What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
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.
The ‘politicisation’ of central banks is more than just an awkward word to pronounce. It reflects a growing political pressure on central banks caused by an evolving macroeconomic and political backdrop. At a recent dinner attended by policy experts, we discussed the changes that have taken place and how this might affect fixed income markets.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
Richard Bernstein explains why it may prove prudent not to follow the risk-taking herd.
With credit spreads at historic tights and rates moving higher, investors should focus on resilient yield, as there is limited room for price appreciation.
Current trends, risks, and opportunities for investors within the office real estate market.
Tom Ross and Tim Winstone, fixed income portfolio managers at Janus Henderson, reflect on why corporate bond markets are resilient in the face of geopolitical tensions.
Private credit managers should prioritize liquidity management, diversification, and transparency to better suit a broader investor base.
A more diversified, outcome‑oriented approach to fixed income designed to improve risk‑adjusted results over time.
Capital markets are expanding beyond traditional benchmarks as tokenization and AI unlock new opportunities.
Securitised credit has navigated recent market volatility with resilience. We explore the role of diversification, floating rate exposure and active management in today’s environment.