Janus Henderson Blog
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From Fast Food to Fitness: The Rise of Whole Business Securitizations (WBS)
Portfolio Manager John Kerschner comments on the emerging WBS market and its potential opportunities for bond investors.
Catching Falling Angels: Finding Opportunities in Crossover Credit
A growing segment of BBB rated securities are priced to fall into the high-yield market, which could present opportunities for high-yield investors.
The Importance of Being Active: Why Passive Exposure in High Yield Is Not Enough
The U.S. high-yield market’s relatively flat return last month obscured significant divergence of returns within the index, highlighting the value of active management.
Assessing the BBB Bond Market: It’s Not as Bad as it Seems
Co-Head of Global Credit Research and Portfolio Manager John Lloyd explains why concerns surrounding the growth in BBB-rated debt may be overblown.