Janus Henderson Blog
We believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared.
We believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared.
Co-Head of Strategic Fixed Income Jenna Barnard explains why she feels bond markets are at a critical inflection point.
Portfolio Manager Dan Siluk discusses the challenges of generating positive yield amid falling rates and economic uncertainty.
Nick Maroutsos, Co-Head of Global Bonds, discusses how the macroeconomic landscape is shaping his team’s investment decision-making.
Low mortgage rates have sparked a refinancing wave that could create opportunities for investors in mortgage-backed securities.
Andrew Mulliner, CFA, a Global Bonds Portfolio Manager, reflects on the European Central Bank’s decision to cut rates and bring back quantitative easing.
Fixed Income Portfolio Managers John Lloyd and John Kerschner discuss the inverted yield curve and its implications for bond investors.
As investors focus on the slowing global economy, options markets are warning of another risk that may be flying under the radar: inflation.
With rates low and markets volatile, investors may need to expand their toolkit to reach return objectives.
While U.S. high yield remains an attractive asset class, lofty valuations and rising uncertainty demand a focus on company fundamentals.
Nick Maroutsos, Co-Head of Global Bonds, discusses the Federal Reserve’s first rate cut in more than a decade and what it means for investors.
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
Portfolio Manager John Fujiwara explains how equity and bond views of the U.S. economy are at odds with each other following the Fed’s dovish pivot.