Janus Henderson Investors - Harvest

Janus Henderson Investors

As a leading global manager, Janus Henderson offers actively managed solutions to meet diverse investment goals and seeks to deliver exceptional service to our clients.

Firm at a glance Overview Insights

Firm at a Glance

FIRM TYPE

Asset Manager

LOCATION

Denver, CO

WEBSITE

Overview

Our Commitment: Deliver better client outcomes through actively managed investment solutions.

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Central Bank Balance Sheets: What Is “Normal”?

In a post quantitative-easing (QE) world, central bank balance sheets in many countries have expanded to extreme levels, with little hope of their size shrinking back to levels that prevailed before the financial crisis. Many commentators have ...

Sep 23, 2019

Active versus Passive in Retirement Plan Menus: Avoiding a Black-and-White Mindset

Retirement Director Ben Rizzuto explains why he believes it may be time for plan sponsors to review their plan menus and consider whether participants might benefit from having expanded choice within certain asset classes. Key Takeaways Plan sponsors ...

Sep 19, 2019

Fed Leaves Market with Cliffhanger

The Federal Reserve lowered its benchmark rate at its September meeting, but is divided about whether further cuts will be needed this year. Co-Head of Global Bonds Nick Maroutsos says the stance creates uncertainty for investors and ignores ...

Sep 18, 2019

Catching Falling Angels: Finding Opportunities in Crossover Credit

A growing segment of BBB rated securities are priced to fall into the high-yield market. In our view, this trend could create opportunities for investors who are willing to look across both the ratings spectrum and credit sectors, say Portfolio ...

Sep 17, 2019

Challenging Environment Calls for Defensive Approach in Equities

Portfolio Manager Justin Tugman says slowing growth and rising multiples are making for a difficult investment environment. In his opinion, equities remain attractive, but investors should consider a defensive approach. Key Takeaways The current ...

Sep 17, 2019

Lower Rates Create Opportunities in Today’s Mortgage Market

While mortgages have underperformed U.S. Treasuries year to date, lower rates have sparked a refinancing wave that is creating tailwinds in the housing market. Portfolio Manager Nick Childs explains why we believe active management is key to ...

Sep 16, 2019

ECB: Super Mario Bros. 2 (Kitchen Sink Edition)

Andrew Mulliner, CFA, a Global Bonds Portfolio Manager, reflects on the European Central Bank’s decision to cut rates and bring back quantitative easing. Key Takeaways This week, the European Central Bank (ECB) revived its bond-buying program and, in ...

Sep 13, 2019

Advisors Need to Bring Clients’ Kids into the Conversation

Parents are looking for guidance on how to talk to their children about money. Retirement Director Ben Rizzuto explains how advisors can address this need while establishing themselves as the family’s primary wealth manager – all without putting ...

Sep 11, 2019

Taking a Balanced Approach to Investing in Cancer Therapy

As immunotherapies are being developed to address some of the most common types of cancers globally, a number of biotechs are focused on delivering targeted therapies for smaller subsets of the disease. Both approaches are worthy of investors’ ...

Sep 10, 2019

Widen Your Competitive Advantage by Narrowing Your Niche

By narrowing your niche, you can widen your competitive advantage, says Dr. John L. Evans Jr. How to do it? Start by identifying what we call your Unique Business Tranche. Shaking off complacency takes courage and creativity, often with the rewards ...

Sep 09, 2019

Reprogram Your Bad Tech Habits

Banish multitasking and procrastination by establishing positive smartphone habits. Dr. John L. Evans Jr. shares how to maintain a deep focus on what matters. Smartphones seem like they were created to waste time through multitasking and lack of ...

Sep 06, 2019

Don’t Let the Trade Wars Detract from Asia’s Structural Growth Story

Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the reasons why investors should be less preoccupied by the machinations of the trade war and instead focus on Asia’s long-term structural growth ...

Sep 05, 2019

Companies Continue to Raise Dividends

Despite worries of an economic slowdown, dividends hit a new record during the second quarter, according to the Janus Henderson Global Dividend Index , a quarterly measure of payouts from the 1,200 largest firms. Ben Lofthouse, Head of Global Equity ...

Sep 04, 2019

The Importance of Being Active: Why Passive Exposure in High Yield Is Not Enough

The U.S. high-yield market’s modest return last month obscured significant divergence of returns within the index. Portfolio Managers Seth Meyer and Brent Olson discuss why this dispersion demonstrates that opportunities exist in high yield, and why ...

Sep 04, 2019

When Fixed Income Diversification Becomes “Diworsification”

The proliferation of new income investment solutions since the Global Financial Crisis is stretching the risk boundaries of traditional fixed income asset classes by utilizing increasingly complex instruments. Our Portfolio Construction and Strategy ...

Sep 03, 2019

When Stress is Critical for Success

Guest blogger Dr. Heidi Hanna and Dr. John L. Evans Jr. explain why stress is often misunderstood – and necessary, to a certain extent. Have you ever observed Mikhail Baryshnikov’s feet? You can say a lot of things about the great ballet dancer’s ...

Aug 30, 2019

Growth Slowing, but Precipitous Drop Unlikely

Although the current economic expansion is aging (bringing us nearer to a recession) leading indicators do not indicate a sharp contraction. What does that mean for equity investors? Director of Research Carmel Wellso explains. Key Takeaways So far, ...

Aug 29, 2019

Inverted Yield Curve Signals Caution, Even if Recession Remains Distant

Head of U.S. Securitized Products John Kerschner and Co-Head of Global Credit Research John Lloyd discuss the inverted yield curve and its implications for bond investors. Key Takeaways While recessions have historically been preceded by an inverted ...

Aug 28, 2019

Trade Wars, ESG and Demographics in China

In this Q&A, May Ling Wee, a Portfolio Manager for the Chinese Equities strategy, responds to key concerns for investors in China, including the impact of trade friction; environmental, social and governance (ESG) factors; and demographic issues. ...

Aug 27, 2019

Don’t Discount a 2020 Rebound

After being overly optimistic in their 2019 outlooks, many economists are now warning of an impending recession starting next year. However, economist Simon Ward explains why he believes that certain key signs point to a possible recovery in the ...

Aug 23, 2019

Summertime Limbo – How Low Can Yields Go?

Guy Barnard and Tim Gibson, Co-Heads of the Janus Henderson Global Property Equities Team, discuss the implications of negative-yielding bonds on listed property stocks and highlight the importance of active management in this environment. Key ...

Aug 22, 2019

Let Others’ Mistakes Be Your Opportunity

Perkins Chief Investment Officer Gregory Kolb suggests that the gap between growth and value stocks may be the result of investors’ cognitive dissonance about which type of equities are likely to outperform in a recession. Key Takeaways Growth stocks ...

Aug 21, 2019

Inflation Risks in a Distracted Market

The U.S. inflation rate has remained stubbornly low. Still, Ashwin Alankar, Head of Global Asset Allocation, says a combination of factors is helping set the stage for a potential inflationary shock. Key Takeaways Worries about a stalling global ...

Aug 20, 2019

Attaching a Price to Bond Market Liquidity

Portfolio Manager John Fujiwara and Research Analyst Lucy Holden discuss how low yields and volatile markets reinforce the risk premium commanded to provide bond market liquidity. Key Takeaways The calendar of U.S. government bond auctions is packed ...

Aug 19, 2019

Learning from Argentina: The Importance of Balance in Bond Portfolios

The sudden rise of populist presidential candidate Alberto Fernández shook the Argentine markets and raised alarm bells among global bond investors. Portfolio Manager Seth Meyer discusses the lessons this volatility raises for bond investors, ...

Aug 15, 2019

Finance as a People Business

Sponsored by Diamond Hill

Henry Song joins the Fifty Faces podcast to share his career path, market perspectives and views on bringing diversity of thought to the investment world. (35 min listen)

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