For Financial Professionals in the US

Janus Henderson Blog

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Remember the Benefits of Bonds
Interest rates

Remember the Benefits of Bonds

Navigating a core bond portfolio in a rising rate environment.

Shifting Yields and Shifting Attitudes

Shifting Yields and Shifting Attitudes

Investors are repricing inflation risk within bond markets, but there may be more to consider.

Giving Savers a Chance in Short-Duration Fixed Income

Giving Savers a Chance in Short-Duration Fixed Income

Negative real yields have punished savers for much of the past decade.

Reflation: Is This the Real Thing or Just Fantasy?
Coronavirus Credit Interest rates

Reflation: Is This the Real Thing or Just Fantasy?

A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.

Biden’s Stimulus Plan: No Free Lunch
Interest rates

Biden’s Stimulus Plan: No Free Lunch

Considering the implications of President Biden’s planned $1.9 trillion fiscal stimulus for the U.S. economy, monetary policy and the markets.

Building Robust Bond Portfolios in a Low-Rate World
Interest rates

Building Robust Bond Portfolios in a Low-Rate World

A discussion of the challenges – and unique opportunities – associated with building bond portfolios in a world with historically low interest rates.

Tempering Expectations
Interest rates

Tempering Expectations

A sub-optimal vaccine rollout and persistently soft economic data portends a slower-than-expected emergence from the pandemic-driven recession, explains Portfolio Manager Nick Maroutsos.

Positioning for Higher Yields
Interest rates

Positioning for Higher Yields

Assessing the risks and opportunities of higher government bond yields.

2021 – In a Word: Recovery

2021 – In a Word: Recovery

Andrew Mulliner explains why 2021 will likely be a year of recovery, though he cautions that investors should keep one eye on inflation and inflation expectations.

A Blue Wave or a Blue Swell?
Elections Interest rates

A Blue Wave or a Blue Swell?

With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.

Inflation: Is This the Real Thing? Is This Just Fantasy?
Coronavirus Credit Interest rates

Inflation: Is This the Real Thing? Is This Just Fantasy?

Why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.