Can the EU's securitisation reforms stimulate growth in the economy, while still safeguarding financial stability?
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.
Integrating ABS in portfolios is like core-strengthening exercises, enhancing their stability, flexibility, and resilience, while optimising risk-adjusted returns.
Assessing the impact of higher mortgage rates on U.S. homeowners.
Looking at whether bond yields can offer predictive information about total returns from bonds.
The US dollar influences the EMD Hard Currency asset class, but the relationship is complicated. What are the underlying drivers of the relationship?
Ali Dibadj, CEO, speaks with Janus Henderson’s experts about shifting market dynamics and the growing demand for active management.
Resilient hard economic data give the Fed cover to further observe the possible inflationary impact of still-uncertain tariffs.
The European ABS sector offers access to different consumer-driven and ‘real economy’ risks, diversifying from corporate credit. Here we unravel the sector's distinguishing features.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
Credit fundamentals and yields are supportive but an up in quality approach should help mitigate risks.