


Janus Henderson: Despite inevitable dips, markets have grown over time
Periods of market volatility and declines can lead investors to believe that the pain felt by those losses will continue indefinitely.
Janus Henderson: A diversifying opportunity: The case for small cap investing
In the evolving landscape of investment opportunities, small-cap equities stand out for their potential to enhance and diversify portfolios.
Janus Henderson: European Securitisation Regulations summary
The European securitisation sector has been recognised as a channel to finance the economy and boost Europe’s competitiveness. Portfolio Managers Ian Bettney and Denis Struc look at navigating the regulatory frameworks around investing in the market.
Janus Henderson: Evaluating the impact of European policy shifts on CLOs
As Germany embarks on boosting fiscal spending, Portfolio Managers Denis Struc and Ian Bettney take a deep dive into CLOs, how the asset class is poised to benefit, and why a robust credit approach is essential.
Janus Henderson: Fact vs Fiction: Is the CLO market too concentrated?
There’s a misconception that the CLO market is heavily skewed towards a particular sector or region, concentrating risk. Portfolio Managers Denis Struc and Ian Bettney challenge this myth and demonstrate that its composition is actually advantageous.
Janus Henderson: Changing of the guard: Bonds react to European policy shifts
Tim Winstone, fixed income portfolio manager, considers the impact on credit markets of a seismic shift in tone on defence and fiscal spending in Germany and a more subtle policy shift at the European Central Bank.