For Financial Professionals in the US

Janus Henderson Blog

We believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge Shared.

Latest Posts

Subscribe for relevant insights delivered straight to your inbox

Come on Down: Is Inflation Priced Right?

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
Credit

Breaking Down Risk in High-Yield Bonds

A closer look at the different measures of risk in high-yield bonds.

When Forecasts Fall Short, Humility and Diversity are Key

When Forecasts Fall Short, Humility and Diversity are Key

On the challenges of forecasting interest rates in uncertain markets.

Not Your Traditional Cycle

Not Your Traditional Cycle

Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.

The Turn: High Yield on the Road to Deleveraging
Credit

The Turn: High Yield on the Road to Deleveraging

Does the trajectory of credit fundamentals support the strength in high yield bond markets?

Reflation Train: Arriving on Time

Reflation Train: Arriving on Time

Dissecting the reflation narrative as we head into the spring/summer inflation surge and vaccine-driven reopenings of 2021.

Uncovering Opportunities in Today’s Bond Market
Credit Interest rates

Uncovering Opportunities in Today’s Bond Market

Where to find opportunities to harvest higher yields with lower sensitivity to rising interest rates.

Choice Growth: Potential Opportunities from High Yield Expansion
Coronavirus Credit

Choice Growth: Potential Opportunities from High Yield Expansion

Why the rise in the size of the high yield bond market is to be welcomed.

Fixed Income Post-Crisis: From Passive to Picky
Credit

Fixed Income Post-Crisis: From Passive to Picky

Navigating an increasingly difficult fixed income environment may require a more selective approach.

Navigating Fixed Income’s Inefficient Frontier
Coronavirus Credit

Navigating Fixed Income’s Inefficient Frontier

How bond investors may be able to take advantage of fixed income markets’ inefficiencies.

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.