Janus Henderson Blog

We believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge. Shared.

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

Latest Posts

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.

Fed Addresses Money Market Liquidity
Featured Interest Rates

Fed Addresses Money Market Liquidity

A discussion of the recent actions taken by the U.S. Federal Reserve to improve liquidity in money markets.

Federal Reserve Forcefully Reenters Markets

Federal Reserve Forcefully Reenters Markets

Assessing the Fed’s recent efforts to ease financial conditions and why we believe uncertainty will continue to be a headwind for markets.

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.

Fed’s Rate Cut Not a Cure for Volatility

Fed’s Rate Cut Not a Cure for Volatility

The Fed’s surprise rate cut reflects the increasing uncertainty the U.S. economy and investors currently face.

Coronavirus Uncertainty Likely to Force Fed’s Hand

Coronavirus Uncertainty Likely to Force Fed’s Hand

Nick Maroutsos explains why uncertainty surrounding the coronavirus and its economic impact will lead to perhaps two Fed rate cuts this year.

The Fed Remains Accommodative
Interest Rates

The Fed Remains Accommodative

Nick Maroutsos discusses why he believes today’s Fed decision to leave rates unchanged should support the positive environment for stock and bond markets in 2020.

ECB Meeting: One for the Specialists
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ECB Meeting: One for the Specialists

Andrew Mulliner, Portfolio Manager Global Bonds, shares his views on the outcome of this week’s European Central Bank meeting.

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.

Market GPS: A Soft Landing Should Support Fixed Income in 2020

Market GPS: A Soft Landing Should Support Fixed Income in 2020

In our view, the Federal Reserve’s accommodative stance should persist throughout 2020, helping sustain the expansion of the U.S. economy.

Staying Strategic in Global Fixed Income
Credit Interest Rates

Staying Strategic in Global Fixed Income

Nick Maroutsos and Adam Hetts discuss the role of global fixed income strategies in the face of recent market shifts.

Market GPS: Trade and Interest Rates Hold Keys to Economy in 2020

Market GPS: Trade and Interest Rates Hold Keys to Economy in 2020

John Fujiwara explains why a potential stock rotation and the shape of the yield curve are two themes meriting investors’ attention in 2020.