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

Scarcity of Reliable Growth Demands Greater Focus on Quality in Equities
China Interest Rates

Scarcity of Reliable Growth Demands Greater Focus on Quality in Equities

Jeremiah Buckley discusses how shifts in central bank policy and slowing global growth have altered the equity investing landscape.

The Hawkish Rate Cut
Interest Rates

The Hawkish Rate Cut

A pause after today’s rate cut may make sense in the short term, but greater accommodation may be necessary over the long haul.

“Whatever It Takes:” Reflecting on Mario Draghi’s Run as European Central Bank President
Interest Rates

“Whatever It Takes:” Reflecting on Mario Draghi’s Run as European Central Bank President

Oliver Blackbourn, a Portfolio Manager on the UK-based Multi-Asset Team, comments on the departure of Mario Draghi as ECB president.

Finding Value in Bonds Amid Negative Rates

Finding Value in Bonds Amid Negative Rates

Jim Cielinski, Global Head of Fixed Income, provides his perspective on key macroeconomic factors driving fixed income markets.

Navigating Rate Uncertainty with Agency MBS
Featured Interest Rates

Navigating Rate Uncertainty with Agency MBS

Mortgage-backed securities, an often-overlooked component of traditional fixed income, may help investors better navigate uncertain rates markets.

Bond Markets at Inflection Point as Economic Outlook Remains Unknown
Featured Interest Rates

Bond Markets at Inflection Point as Economic Outlook Remains Unknown

Co-Head of Strategic Fixed Income Jenna Barnard explains why she feels bond markets are at a critical inflection point.

Quest for Yield Means Making Cash Work Harder
Credit Featured Interest Rates

Quest for Yield Means Making Cash Work Harder

Portfolio Manager Dan Siluk discusses the challenges of generating positive yield amid falling rates and economic uncertainty.

Topical Questions Amid a More Political Economy
Interest Rates

Topical Questions Amid a More Political Economy

Nick Maroutsos, Co-Head of Global Bonds, discusses how the macroeconomic landscape is shaping his team’s investment decision-making.

Lower Rates Create Opportunities in Today’s Mortgage Market
Interest Rates

Lower Rates Create Opportunities in Today’s Mortgage Market

Low mortgage rates have sparked a refinancing wave that could create opportunities for investors in mortgage-backed securities.

ECB: Super Mario Bros. 2 (Kitchen Sink Edition)
Interest Rates

ECB: Super Mario Bros. 2 (Kitchen Sink Edition)

Andrew Mulliner, CFA, a Global Bonds Portfolio Manager, reflects on the European Central Bank’s decision to cut rates and bring back quantitative easing.

Inverted Yield Curve Signals Caution, Even if Recession Remains Distant
Interest Rates Volatility

Inverted Yield Curve Signals Caution, Even if Recession Remains Distant

Fixed Income Portfolio Managers John Lloyd and John Kerschner discuss the inverted yield curve and its implications for bond investors.

Inflation Risks in a Distracted Market
Interest Rates Volatility

Inflation Risks in a Distracted Market

As investors focus on the slowing global economy, options markets are warning of another risk that may be flying under the radar: inflation.