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Janus Hendersons portfolio managers explain the themes they believe could dominate markets in the months ahead.
Free from benchmark constraints, the focus is on positive risk-adjusted returns over cash across various market cycles
The ability to go long or short duration to mitigate interest rate risk
Access to a wider range of return sources and risk management focus means returns can be less dependent on the overall direction of the markets
Why us?A proven approach to pursuing consistent returns from active fixed income with low volatility.
Conservative risk approach with low volatility target 1.5% p.a.
Use of derivatives to implement defensive positioning and manage downside risk
Focus on generating a steady income stream through investing in shorter maturity investment grade securities
Wider investment opportunity set ensures returns are globally diversified
Low correlation historically to traditional equity and fixed income assets
Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. Positive returns, preservation of capital and low volatility are not guaranteed. Using derivatives may involve a higher level of risk.
Discover our strategy by hearing directly from the Portfolio Managers.
Without benchmark constraints, the strategy is free to invest across global fixed income markets, giving the portfolio managers the latitude to:
Avoid areas of the market where they see greater downside risk
Make what they believe to be the best investment decisions on behalf of investors
These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them. Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested. The information in this video does not qualify as an investment recommendation.
Central banks were supposed to be returning towards normal monetary policy yet the economy and markets seem to have other ideas. In the space of a few months, nearly all the worlds major central banks have backtracked on their tightening rhetoric. The Absolute Return Income team at Janus Henderson had flagged this sea-change earlier this year, and in this webcast, portfolio manager Dan Siluk shares his views on what the future holds for fixed income and how the team navigates these conflicting signals. Areas covered include:
An assessment of the macroeconomic environment for fixed income
Where they see value on the yield curve and between markets
An update on key developments within the portfolio
March 21 2019, 2:00pm UK time / 3:00pm CET European time 40 mins
Markets have been volatile over the past year as deteriorating economic data, trade tensions and shifting central bank rhetoric have caused asset prices and yields to fluctuate. Following the launch of two new funds that pursue the Janus Henderson Absolute Return Income strategy, portfolio manager Nick Maroutsos looks at how investors can navigate this environment and chart a potentially less volatile path with their fixed income investments. Areas covered include:
An assessment of the macroeconomic environment for fixed income
Exploiting differences in monetary policy regimes globally
Techniques to generate income and manage volatility
Smooth operator seeking a less volatile path in fixed income
November 27 2018, 9:00am UK time / 10:00am CET European time 60 mins
The gradual removal of monetary policy accommodation by central banks is removing a price-insensitive buyer from the market and leading to reduced liquidity. Tighter monetary policy is also pushing up shorter-dated bond yields and leading to a reassessment of value on the yield curve. In this webcast, Nick Maroutsos looks at how investors can navigate the new environment for fixed income and chart a potentially less volatile path with their investments.
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