiples obscure risks
The price-to-earnings (P/E) ratio for the Russell 2000® Growth Index looks reasonable but may obscure certain risks. Portfolio Managers Jonathan Coleman and Scott Stutzman explain why the earnings multiple can be misleading, where some risks are within small-cap investing and where they still see reasonably valued growth opportunities.
Tariffs Come to Main Street
Consumer Research Analyst Joshua Cummings explains what really spooked markets about the recent escalation of the U.S.-China trade conflict.
Tariffs & Tech: Clarity, Please
Although tech stocks sold off on news of more tariffs, Research Analyst Jon Bathgate says secular tailwinds remain intact for the sector.
Removal of the performance fee for certain funds
Information about the removal of performance fees from four funds within the Janus Henderson Horizon Fund (SICAV), effective 1 July 2019.
Quick view: Chinese yuan depreciates to critical level against the US dollar
Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.