There are 194 item(s) tagged with the keyword "Janus Henderson".
Displaying: 1 - 10 of 194
What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight? In his June insight, Richard Bernstein, Global Head of Macro & Customized Investing, makes the case that the market may already be penalizing U.S. fiscal excess, not through a dramatic collapse, but through a slow burn with real consequences for investors and the broader economy.
Alex Veroude, Head of Fixed Income, looks at how the breadth of fixed income markets can help balance risks and opportunities and explains why he believes a sense of perspective can help cut through market noise.
Looking ahead to the next six months, Richard Bernstein, Global Head of Macro & Customized Investing, explains why it may prove prudent not to follow the risk-taking herd.
Portfolio Managers Andy Acker and Dan Lyons discuss how resilient fundamentals and continued innovation are shaping a constructive backdrop for the healthcare sector in the second half of 2026.
As the reform of European Union (EU) securitisation rules enters the final stages of negotiations, Ian Bettney, Portfolio Manager, and Nathan Fox, Head of Public Affairs, assess what is on the table and determine whether the reforms can unlock the market’s full potential.
The London-based Securitised Team travelled to Barcelona to attend the Global ABS conference, where meetings with issuers and market participants reinforced that fundamentals remain resilient, but tighter valuations demand selectivity across securitised markets.
Global Head of Securitized Products John Kerschner discusses how macroeconomic themes are impacting securitized markets and where he sees opportunities in his 2026 outlook.
From underdogs to potential frontrunners: Portfolio Manager Nick Sheridan explores why he believes small caps are ready for a resurgence in 2026.
Portfolio Manager Ian Bettney highlights how regulatory alignment and global issuance trends are unlocking new opportunities for European securitised investors, enabling them to globalise portfolios, capture relative value and strengthen resilience as we head into 2026.
Portfolio Manager Luke Newman discusses why he believes absolute return strategies are set to play a pivotal role in 2026, offering diversification and resilience to offset uncertainty and evolving market dynamics.
Displaying: 1 - 10 of 194