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

Bond and Equity Markets Sending Mixed Signals on Economic Outlook
Interest Rates Volatility

Bond and Equity Markets Sending Mixed Signals on Economic Outlook

John Pattullo, Co-Head of Strategic Fixed Income, provides insight on the chances of a soft or hard landing for the U.S. economy.

Roundtable Discussion: Navigating Low Rates and Political Upheaval
Interest Rates

Roundtable Discussion: Navigating Low Rates and Political Upheaval

Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England talk candidly about how geopolitics and low interest rates are influencing the market.

Market GPS: Consumer Spending and Low Rates Favor Stocks in 2020

Market GPS: Consumer Spending and Low Rates Favor Stocks in 2020

A healthy consumer and low bond yields – two trends that dominated 2019 – look set to continue in 2020, creating a favorable backdrop for equities.

Market GPS: Central Bank Policy Key to Staving Off Global Recession in 2020

Market GPS: Central Bank Policy Key to Staving Off Global Recession in 2020

Global Head of Fixed Income Jim Cielinski believes there’s reason to be positive about the outlook for fixed income in 2020 despite a challenging backdrop.

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
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
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 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.