Jenna Barnard, CFA
Jenna Barnard is Co-Head of Global Bonds at Janus Henderson Investors, a position she has held since 2015. She manages and co-manages a range of global bond strategies and funds meeting different client needs globally. Jenna joined Henderson in 2002 as a credit analyst and was promoted to portfolio manager in 2004. Prior to this, she worked as an investment analyst with Orbitex Investments.
Jenna graduated with a first class BA degree (Hons) in politics, philosophy, and economics from Oxford University. She holds the Chartered Financial Analyst designation, is a member of the Society of Technical Analysts, and is an Affiliate Member of the UK Society of Investment Professionals. She has 23 years of financial industry experience.
Products Managed
Articles Written
Duration matters
Exploring the evidence to support taking a rate sensitive (high duration) stance within a bond portfolio.
Rate cutting cycles in US back to 1969
With inflation fast becoming yesterday’s news we look at how 10-year Treasury yields have behaved in rate cutting cycles back to 1969.
Strategic Bond strategy update: Bonds in a rate cutting cycle
Please watch our Strategic Bond strategy update with Jenna Barnard, Co-Head of Global Bonds, which took place on Thursday 8 February, where Jenna discusses positioning as well as the historical performance of bonds in rate cutting cycles going back to the 1960’s.
Do all roads lead to lower bond yields in 2024?
Jenna Barnard and John Pattullo consider the outlook for bonds in 2024, positing that different routes are likely to lead to the same destination.
The message from bond bear steepening
The Global Bonds Team puts the recent bond bear steepening in context and reflects on what it might mean for the future direction of bond yields.
Tightening the screw: Restrictive policy is taking effect
How restrictive policy is taking effect and why it should lead to a pullback in yields from current highs.
Global Perspectives: Dissecting the cycle
Why we believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.
Unconscious uncoupling: The drift of UK inflation
An exploration of what is causing UK inflation to be an outlier.
Strategic Bond Update
If you were able to attend, we hope you found it informative. In case you missed it, or would like to review anything, be sure to check out the replay.
Australia, Canada and Sweden: save the last dance for me
Jenna Barnard, Co-Head of Strategic Fixed Income at Janus Henderson Investors, explains the rationale for positioning around the team’s ‘divergent economies and monetary policies’ core theme.
A most unusual cycle — the shrinking of the high yield market
There are many aspects of this credit and business cycle, which continue to surprise investors and differ from the textbook expectations of an aging bull market. Jenna Barnard explores one aspect unique to the high yield market, which can explain the relentless demand for bonds.