John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.
Macro signals — early signs often come from the ground
Post-game analysis: Multi-Asset Core Income part 2
Nick Watson, fund manager for the UK-based multi-asset team, concludes his ‘match report’ for the performance of Janus Henderson’s Multi-Asset Core Income range in 2018.
Money trends / stocks cycle suggesting US weakness
Global industrial weakness, as expected, has intensified in early 2019. Based on last week’s flash results for the US, Japan and Euroland, the global PMI manufacturing new orders index is estimated to have fallen below 50 in February, reaching its lowest level since 2012 – see first chart. The final reading will depend importantly on Chinese results released on Friday.
Sechs erste Plätze für Janus Henderson Investors bei den €uro-FundAwards 2019
Insgesamt neun Fonds von Janus Henderson Investors, der weltweit tätigen Vermögensverwaltungsgesellschaft mit einem verwalteten Vermögen von etwa USD 328,5 Milliarden (entspricht rund EUR 287 Milliarden; Stand: 31. Dezember 2018), wurden im Jahr 2019 mit den €uro-FundAwards des Finanzen Verlags ausgezeichnet.
Tell tail signs: February 2019 – Thank you Fed, at least for now
Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class. Now that the ‘Fed Put’ is back in play, this report takes a look at how options market signals are positioned.
Risk Premia Investing Can Be a Powerful Ally to Investors
Many “diversified” portfolios have risk exposure concentrated in 1 or 2 risk factors. Learn how low-correlated risk premia may reduce risk and enhance returns.
Fund Manager commentary – City of London Investment Trust
UK equities produced a negative return of 3.75% in December as measured by the FTSE All Share Index. The FTSE 100 Index of large companies, with a negative return 3.5%, outperformed the more domestically focussed FTSE 250 Index of medium-sized companies which produced a negative return of 5.1%. Concern about rising US interest rates against
Time to go domestic for US equities in 2019?
Can a strong corporate backdrop help U.S. equities to deliver a positive return in 2019? Portfolio Managers Marc Pinto and Jeremiah Buckley look at the prospects for domestic U.S. equities, following a turbulent 2018, and some of the themes that they believe could create value over time. They also consider some of the key issues facing fixed income markets.
Chinese data flattered by New Year timing effect
Chinese trade and money / credit releases for January reported recoveries in year-on-year comparisons and have been interpreted positively by market participants seeking evidence of economic turnaround. The suspicion here is that the improvements reflect a New Year timing effect and will reverse in February.
How to Find out If Your Social Security Benefits Are Taxable
Will I owe taxes on my Social Security benefits?
Two quick answers: Maybe. And it can be complicated. But here’s how you can figure it out.