Janus Henderson Blog

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Navigating Coronavirus Uncertainty: Perspectives from our investment teams, key considerations for investors and business continuity updates from executive leadership.

Latest Posts

Trading Bonds in a Time of Ferocity and Velocity

Trading Bonds in a Time of Ferocity and Velocity

On bond liquidity and how the challenge of trading in illiquid markets has changed as the COVID-19 coronavirus spread.

Keep an Eye on the Real Economy

Keep an Eye on the Real Economy

Why financial markets should ultimately be focused on the outlook for households in consumption-driven economies like the U.S.

After the Ides of March: The Outlook for Mortgages
Coronavirus Credit Volatility

After the Ides of March: The Outlook for Mortgages

The outlook for U.S. mortgage-backed securities after March’s liquidity collapse and subsequent stabilization on the back of strong Fed support.

Welcome to the New Fed

Welcome to the New Fed

New policy actions make it clear that the Fed has entered uncharted territory in its commitment to supporting financial markets.

In Charts: Finding a Silver Lining in Fixed Income

In Charts: Finding a Silver Lining in Fixed Income

Corporate credits have suffered during the COVID-19 outbreak, but history shows that these bonds have performed well in the years after a significant drawdown.

Election Insights: Super Tuesday Split

Election Insights: Super Tuesday Split

With no clear Democratic front-runner after the Super Tuesday primaries, coronavirus concerns – more than election uncertainty – is likely to dominate markets.

Recent Fallen Angels: A Specter of BBB Downgrades to Come?
Credit

Recent Fallen Angels: A Specter of BBB Downgrades to Come?

Fears of a surge in U.S. BBB corporate bond downgrades have intensified in the high-yield market, but rising stars still outpace fallen angels.

Reflecting on Coronavirus’ Impact on Today’s Bond Markets
Coronavirus Credit Volatility

Reflecting on Coronavirus’ Impact on Today’s Bond Markets

Heightened concerns around the spreading coronavirus caused large moves in many fixed income markets this week.

Is High-Yield Risk as Asymmetric as It Looks?
Credit

Is High-Yield Risk as Asymmetric as It Looks?

Examining the history of high-yield spreads to determine whether tight spreads suggest increased risk of weak future performance.

Election Insights: How Bond Markets May React
Credit Healthcare Volatility

Election Insights: How Bond Markets May React

Portfolio Manager John Lloyd offers his views on how potential outcomes of the U.S. presidential election could impact corporate bond markets.

Do Credit Ratings Obscure Risk and Deter Opportunities?
Credit

Do Credit Ratings Obscure Risk and Deter Opportunities?

Portfolio Managers John Lloyd and Seth Meyer discuss why credit ratings may not be an accurate reflection of risk.

Global Outlook 2020: A Tale of Two Halves

Global Outlook 2020: A Tale of Two Halves

Andrew Mulliner, Portfolio Manager within Global Bonds, believes 2020 will prove to be a year of two halves, with a rosier outlook likely later in the year.