Our overweight to credit spread risk and underweight to interest rate risk drove outperformance versus the benchmark, despite some security selection drag. We see attractive yields in short-term fixed income, supported by a resilient U.S. economy and the Fed's initiation of its rate-cutting cycle. We favor overweighting credit spread and duration risk, focusing on sectors with cheaper relative valuations like CLOs and ABS over corporates.
Jeremiah Buckley, Janus Henderson Equities portfolio manager, joins CNBC's 'Squawk on the Street' to discuss outlooks on tech, travel, and more.
Janus Henderson Group plc (NYSE:JHG ) Q1 2025 Earnings Conference Call May 1, 2025 9:00 AM ET Company Participants Ali Dibadj - CEO Roger Thompson - CFO Conference Call Participants Ken Worthington - JPMorgan Bill Katz - TD Cowen Craig Siegenthaler - Bank of America Annalei Davis - Morgan Stanley John Dunn - Evercore ISI Operator Good morning. My name is Lucy, and I will be your conference facilitator today.
![]() JHG In 1 month Estimated | Quarterly | $0.4 Per Share |
![]() JHG 1 month ago Paid | Quarterly | $0.4 Per Share |
![]() JHG 4 months ago Paid | Quarterly | $0.39 Per Share |
![]() JHG 6 months ago Paid | Quarterly | $0.39 Per Share |
![]() JHG 7 months ago Paid | Quarterly | $0.39 Per Share |
![]() JHG 10 months ago Paid | Quarterly | $0.39 Per Share |
30 Jul 2025 (In 1 month) Date | | - Cons. EPS | - EPS |
30 Apr 2025 Date | | - Cons. EPS | - EPS |
1 Feb 2025 Date | | 0.73 Cons. EPS | 1.07 EPS |
31 Oct 2024 Date | | 0.78 Cons. EPS | 0.91 EPS |
23 Oct 2024 Date | | 0.75 Cons. EPS | - EPS |
![]() JHG In 1 month Estimated | Quarterly | $0.4 Per Share |
![]() JHG 1 month ago Paid | Quarterly | $0.4 Per Share |
![]() JHG 4 months ago Paid | Quarterly | $0.39 Per Share |
![]() JHG 6 months ago Paid | Quarterly | $0.39 Per Share |
![]() JHG 7 months ago Paid | Quarterly | $0.39 Per Share |
![]() JHG 10 months ago Paid | Quarterly | $0.39 Per Share |
30 Jul 2025 (In 1 month) Date | | - Cons. EPS | - EPS |
30 Apr 2025 Date | | - Cons. EPS | - EPS |
1 Feb 2025 Date | | 0.73 Cons. EPS | 1.07 EPS |
31 Oct 2024 Date | | 0.78 Cons. EPS | 0.91 EPS |
23 Oct 2024 Date | | 0.75 Cons. EPS | - EPS |
Asset Management Industry | Financial Services Sector | Mr. Ali Dibadj J.D. CEO | LSE Exchange | JE00BYPZJM29 ISIN |
GB Country | 2,308 Employees | 11 Feb 2025 Last Dividend | 30 May 2017 Last Split | 26 Jun 2000 IPO Date |
Janus Henderson Group plc operates as an asset management holding company, recognized for its comprehensive investment services tailored to both institutional and retail clients, alongside high net worth individuals. Founded in 1934 and headquartered in London, United Kingdom, the firm has grown to establish a global presence, including offices in Jersey, United Kingdom, and Sydney, Australia. Janus Henderson specializes in managing a variety of investment portfolios, focusing on equity and fixed-income assets, demonstrating its versatility and expertise in the financial markets.
Client-Focused Equity and Fixed Income Portfolios: Janus Henderson excels in creating and managing dedicated equity and fixed income portfolios tailored to meet the specific needs and objectives of its clients. By doing so, the firm ensures that investments are aligned with individual goals, risk tolerance, and time horizons.
Equity, Fixed Income, and Balanced Mutual Funds: The firm offers a diversified range of mutual funds covering equity, fixed income, and balanced funds. These funds are designed to cater to various investor profiles, enabling clients to invest in a mix of assets that balance risk and return effectively.
Investments in Public Equity and Fixed Income Markets: Janus Henderson's investment strategy includes rigorous analysis and selection of securities within the public equity and fixed income markets. Through this approach, the firm seeks to capitalize on market opportunities and generate robust returns for its clients.
Real Estate and Private Equity Investments: Beyond traditional market investments, Janus Henderson also ventures into real estate and private equity, offering clients access to alternative investment opportunities. These investments can provide diversification benefits and potential for significant returns, albeit with higher risk.