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

Market GPS: Keep a Close Watch on Corporate Earnings in 2020

Market GPS: Keep a Close Watch on Corporate Earnings in 2020

Focusing on companies with strong corporate earnings – and avoiding those with weak balance sheets – will be key to weathering volatility in 2020.

Market GPS: Out of the Goldilocks Zone?
Investment Outlooks Volatility

Market GPS: Out of the Goldilocks Zone?

David Elms, Head of Diversified Alternatives, offers insight into where he sees opportunities in the alternatives space heading into 2020.

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.

Bond Market Dynamics Highlight Importance of Diversification
Credit Volatility

Bond Market Dynamics Highlight Importance of Diversification

Most major credit asset classes are trading close to their 5-year average spread, limiting opportunities in asset allocation in today’s market.

As Bond Volatility Rises, Mortgage-Backed Securities May Provide Defensive Diversification
Credit Volatility

As Bond Volatility Rises, Mortgage-Backed Securities May Provide Defensive Diversification

Portfolio Managers John Kerschner and Nick Childs discuss how MBS can provide diversification in volatile corporate and government bond markets.

When Fixed Income Diversification Becomes “Diworsification”
Volatility

When Fixed Income Diversification Becomes “Diworsification”

Following a tumultuous August, the PCS team discusses how fixed income diversification may be overcomplicating and hindering portfolios.

Growth Slowing, but Precipitous Drop Unlikely
Volatility

Growth Slowing, but Precipitous Drop Unlikely

Although the current economic expansion is aging, leading indicators do not indicate a sharp contraction.

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.

Don’t Discount a 2020 Rebound
Volatility

Don’t Discount a 2020 Rebound

While the near-term outlook for the global economy remains weak, some signs indicate that 2020 may be a recovery year.

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.

Attaching a Price to Bond Market Liquidity
Interest Rates Volatility

Attaching a Price to Bond Market Liquidity

With rates low and markets volatile, investors may need to expand their toolkit to reach return objectives.

Learning from Argentina: The Importance of Balance in Bond Portfolios
Volatility

Learning from Argentina: The Importance of Balance in Bond Portfolios

The swift collapse in Argentina’s financial markets is a blunt reminder to consider how fixed income portfolios are invested and with what risk.