Modest economic growth should support high yield bonds but rich valuations demand selectivity.
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Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
John Lloyd shares why he believes multi-sector fixed income is poised for continued strong performance in his 2026 investment outlook.
How might capex spending on artificial intelligence be impacting credit spreads?
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
Are tight spreads justified and what tools can potentially help enhance returns?
What does President Javier Milei’s mid-term election victory mean for Argentina's credit trajectory?
A discussion on why active management is critical to navigating complexity in today’s fixed income markets.
Conversations with clients on fixed income at JHI's Madrid Investment Summit.
Possible reasons why high yield credit spreads could remain rangebound at low levels.
The historically low default rates in the U.S. IG ABS market can be ascribed to consistent underwriting standards and several investor protections inherent within ABS structures.