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Introducing impact investing at Janus Henderson
Defining impact investing, why it is important, and why we are passionate about it.
Blink and you’ll miss it
Are we setting up for one of the shortest business cycles in history?
Truffle hunting in credit
While the easy returns from corporate bonds since the COVID recovery may largely be over, opportunities can still be unearthed via a selective approach.
The case for alternatives in a buoyant market
After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.
Looking at bonds through a glass half full
Finding opportunities in the current bond environment.
Come on down: Is inflation priced right?
A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
Breaking Down Risk in High-Yield Bonds
A closer look at the different measures of risk in high-yield bonds.
Opportunities and risks in a multi-speed recovery
Global Bonds Portfolio Managers Dan Siluk and Jason England explain how an asynchronous global recovery should lead to dislocations and opportunities in fixed income markets.
Credit market’s brave new world
Can corporate bond markets sustain their improved trajectory as support measures are lifted?
Dystopia 2.0? Assessing the post-COVID landscape
COVID-19 propelled the pace of structural change around the globe. What will the world look like going forward?
The turn: High yield on the road to deleveraging
Tom Ross, within the Global Corporate Credit Team, looks at whether the trajectory of credit fundamentals supports the strength in high yield bond markets.
Uncovering opportunities in today’s bond market
Where to find opportunities to harvest higher yields with lower sensitivity to rising interest rates.