For Financial Professionals in the US

Janus Henderson Blog

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Reflation: Is This the Real Thing or Just Fantasy?
Coronavirus Credit Interest rates

Reflation: Is This the Real Thing or Just Fantasy?

A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.

Valuing High Yield’s Improving Credit Quality
Credit Featured

Valuing High Yield’s Improving Credit Quality

Assessing the impact of rising credit quality on high yield spreads.

Exploiting Two-Way Traffic in High Yield
Credit

Exploiting Two-Way Traffic in High Yield

Taking a drive in the auto sector to demonstrate how both upgrades and downgrades can be a source of returns.

High Yield: Passing the Baton from Beta to Alpha
Credit

High Yield: Passing the Baton from Beta to Alpha

With credit spreads gradually tightening, returns will likely become less about market direction (beta) and more about identifying individual opportunities (alpha).

Inflation: Is This the Real Thing? Is This Just Fantasy?
Coronavirus Credit Interest rates

Inflation: Is This the Real Thing? Is This Just Fantasy?

Why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.

Global Perspectives: Are We in a Sweet Spot for Credit Investing?
Coronavirus Credit Interest rates

Global Perspectives: Are We in a Sweet Spot for Credit Investing?

A far-reaching fixed income discussion on credit market resilience, liquidity versus solvency risks, recovery prospects and the dilemma for central banks in 2021.

Reaching for Normal: The Outlook for 2021

Reaching for Normal: The Outlook for 2021

Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.

Credit Light Cuts through the Income Darkness

Credit Light Cuts through the Income Darkness

Jenna Barnard and John Pattullo explain how credit markets navigated COVID-19 with relative ease and why corporate bonds remain in the sweet spot for 2021.

Global Bonds in 2021: Better but Still Bumpy

Global Bonds in 2021: Better but Still Bumpy

Portfolio Manager Nick Maroutsos explains why bond investors should be cautiously optimistic as we enter 2021.

High-Yield Bonds: The Grind Tighter in 2021

High-Yield Bonds: The Grind Tighter in 2021

Tom Ross, corporate credit portfolio manager, discusses the high-yield bond outlook where an improving economy should help tighten credit spreads but may spark concerns about monetary tightening.

A Mostly Benign Outlook for U.S. Inflation
Coronavirus Credit Interest rates

A Mostly Benign Outlook for U.S. Inflation

Assessing the risks of inflation against a backdrop of economic recovery and fiscal and monetary stimulus.