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  • Janus Henderson: Investment Outlook from Bill Gross: Curveball

    21.07.2017 | 08:59

    Janus Henderson: Investment Outlook from Bill Gross: Curveball

    Over the past 25 years, the three U.S. recessions in 1991, 2000, and 2007-2009 coincided nicely with a flat yield curve between three-month Treasury Bills and 10-year Treasuries. Since the current spread of 80 basis points is far from the “triggering” spread of 0, economists and some Fed officials as well, believe a recession can be nowhere in sight.

  • Janus Henderson: UK inflation - temporary reprieve

    20.07.2017 | 08:30

    Janus Henderson: UK inflation - temporary reprieve

    UK CPI inflation surprised on the upside in May and on the downside in June. The “big picture” is that it is above the MPC’s forecast and will probably still reach 3.0% later in 2017, despite lower-than-expected energy prices.

  • Janus Henderson: Life Sciences view: headlines mask reality within health care

    19.07.2017 | 13:25

    Janus Henderson: Life Sciences view: headlines mask reality within health care

    With revisions to the path of US health care reform expected imminently, Andy Acker and Ethan Lovell, portfolio managers within the Janus Henderson Global Life Sciences Team, outline why they believe opportunities remain within the US health care sector.

  • Janus Henderson: India - country at a crossroads

    19.07.2017 | 08:44

    Janus Henderson: India - country at a crossroads

    Following a recent research trip to India, Sat Duhra, Co-Manager of the Asian Dividend Income Strategy with Mike Kerley, shares his thoughts on the key challenges currently facing the world’s most populous democracy.

  • Janus Henderson: Chinese money trends still expansionary

    18.07.2017 | 14:01

    Janus Henderson: Chinese money trends still expansionary

    A fall in Chinese money growth since late 2016 has been reflected in an easing of inflationary pressures rather than a loss of economic momentum. Current monetary trends are judged here to remain consistent with respectable economic expansion, while the PBoC has started to reverse recent policy tightening, which may prevent a further slowdown.

  • Janus Henderson: ​Yellen’s dovish tone rallies markets

    18.07.2017 | 10:27

    Janus Henderson: ​Yellen’s dovish tone rallies markets

    Nick Maroutsos, Janus Henderson Fixed Income Portfolio Manager, assesses the latest from the US Federal Reserve (Fed).

  • Janus Henderson: Is Europe just joining the party?

    17.07.2017 | 13:39

    Janus Henderson: Is Europe just joining the party?

    For international investors who see Europe as a highly taxed retirement home, the first half of 2017 has been a surprise. In a period of strong improvements from many equity markets, some of the best returns have come from Europe (with the MSCI Europe Index up 13.1% for the six-month period, in US dollar terms). Of course, Europe has not solved all its long-standing problems, such as low growth, an ageing population, high regulation and taxes and complex labour codes.

  • Janus Henderson: US ISM strength: signal or "head fake"?

    17.07.2017 | 12:48

    Janus Henderson: US ISM strength: signal or "head fake"?

    Last week the US ISM manufacturing purchasing managers' index rose to a new 34-month high. What are the implications for the markets?

  • Janus Henderson: UK labour market strength adds to pressure on MPC

    17.07.2017 | 10:01

    Janus Henderson: UK labour market strength adds to pressure on MPC

    The UK labour market tightened further last quarter, consistent with the view here that the economy has retained momentum and strengthening the case for a “pre-emptive” rise in interest rates, despite continued subdued pay growth.

  • Janus Henderson: Headlines mask Reality within Healthcare

    14.07.2017 | 10:03

    Janus Henderson: Headlines mask Reality within Healthcare

    With revisions to the path of US health care reform expected imminently, Andy Acker and Ethan Lovell, portfolio managers within the Janus Henderson Global Life Sciences Team, outline why they believe opportunities remain within the US health care sector.

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