John Lloyd is Lead, Multi-Sector Credit Strategies at Janus Henderson Investors, a role he has held since 2022. In this role, John is responsible for creating the strategic framework, leading investment strategy, launching new products and bringing together ideas globally across the multi-sector credit franchise. He has been a Portfolio Manager on the Multi-Sector Credit strategy, since its 2014 inception. John was head of global credit research from 2009, sharing this role since the firm’s merger and joined Janus as a research analyst in 2005. Prior to that, he worked as a private equity associate at H.I.G. Capital in Miami and at Willis Stein & Partners in Chicago. Earlier in his career, he was an investment banking analyst for Deutsche Bank.
John received his bachelor of arts degree in economics from the University of Michigan and his MBA from Dartmouth College, Tuck School of Business. He has 25 years of financial industry experience.
Investing in CMBS today: A tale of two cities
The impact of recent bank failures and tighter lending conditions on commercial real estate and CMBS.
Are bonds cheap or expensive? A 5-point valuation checklist
Five key bond valuation metrics for financial professionals and portfolio managers.
The inverted yield curve: Making the case for fixed income in 2023?
In their 2023 outlook, Seth Meyer and John Lloyd look at the historical impact of an inverted yield curve on fixed income returns.
Credit ratings on securitized assets: Can they be trusted?
A look at credit ratings on securitized assets and whether investors can rely on them when constructing fixed income portfolios.
Higher for longer: the case for securitised assets in a higher rate environment
How securitised sectors might play a key role for bond investors amid a challenging interest rate environment.
The high cost of ‘insurance’ in today’s ‘Aggregate’ benchmark
Bond portfolios can act as a hedge against equity market volatility, but both the value and cost of this hedge fluctuate as economic and market conditions evolve.