James de Bunsen and Pete Webster, Co-Fund Managers of Henderson Alternative Strategies Trust, explain how their position as multi-asset managers can benefit investors, particularly during periods of market uncertainty. They also describe the Trust’s performance over the last six months and why the team has chosen to reduce the number of holdings in the Trust’s portfolio, along with what can be expected for the remainder of the year.
Janus Henderson’s US-based Adaptive Multi-Asset Solutions Team present their latest Tail Risk Report, using market prices to infer expected tail gains and losses for each asset class. In June, options pricing models showed signs of mild inflationary pressures; this is consistent with signals over the past two months.
Our Fixed Income experts discuss the challenges currently facing traditional core and core plus strategies and why more flexible, multi-sector strategies warrant consideration.
The recent environment has been benign for both investment-grade and speculative-grade credits. But eventually the music will stop. What does this mean for health care plan sponsors?
In this video update Jane Shoemake, Client Portfolio Manager, provides an update on the Janus Henderson Global Equity Income Fund.
Recent legal activity highlights plan sponsors’ responsibilities for ensuring participants understand their 401(k) plan options.
Hamish Chamberlayne, Portfolio Manager for the Janus Henderson Global Sustainable Equity Fund, discusses recent developments affecting the world of Sustainable & Responsible Investment (SRI), and the fund’s positioning, performance, and activity. In the second quarter of 2019 global stock markets advanced to new highs for the year, with the MSCI World index rising 6.7% in
The stock of vacancies – a leading indicator of the number of employees – peaked in January (three-month moving average basis), with another hefty fall in June. Employee numbers appear to have peaked in February (also three-month moving average) – see first chart. A stable unemployment rate of 3.8% reflects slower labour force expansion and
Six-month growth of real narrow money in the G7 economies and seven large emerging economies is estimated to have edged up to 1.9% (not annualised) in June but remains well below a post-GFC average of 3.2%
In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines fund and UK commercial property market performance year to date. Ainslie also discusses portfolio positioning and her outlook for the asset class.