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  • Janus Henderson: Will Chinese policy easing work?

    26.04.2018 | 12:10

    Janus Henderson: Will Chinese policy easing work?

    Satisfactory Chinese activity numbers for the first quarter / March are consistent with monetary trends in mid-2017. Subsequent monetary weakness, which continued in March, suggests a significant slowdown over the remainder of 2018.

  • Janus Henderson: Thoughts and bonds - navigating rising rates

    25.04.2018 | 12:32

    Janus Henderson: Thoughts and bonds - navigating rising rates

    ​‘Thoughts and bonds’ provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team, where they share their insights on potential investment risks and opportunities.

  • Janus Henderson: Active management key to driving returns in Asia

    25.04.2018 | 09:09

    Janus Henderson: Active management key to driving returns in Asia

    ​In this interview with Citywire Asia, Andrew Gillan, Head of Asia ex-Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the reasons for his positive view on the region as well as favoured countries and sectors.

  • Janus Henderson: UK MPC on course for risky rate hike

    24.04.2018 | 12:59

    Janus Henderson: UK MPC on course for risky rate hike

    UK labour market statistics confirm stronger wage cost pressures and suggest that the MPC will press ahead with another interest rate increase next month. The view here remains that the Committee should hold fire because of worryingly weak monetary trends.

  • Janus Henderson: Are global money trends stabilising?

    24.04.2018 | 10:40

    Janus Henderson: Are global money trends stabilising?

    A further fall in global real narrow money expansion in early 2018 suggests that a recent slowdown in economic activity will be sustained until late in the year.

  • Janus Henderson: G7 yield curve echoing monetary slowdown signal

    23.04.2018 | 12:50

    Janus Henderson: G7 yield curve echoing monetary slowdown signal

    ​The assessment here that the global economy has entered a slowdown phase likely to last through late 2018 (at least) rests primarily on weaker monetary trends since mid-2017. The slope of the G7 yield curve – another longer leading indicator with a respectable historical record – is consistent with the monetary message.

  • Janus Henderson: Why value now? - US equities view

    23.04.2018 | 10:33

    Janus Henderson: Why value now? - US equities view

    Growth has outperformed value since the market bottom in 2009, a period characterised by extremely low interest rates and sub-par economic growth. However, with the US Federal Reserve (Fed) steadily normalising monetary policy, with as many as three interest rate hikes (possibly four) likely in 2018, is the market leadership of growth stocks finally being challenged?

  • Janus Henderson: A defensive investment stance is recommended

    12.04.2018 | 09:27

    Janus Henderson: A defensive investment stance is recommended

    Money trends softened further in early 2018. It is possible that US and Chinese money data will rebound over coming months. A defensive investment stance, however, is recommended until such a recovery is confirmed, so Simon Ward, Chief Economist at Janus Henderson.

  • Janus Henderson: Where and when to go active

    11.04.2018 | 12:13

    Janus Henderson: Where and when to go active

    In part one of this two-part mini-series, Nick Watson, portfolio manager with Janus Henderson’s UK-based Multi-Asset Team, discusses the roles that both active and passive investing can play. He argues why it is crucial to consider questions of ‘where’ and ‘when’ when making allocation decisions.

  • Janus Henderson: T​​​​​​he paradoxical fear of artificial intelligence

    10.04.2018 | 12:30

    Janus Henderson: T​​​​​​he paradoxical fear of artificial intelligence

    Brad Slingerlend, co-portfolio manager on the Denver-based Janus Henderson Global Technology Strategy, highlights the paradox facing US regulators over concerns about the use of data collected and generated by online social media platforms such as Facebook.

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