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  • Janus Henderson: Tailwind for the global natural resources sector

    15.01.2018 | 09:32

    Janus Henderson: Tailwind for the global natural resources sector

    The raids by the Chinese government on the worst polluters are having an effect. Who benefits from this knows David Whitten, head of Janus Henderson's Global Natural Resources Team.

  • Janus Henderson: Outlook from Bill Gross - "Bonds, Men, It's About Time"

    12.01.2018 | 12:20

    Janus Henderson: Outlook from Bill Gross - "Bonds, Men, It's About Time"

    Bonds, like men, are in a bear market. For both, it’s hard to say when it all began. But the bear bond market’s time has come, so Bill Gross, portfoliomanager at Janus Henderson.

  • Janus Henderson: A monetarist perspective on equity markets

    11.01.2018 | 09:12

    Janus Henderson: A monetarist perspective on equity markets

    ​2017 was a bumper year for global markets because economic growth strengthened, core consumer price inflation flatlined and the monetary environment remained accommodative despite Federal Reserve policy tightening. Prospects for 2018 are less favourable in all three respects.

  • Janus Henderson: Where next? Interpreting latest data reads

    09.01.2018 | 13:12

    Janus Henderson: Where next? Interpreting latest data reads

    In this video Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing factors dampening wage growth and other subjects such as the shape of the US yield curve and high yield valuations.

  • Janus Henderson: UK data revisions positive, money trends stable

    05.01.2018 | 14:40

    Janus Henderson: UK data revisions positive, money trends stable

    In a Christmas gift to economic optimists, the Office for National Statistics recently upgraded GDP numbers for 2016-17 while indicating that the balance of growth has been more favourable than previously reported. Current monetary trends suggest that economic expansion will remain respectable in 2018.

  • Janus Henderson: Europe – a different kind of alpha

    03.01.2018 | 12:47

    Janus Henderson: Europe – a different kind of alpha

    Adrian Banner, Intech’s Chief Executive Officer and Chief Investment Officer, discusses the advantages of an investment approach not based on fundamentals or asset allocation decisions and demonstrates how the approach has historically improved the risk-adjusted returns of a multi-manager European equity portfolio.

  • Janus Henderson: Too optimistic about 2018 Euroland growth?

    02.01.2018 | 10:57

    Janus Henderson: Too optimistic about 2018 Euroland growth?

    Euroland monetary trends have cooled. But don´t indicate economic weakness. In contrary: monetary expansion will continue and growth will remain solid.

  • Janus Henderson: Investmentausblick Von Bill Gross

    29.12.2017 | 09:50

    Janus Henderson: Investmentausblick Von Bill Gross

    Wenn die Preise von Krediten ein Niveau erreichen, auf dem ein profitabler Carry (oder zumindest ein Gewinnwachstum) bei einem annehmbaren Verhältnis von Schulden und Risiko nicht mehr möglich ist, dann gerät das System ins Stocken oder kippt sogar, meint Bill Gross, Portfoliomanager bei Janus Henderson.

  • Janus Henderson: 2018 outlook for life sciences

    28.12.2017 | 12:40

    Janus Henderson: 2018 outlook for life sciences

    Ethan Lovell, Co-Portfolio Manager of the Janus Henderson Global Life Sciences Strategy, provides his take on 2017 and discusses the outlook for his industry in the coming year. He says the regulatory environment remains favourable for new drugs and medical devices, and sees selected opportunities in disruptive biotechnologies.

  • Janus Henderson: Es gibt gute Gründe für Europa

    28.12.2017 | 09:20

    Janus Henderson: Es gibt gute Gründe für Europa

    Europa hat nach einem von Unsicherheit geprägten Jahrzehnt eine gewisse wirtschaftliche Stabilität zurückerlangt. Dies spiegelt sich jedoch noch nicht in den Kursen europäischer Aktienunternehmen wider. Nick Sheridan, Fondsmanager bei Janus Henderson, über Gewinnwachstum in Europa und was das für Anleger bedeutet.

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