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Investment Outlook 2020
What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.
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Multi Sector Income: election insights — how bond markets may react
How will the 2020 US presidential election impact bond markets? Co-Head of Global Credit Research and Portfolio Manager on the Multi-Sector Income Strategy, John Lloyd, anticipates more risk should a left-leaning candidate win the Democratic nomination, with increased volatility possible in sectors such as banking, health care, energy and technology.
Multi-Sector Income: do credit ratings obscure risk and deter opportunities?
In this video, Multi-Sector Income portfolio managers John Lloyd and Seth Meyer, discuss why credit ratings may not be an accurate reflection of risk and could obscure opportunities for active managers to capitalise on.
Meeting the challenge: fixed income investing in 2020
With Europe characterised by negative rates and subdued bond yields, Nick Maroutsos, Co-Head of Global Bonds, explains how the team seek to meet the objectives of an absolute return fixed income portfolio.
High yield: hunting in the crossover space
In this video, Tom Ross, corporate credit portfolio manager, discusses the global high yield market, exploring the near term outlook, whether defaults might pick up and where they are seeing the best opportunities.
Our ‘integrated ESG’ approach to credit investing
Janus Henderson’s Global Corporate Credit team explain how ESG is integrated into their approach to credit investing.
Should investors aim high in 2020?
Tom Ross, corporate credit portfolio manager, looks at the outlook for high yield bonds in 2020.
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Strategic Fixed Income outlook 2020 — no reflation without a soft dollar
Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, share their thoughts on bond markets in the coming year; where they see risks and opportunities and where they look for clues.
Keep your cash in play
With the yields on short-dated investments very low or negative in Europe, managers of the Janus Henderson Absolute Return Income strategy explain how moving along the risk spectrum into an actively-managed, low volatility fixed income strategy could be a potential solution for investors seeking to make their defensive assets work harder over the medium term.
Purchasing power: technical support for euro investment grade
Tim Winstone, corporate credit portfolio manager, explains how technical factors are likely to buoy demand for euro investment grade bonds.
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The role of bonds in a negative rate world
Despite the ultra-low interest rate environment, Jim Cielinski, Global Head of Fixed Income, discusses bond’s role as a diversifier in a broad portfolio.
Energy: A Sector in Transition
The energy sector as a whole has been the weakest-performing global high-yield sector. Our corporate credit team delves into the challenges facing high-yield energy issuers today.
Low yield is not no yield: Opportunities in structured credit
Our structured credit team highlights attractive aspects of the securitized market, including relatively short durations, high-quality credit ratings and attractive yields