Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Paul O’Connor, Head of Janus Henderson’s UK-based Multi-Asset Team, considers the current state of Brexit.
Head of Global Equity Income Ben Lofthouse discusses where he sees risks and opportunities for dividends in 2019.
Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the ongoing impasse within Parliament as MPs unsuccessfully attempt to narrow down approaches to Brexit.
Investment Manager Charlie Awdry discusses the implications of China A shares’ increased weighting in MSCI equity indices and how this is likely to attract more foreign investment in China’s equity markets.
Fund Manager Andrew Gillan discusses the recent rally in Asia ex Japan equity markets and opportunities the region may hold for long-term investors.
Bethany Payne, Portfolio Manager, Global Bonds, discusses Parliament’s vote against a “no-deal” Brexit and potential outcomes of an extension to Article 50.
Following yesterday’s defeat of the Brexit withdrawal deal, Ben Lofthouse, Head of Global Equity Income, and Simon Ward, Economic Advisor, discuss the potential for a “hard” Brexit, which Parliament votes on today.
Our latest podcast from Janus Henderson Radio: Investment Manager Charlie Awdry discusses the rapidly evolving Chinese consumer and opportunities for investors.
As Prime Minister Theresa May attempts, for the second time, to get a deal through Parliament, Portfolio Manager Bethany Payne discusses options and scenarios.
Portfolio Managers George Maris and Nick Maroutsos explain that hand-wringing over the U.S. yield curve may conceal positive signals from the corporate sector.
Despite greater net flows to non-U.S. stocks, our research shows home bias persists in advisor portfolios. One way to help diversify? Consider global REITs.
Perkins Chief Investment Officer Greg Kolb shares his equity market insights.