Private markets have been viewed as a source of diversification and income, but recent performance is prompting a closer look at liquidity, structure, and inflation sensitivity.
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.
IMF Spring Meetings 2026 highlighted uncertainty and a focus on potential tail risks. Stronger EM fundamentals, policy credibility and diversification stand out amid energy and political volatility.
With credit spreads at historic tights and rates moving higher, investors should focus on resilient yield, as there is limited room for price appreciation.
Bond investors need a framework to determine how to best position duration within a global portfolio during a period of conflict-driven inflation.
How geopolitics is creating tactical opportunities within the chemical sector.
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.
Key takeaways from Milken Institute’s 2026 Global Conference, with themes ranging from geopolitical realignment to the broadening set of AI beneficiaries.
In contrast to many securitized credit sectors, the U.S. Agg captures very little credit spread income relative to its duration.
Exploring why European loans may be well-structured to withstand a period of uncertainty
A more diversified, outcome‑oriented approach to fixed income designed to improve risk‑adjusted results over time.