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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.

Biden’s Stimulus Plan: No Free Lunch
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Biden’s Stimulus Plan: No Free Lunch

Considering the implications of President Biden’s planned $1.9 trillion fiscal stimulus for the U.S. economy, monetary policy and the markets.

Building Robust Bond Portfolios in a Low-Rate World
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Building Robust Bond Portfolios in a Low-Rate World

A discussion of the challenges – and unique opportunities – associated with building bond portfolios in a world with historically low interest rates.

Tempering Expectations
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Tempering Expectations

A sub-optimal vaccine rollout and persistently soft economic data portends a slower-than-expected emergence from the pandemic-driven recession, explains Portfolio Manager Nick Maroutsos.

Positioning for Higher Yields
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Positioning for Higher Yields

Assessing the risks and opportunities of higher government bond yields.

2021 – In a Word: Recovery

2021 – In a Word: Recovery

Andrew Mulliner explains why 2021 will likely be a year of recovery, though he cautions that investors should keep one eye on inflation and inflation expectations.

A Blue Wave or a Blue Swell?
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A Blue Wave or a Blue Swell?

With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.

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.

Hardly a Stoic Fed
Coronavirus Interest rates

Hardly a Stoic Fed

The Federal Reserve declined to expand accommodative policy measures, but the decision does not suggest the central bank is backing off from supporting the economic recovery.

Signs of a Renewed Appreciation for Sustainable Growth in 2021

Signs of a Renewed Appreciation for Sustainable Growth in 2021

Portfolio Manager Brian Demain explains why we could see a renewed appreciation for moderately valued, sustainable growth companies in the mid-cap market.

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.

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.