Janus Henderson Investors
@JHIAdvisors
Followers
23K
Following
65
Media
1K
Statuses
5K
We’re a global asset manager dedicated to investing in a #BrighterFutureTogether for our clients. Important disclosures: https://t.co/O9rmz5GEbD
Joined October 2008
This channel is no longer active. Please visit our LinkedIn page for all our latest updates!.
2
0
3
Advisors: Familiar with the myths, misconceptions and blind spots of global investing? Register now:
13
56
456
Gross: Global yields lowest in 500 years of recorded history. $10 trillion of neg. rate bonds. This is a supernova that will explode one day.
44
615
459
Global #dividends rose 9.3% to a record $1.37 trillion, equivalent to core underlying growth of 8.5%, the best performance since 2015. Read more in the latest Janus Henderson Global Dividend Index.
5
92
349
Drones are quickly expanding beyond their traditional strongholds of the hobbyist and the military, with new applications creating a beneficial environment for component suppliers. Learn more about the potential for long-term growth in the sector.
18
96
306
While the recent tear in the stock market has helped many 401(k) balances go up, Ben Rizzuto discusses the reality that millions of Americans still don’t have retirement savings plans in our latest Plan Talk podcast.
19
86
298
Disruption is creating compelling investment opportunities for those who know where to look. Learn how to harness the power of #disruption in your portfolio.
7
53
279
Global #dividends jumped to a record $244.7 billion in Q1, according to the latest Janus Henderson Global Dividend Index.
15
56
241
Technology is penetrating every part of the global economy, driven by powerful trends: cloud computing, mobility, the Internet of Things and artificial intelligence. Read more about how #technology disruption is creating opportunities for investors.
7
61
214
Exclusive Live Broadcast: CNBC's Brian Sullivan interviews top Janus Henderson experts. Register here:
6
17
193
Recent investments by #tech and media companies indicate a shift toward vertically integrated content-creation and distribution models. Read about the rationale behind tech giants moving into media’s traditional realm of content creation and distribution.
2
34
179
On the right side of the digital divide? Learn where our experts see opportunities in #technology in our latest Market GPS outlook.
5
33
171
Are you up to date on the latest in defined contribution? Read our quarterly DC in Review for news and insights that could impact plans or plan participants.
5
26
149
FDA drug approvals are on the rise. Janus experts discuss in #JanusStraightTalk
http://t.co/x0shNWnKrM
http://t.co/IvJ5BIKUna.
29
106
150
Disruption is creating compelling investment opportunities for those who know where to look. Learn how to harness the power of #disruption in your portfolio.
6
21
126
Did you know you can subscribe to our quarterly Defined Contribution in Review? View our subscription options here:
6
24
116
You're invited: CNBC's Brian Sullivan interviews Janus Henderson experts live. Register here:
4
13
98
Gross: German 10yr Bunds = The short of a lifetime. Better than the pound in 1993. Only question is Timing / ECB QE.
17
213
112
The digitization of the global economy is changing business models everywhere. Our experts discuss where they see the greatest opportunities in technological innovations and disruptions in our Market GPS outlook.
5
24
99
The creation of a new Communication Services sector could provide a further tailwind for tech stocks as generalist mutual funds gain a potential opportunity to allocate more capital to the space. Portfolio Manager Denny Fish discusses.
3
18
88
Gross: Bond bear market confirmed today. 25 year long-term trendlines broken in 5yr and 10yr maturity Treasuries.
10
101
102
Investors must be aware of the influence currencies have on portfolios & corporate results. http://t.co/u2WVPLXlb5
http://t.co/AtXPr2uIdB.
8
55
90
Learn why a straightforward income strategy may make sense for investors now.
3
14
82
Global dividends jumped 12.9% year-on-year in the second quarter, comfortably hitting a new record, according to the Janus Henderson Global Dividend Index. Read more in our quarterly long-term study into global dividend trends.
0
16
80
Gross: Valeant biz model was based on leverage and fincl. engineering. At the extreme it mirrors global monetary policy and their economies.
10
91
92
Sluggish global economy has ushered in an era of change for some countries. #JanusStraightTalk
http://t.co/KEhIHiJs3x
http://t.co/kV0yc2YP4v.
10
41
85
How can companies leverage the disruptive nature of #blockchains to gain efficiencies? Research analysts Ian McDonald and Tom Delong discuss.
5
7
78
Suppliers of commodity goods are in a position to exert pricing power after stripping out capacity and excess costs in the decade since the Great Financial Crisis.
6
16
75
Gross: China proposing debt for equity swaps to lower total leverage. We call that "default.".
7
70
75
Gross: Fed hikes rates when wages rise but not when asset prices bubble. Which Street do they work on - Main or Wall?.
7
72
72
Gross: Low yields reflect and enforce deflationary economy. 1.2% growth for past 12 months. Fed is clueless.
7
84
74
Gross: Bankers want regulation reduced to increase leverage, 8 yrs after too-much-leverage almost sunk the country. Incredible!.
7
70
66
Gross: Better chance of Fed hike tomorrow than market expects. 50/50 in my opinion . .
18
86
71
With #income in ever greater demand, some income strategies are becoming overly complex. We offer a straightforward approach. Simplify your portfolio with our income solutions.
2
11
64
JanusMarketGPS: India may provide the brightest spot among emerging markets.
7
26
63
Bond markets will likely be dominated by interest rate divergence across developed economies over the next few years, says Jenna Barnard, Co-Head of Strategic Fixed Income. Watch her latest outlook.
2
7
63
There’s no shortage of question marks that could spark volatility ahead. #JanusStraightTalk
http://t.co/NfM246HsGc
http://t.co/wWk7sRoFdl.
5
17
55
Gross: Reverse head & shoulders (yields) in all global bond markets. Necklines being broken by the hour. Bearish.
9
96
54
Taking on new business from a retiring colleague is tempting, but may not necessarily be the right decision. Dr. John L. Evans, Jr. shares tips on what to consider.
2
10
49
Gross: China heralds "debt to equity swaps" for levered corporate borrowers. In the U.S. we call that "bankruptcy".
1
40
54
Advisors: Are you facing a challenge determining your #succession plan? Our proprietary survey with @fpassociation reveals why so many financial #advisors are failing to plan their legacy-- and how you can take control of your future.
0
5
48
Gross: Stocks back up but shouldn't bonds have rallied? Watch Japan and German Bunds tonight.
7
39
52
Gross: All global financial markets are a shell game now. Artificial prices, artificial manipulation. Where's the real pea (price)?.
5
60
51
Despite some market surprises so far in 2018, the investment professionals at Janus Henderson see opportunities ahead. Read our Midyear Market GPS outlook for their perspectives.
0
14
46
A populist backlash may lead countries other than UK to review their relationships with EU:
1
26
48
Disruption is rippling through the global economy, and the pace of change is accelerating. Learn more about how such dramatic change is being felt across industries and geographies, and potentially shaping long-term portfolio performance.
0
4
46
We do not believe recent volatility trends represent a “new normal.” Read our perspectives on how to make sense of market volatility in 2018.
2
11
42
Gross: Low / negative interest rates impair historic business models - banks, insurance, pensions.
2
37
36
Gross: As predicted weeks ago bonds are now in a bear market. You should expect, however, for only gradual increases in 10yr yields from here. Perhaps 2.90% by year-end 2018. Much depends on inflation, not GDP growth.
4
33
46
Which companies are driving today’s digital disruption, and which ones fall short? Portfolio Manager Doug Rao explores who lands on what side of the divide in our blog.
0
13
40
#PokémonGo's impact goes beyond the gaming industry. Hear our experts discuss in our latest Insights in Action video.
1
16
42
Gross: Janet "Phillips Curve / Taylor Rule" Yellen just doesn't get it. Global economy is deflating not inflating.
7
53
41
Gross: Professors Yellen / Draghi are teaching from a 50 yr. old textbook outdated by zero-bound yield dynamics. Woe? Whoa!.
1
47
39
Asia Pacific (ex-Japan) was the only region to see falling #dividends in the first quarter- learn why in the latest Janus Henderson Global Dividend Index.
0
12
40
An aging bull market and a 10-year economic expansion have many wondering how much longer can this rally continue. Nobel Laureate Dr. Myron Scholes and Dr. Ashwin Alankar share their outlook in our 2018 Market GPS:
1
12
38
Can you guess the three most common concerns #advisors have about handing over their business to a successor when they retire?
4
6
40
Carmel Wellso discusses the impact of delayed demand for many products in Europe w/ @SullyCNBC. Watch: http://t.co/g2RHpmPomH.
2
11
36
Gross: Tomorrow's ECB decision will be last gasp for global negative interest rate policies.
3
45
38
Gross: What yield on 10yr Treasuries slows the economy and corporate profits? Most media observers have no clue, nor really do central bankers. I observe, however, that higher yields impact a levered economy more quickly. I suspect a 3% 10yr yield would begin to do so.
2
23
41
Mandatory auto-enrollment in the UK has been a huge success. Could the U.S. adopt these practices to help address concerns about adequate savings? Read more in our Defined Contribution in Review.
4
16
36
Gross: In the midst of global deflation, the Fed fears inflation and higher wages. Bet against them.
6
48
34
Our experts share their expectations for the remainder of 2018 in our Midyear #MarketGPS outlook. Read more:
1
5
35
Gross: Example of Global Monetary Lunacy: If 30yr Japan Govt. Bond goes from .33% to .34% it wipes out an entire year's income.
1
35
37
Gross: (1 of 5) Investor delusions that one day will be exposed to fresh air: #1) China is growing at 6% / yr;.
3
38
35
Gross: Slow march to 3% 10yr continues but it will be slow. Higher volatility in markets present opportunity to earn higher returns by selling volatility not cash bonds.
0
27
37
First quarter records were broken in one in four of the Janus Henderson Global Dividend Index’s 41 countries. Read our analysis.
0
4
33
Gross: German Bund "Short of a lifetime" update - it's happening. Up next - China Shenzhen index. Not just yet . .
4
56
33
Gross: Hedgees are trying to break the Bank of England . uh, I mean the Bank of China. It's 2016, not 1992.
2
41
34
Gross: 10yr heading to 3%. Market is pricing in only 2 hikes over the next year. If Fed affirms more today, then global bonds sell off.
4
30
29
Gross: Pride and an ignorance of economics goeth before a fall. Reparations and austerity for Greece will cost the EU big-time.
5
60
30
While we expect strength in corporate fundamentals to continue, merger and acquisition activity, rich valuations and rising #rates amid the later stages of the credit cycle warrant a cautious outlook on corporate credit.
0
6
27
Gross: If Brexit approved it will take several years to accomplish. Danger, however, is that others may get the itch - France, Finland.
3
28
33
Midway through 2018, our experts outline trends that continue to influence global markets and explore key opportunities and risks that will shape the remainder of the year #MarketGPS
0
6
30
Gross: HY Fund closes exit doors. Who will get in if you can't get out? Risk off.
2
45
30
Bill Gross’ latest Investment Outlook, “Happiness Runs,” is now available.
1
35
30
Bill Gross’ latest Investment Outlook, “Show Me The Money,” is now available.
3
25
30
Gross: Central Bank monetary policy is a Valeant carbon copy: Raise asset prices without creating any economic value.
2
22
28
Gross: Budget double-talk / fake facts. "Taxpayer first" budget is a Sheriff of Nottingham budget. Reverse Robin Hood.
2
25
29
Gross: Rate hike in Sept. Financial conditions not economic conditions a priority. That means they begin to normalize despite data.
3
66
28
Bill Gross’ latest Investment Outlook – “It’s a Xanax World” – is now available.
5
31
30
Gross: (2 of 5) #2) Central bank historical models are reliable, Negative yields will work;.
1
29
29
Bill Gross’ latest Investment Outlook, “Populism Takes a Wrong Turn,” is now available.
5
36
28
Gross: ECB Taper Tantrum underway. Bearish for Global bonds.
2
37
28
Gross: China vows to "look after" stock market investors. All central banks do. Jerry-rigged markets are dangerous markets.
4
20
24
Gross: So the Fed sort of gets it. Low rates destroy business models and sap economic potential.
2
31
27
Gross: US 30yr Tsy now the focus as oil price keeps going up. 3.23% technical cap currently breached on an intraday basis.
0
35
26
Gross: Fed follows markets, not reverse. Expect hints for June hike but "data dependent", ie "market dependent.".
2
31
29
#JanusMarketGPS: Less accommodative policy in U.S. does not reflect an “all clear” globally.
0
22
26
Gross: Populists storm The City's gates. One person/one vote displaces one Pound/one vote as the new UK mantra. There will be others.
2
20
24
Gross: Fed minutes suggest 3-4 hikes next 12 months. Forward Eurodollar markets say 2. Much depends on inflation and willingness to tolerate 2%+ annual rates. I agree with the market though. 1-2 hikes max or else recession ahead.
3
33
28
#JanusMarketGPS: Discovery, innovation & “disruption” leading to rapid growth opportunities.
1
13
26
Gross: (1 of 3) Simple Math: Bond (and stock) investors cannot make much money when money yields nothing. Alternative strategies required:.
0
21
26
Bill Gross' latest Investment Outlook, "Curveball," is now available.
0
17
28
Bill Gross’ latest Investment Outlook – “Increasingly Addled” – is now available.
2
28
27
Advisors: You’re invited to our upcoming seminar with Retirement Specialist Ben Rizzuto, where we will discuss the our latest Defined Contribution in Review. Register today:
2
4
20
Gross: Fed talking tough - reluctant to imply a PUT. Their models are old fashioned - employment dominated. Too bad for markets.
0
27
22