Janus Henderson Blog
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Bond Markets Channel Their Inner Tubthumping
A reflection on how the lyrics of a pop hit from 20 years ago can have some interesting overlap with today’s crisis-hit economy and markets.
Japanification: Europe First and Now the U.S.
The Federal Reserve’s actions during the COVID-19 crisis have led to an almost idyllic environment to invest in corporate bonds.
Global Perspectives: Why Low Rates Are Here to Stay
A discussion covering the COVID-19 crisis, global credit, inflation trends, fool’s yield and false summits, among other topics.
Can the Market’s Immunity Last?
With economic momentum and corporate bond market strength waning, we more closely examine the outlook for corporate credit.
From Bond Glut to Bond Drought: A Strategic Fixed Income View
Why the second half of 2020 could see lower net issuance in corporate bond markets following the dizzying volume of new bond issues in the first half.
A More Stable Outlook for the European High-Yield Market
The outlook for the European high-yield market and why we expect it to be relatively stable in the months ahead.
Breaking the Link: GDP Declines and Default Rates
Why we believe corporate default rates may end up being relatively low despite the pandemic-induced economic shock.
The Shape of Credit
A look at factors shaping credit markets, from central bank support to potential resilience from financials.
Beyond the Nadir: What’s Next for Fixed Income
Little more than two months after global markets dramatically sold off on worries over COVID-19, have fixed income markets returned to “normal”?
Fixed Income Update: Credit Markets, Government Bonds and Inflation
An update on the tsunami of new issuance in credit markets, plus our views on inflation.
A Healthy Outlook for U.S. Banks
Why we remain positive on the outlook for U.S. banks after looking carefully at their first quarter earnings.
Bridging the Gap: Credit Markets in the COVID Crisis
An update on the shape of the recovery in corporate bond markets following the virtual “heart attack” experienced in March.