The impact of recent bank failures and tighter lending conditions on commercial real estate and CMBS.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Join Steve Weeple, Client Portfolio Manager for the Janus Henderson Global Sustainable Equity Fund, as he provides an update on the strategy and details why despite the prevailing equity market uncertainty, the long-term case for a sustainable investment approach remains firmly intact.
Join Alistair Sayer, Client Portfolio Manager for the Janus Henderson Global Multi-Strategy Fund, as he discusses the risks and opportunities emerging from the current market volatility.
2022 was a year to forget for fixed interest investors, but 2023 is shaping up very differently.
Tune into this session as Daniel Sullivan, Head of Global Natural Resources, provides an update on the Janus Henderson Global Natural Resources Fund and shares his outlook for the resources sector.
How bond investors can take advantage of higher short-term yields while still managing duration exposure.
Credit spreads have widened but with recession fears in the air what are the factors currently keeping them in check?
What happens beyond peak inflation and can central banks navigate a soft landing with their inflation ‘blinkers’ on?
Global corporate net debt fell by 0.2% on a constant-currency basis in 2021 to 2022 to $8.15 trillion.
How high yield fixed income can help to bring defensive characteristics to multi-asset portfolios in a rising rate environment.
As central banks seek to put the brakes on higher inflation, how is this affecting credit markets?