US Treasury spreads are at their lowest level in more than a decade and an inverted US yield curve is typically a precursor of a recession. Given the mining sector’s sensitivity to economic growth prospects, this could be seen as a harbinger of underperformance. Tal Lomnitzer, Senior Investment Manager in the Janus Henderson Global Natural Resources Team, explains why they are not concerned.
Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, discusses the Reserve Bank of Australia’s (RBA) decision to hold rates steady.
NSCC Trades With Janus Henderson or Assistance With Commissions: 800.305.2687 option 1 – NSCC rejects option 2 – all other NSCC inquiries option 3 – all fee related inquiries DST Vision Website Financial Intermediaries and Financial Institutions that have Janus Henderson institutional accounts may view those accounts online via DST Vision. For access go to
Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s decision at its May policy meeting to keep rates steady and why the central bank’s next move could be a rate cut.
Jenna Barnard, Co-Head of Strategic Fixed Income, confesses to not all birthday gifts being a delight to receive but a book from 1892, found by chance in a second-hand book dealer, turned out to be a rare birthday present gem. Its lessons on investing are not only instructive but shine a light on the predicament facing bond investors today.
A proposal to expand Medicare and eliminate private insurance in the US pummelled healthcare stocks recently. Andy Acker, Portfolio Manager, and Rich Carney, Research Analyst on the Global Life Sciences Team, explain what it means for investors.
A proposal to expand Medicare and eliminate private insurance in the US pummelled healthcare stocks recently. Andy Acker, Portfolio Manager, and Rich Carney, Research Analyst on the Global Life Sciences Team, explain what it means for investors.
Sarah de Lagarde Global Head of Communications +44 (0) 20 7818 2861 sarah.delagarde@janushenderson.com Sarah Johnson Director of Media Relations and Corporate Communications, US +1 (303) 336 4219 sarah.johnson@janushenderson.com Nicole Mullin Director of Media Relations, EMEA & Latin America +44 (0) 20 7818 2511 nicole.mullin@janushenderson.com Jeremy Osheim Corporate Communications & Media Relations Manager, US +1 (303)
In this video update, Portfolio Manager Jeremiah Buckley says that, despite worries about a slowing economy, US companies could deliver growth a while longer.
With central bank independence seeming to be under threat, Nick Maroutsos, Co-Head of Global Bonds at Janus Henderson Investors, explains that the distinction between central banks and politics is not clear cut.