Thinking Europe? Think ‘big picture’ themes like AI, says European equities Portfolio Manager Tom O’Hara.
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Unloved and undervalued – but with peak interest rates seemingly behind us in this cycle, are small caps well placed to benefit? The PCS Team considers the prospects for small caps.
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
Why we believe MBS is poised for outperformance in the current environment.
The Portfolio Construction & Strategy Team discusses the importance of earnings growth in unearthing overlooked opportunities.
Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
In their mid-year outlook, the PCS Team at Janus Henderson discusses how pricing disparities between U.S. securitized and corporate bonds are creating opportunities for investors.
In their mid-year outlook, the PCS Team at Janus Henderson discusses how higher yields are creating positively skewed return opportunities for fixed income investors.
The complexity of artificial intelligence demands an active investment approach to effectively identify opportunities and offer genuine market exposure to investors.
What are commercial mortgage-backed securities, and how might they play a role in investors’ portfolios?
What are agency mortgage-backed securities, and how might they play a role in investors’ portfolios?