How can investors use the equity repo market as part of a balanced risk-adjusted allocation to alternatives?
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
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How bond investors can take advantage of higher short-term yields while still managing duration exposure.
How restrictive policy is taking effect and why it should lead to a pullback in yields from current highs.
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While progress has been made, the Fed continues to signal that the battle to lower inflation is far from over.
The importance of thematic investing and portfolio construction considerations.
In honor of Climate Week 2023, find out Janus Henderson’s corporate commitment to climate.
Where we see value in U.S. fixed income and how we believe investors should position portfolios to take advantage of the opportunities available.
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Why attractive valuations and new growth opportunities make healthcare worthy of another look by investors.