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Same but different: high yield investing amid the crisis
Speaking directly from home, Tom Ross, Credit Portfolio Manager, explains how in an unprecedented crisis they are remaining true to their process within high yield investing but recognise that some things need to be done differently.
Corporate bonds: from reassuringly expensive to scary cheap?
John Pattullo, Co-Head of Strategic Fixed Income, shares how the Strategic Fixed Income Team continue to carry out their day to day jobs successfully, albeit from home, remaining focused on their client outcomes.
Is High-Yield Risk as Asymmetric as It Looks?
Examining the history of high-yield spreads to determine whether tight spreads suggest increased risk of weak future performance.
Recent fallen angels — a spectre of BBB downgrades to come?
Tom Ross, corporate credit portfolio manager, shares his views on fears of a surge in fallen angel bonds in 2020.
Reflecting on coronavirus’ impact on bond markets
Co-Head of Global Credit Research and Portfolio Manager, John Lloyd, discusses the large moves yesterday (Monday 24 February, when the video was recorded) in many fixed income markets due to heightened coronavirus concerns and outlines the benefit of active management amid the volatility.
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.
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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.
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.
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.
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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.
Global Outlook 2020: A Tale of Two Halves
Andrew Mulliner, Portfolio Manager within Global Bonds, believes 2020 will prove to be a year of two halves, with a rosier outlook likely later in the year.
Should investors aim high in 2020?
Tom Ross, corporate credit portfolio manager, looks at the outlook for high yield bonds in 2020.