Global Perspectives

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

Janus Henderson Corporate Debt Index

The Corporate Debt Index is the first edition in a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.

Equity Perspectives

Quarterly insight from our Equity team to help clients navigate the markets and opportunities ahead.

Global Snapshot

The Janus Henderson Global Snapshot explores the themes driving markets, the trends to watch, market returns and metrics, and the Multi-Asset Team’s outlook for regions and sectors at quarter end.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

Risks and opportunities in Agency MBS

Risks and opportunities in Agency MBS

​A number of factors are set to influence agency mortgage-backed securities (MBS) in 2019. John Kerschner, Head of US Securitized Products, discusses the market dynamics and the risks and opportunities on the horizon.

Themes in focus

Themes in focus

Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.

Quick view: hard to see a straight path to a final Brexit deal
Quick Views

Quick view: hard to see a straight path to a final Brexit deal

In an historic defeat for the UK government, the Prime Minister’s Brexit deal was rejected by a margin of 432 to 202 on 15 January 2019. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the outcome of the vote.

The politics of rising rates

The politics of rising rates

Nick Maroutsos, Co-Head of Global Bonds, looks at the factors that are driving the credit cycle. He also explains why he believes the US Federal Reserve will want to avoid moving interest rates into restrictive territory and the strategies that can be adopted when investing in a rising rate environment.

BBB securities: a reach for yield with long-term repercussions?

BBB securities: a reach for yield with long-term repercussions?

As investors seek higher returns following a long period of very low rates, issuers are taking advantage by issuing longer-term debt for lower-rated securities, notably in the BBB sector. In this video, Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England discuss the risks presented by a large influx of BBB-rated securities.

Going global for income generation

Going global for income generation

Nick Maroutsos, Co-Head of Global Bonds, explains why – despite the Federal Reserve’s history of dovishness – higher interest rates are likely to stay in the US. He suggests bond investors need to react accordingly, potentially looking globally for the most attractive risk-adjusted income opportunities.

Why short duration now

Why short duration now

Members of the Janus Henderson Global Bonds Team explain why the return of positive real interest rates comes at a welcome time.

Active and passive investing – all in the blend
Mega Trends

Active and passive investing – all in the blend

Janus Henderson Co-CEO Dick Weil talks to Bloomberg TV about the benefits of combining an active and passive approach to investing. He also provides his view on the risk of crowded trades, the scope for interest rate rises, and taking advantage of growth in the Chinese market.

Essentials: the Emerging Market Credit Strategy in three minutes

Steve Drew, Head of Emerging Market Credit, introduces his strategy, highlighting the investment approach and philosophy, differentiators of the team’s investment style and why investors should consider an actively managed approach to investing in emerging market corporate bonds.

Heir to LIBOR

Heir to LIBOR

The Financial Conduct Authority (FCA) has recently announced that LIBOR, the underlying rate in around US$350 trillion worth of financial contracts will be abolished by the end of 2021. While the transition to a LIBOR alternative in 2021 seems a long way away, we believe investors should start preparing.

Quick view: Electric shock for dirty diesel
Mega Trends

Quick view: Electric shock for dirty diesel

Following the news that Britain is to ban the sale of all diesel and petrol cars and vans from 2040 – a trend gathering momentum across Europe – two of Janus Henderson’s investment teams provide their reactions.

10 reasons for active management in fixed income
Mega Trends

10 reasons for active management in fixed income

We believe that active management has an important role to play in investment portfolios. Here, we highlight 10 reasons, each supported by a chart, to demonstrate why active management can be valuable when investing in fixed income.