Janus Henderson Blog

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

Latest Posts

Bond Markets at Inflection Point as Economic Outlook Remains Unknown
Interest Rates

Bond Markets at Inflection Point as Economic Outlook Remains Unknown

Co-Head of Strategic Fixed Income Jenna Barnard explains why she feels bond markets are at a critical inflection point.

Quest for Yield Means Making Cash Work Harder
Credit Interest Rates

Quest for Yield Means Making Cash Work Harder

Portfolio Manager Dan Siluk discusses the challenges of generating positive yield amid falling rates and economic uncertainty.

Topical Questions Amid a More Political Economy
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Topical Questions Amid a More Political Economy

Nick Maroutsos, Co-Head of Global Bonds, discusses how the macroeconomic landscape is shaping his team’s investment decision-making.

Lower Rates Create Opportunities in Today’s Mortgage Market
Interest Rates

Lower Rates Create Opportunities in Today’s Mortgage Market

Low mortgage rates have sparked a refinancing wave that could create opportunities for investors in mortgage-backed securities.

ECB: Super Mario Bros. 2 (Kitchen Sink Edition)
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ECB: Super Mario Bros. 2 (Kitchen Sink Edition)

Andrew Mulliner, CFA, a Global Bonds Portfolio Manager, reflects on the European Central Bank’s decision to cut rates and bring back quantitative easing.

Inverted Yield Curve Signals Caution, Even if Recession Remains Distant
Interest Rates Volatility

Inverted Yield Curve Signals Caution, Even if Recession Remains Distant

Fixed Income Portfolio Managers John Lloyd and John Kerschner discuss the inverted yield curve and its implications for bond investors.

Inflation Risks in a Distracted Market
Interest Rates Volatility

Inflation Risks in a Distracted Market

As investors focus on the slowing global economy, options markets are warning of another risk that may be flying under the radar: inflation.

Attaching a Price to Bond Market Liquidity
Interest Rates Volatility

Attaching a Price to Bond Market Liquidity

With rates low and markets volatile, investors may need to expand their toolkit to reach return objectives.

Volatility Warrants Caution in U.S. High Yield
Interest Rates Volatility

Volatility Warrants Caution in U.S. High Yield

While U.S. high yield remains an attractive asset class, lofty valuations and rising uncertainty demand a focus on company fundamentals.

Fed Turns a Page, Cuts Rates
Interest Rates

Fed Turns a Page, Cuts Rates

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.

Convergence Returns to the Fore
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Convergence Returns to the Fore

Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.

Are Markets Heading Toward a Binary Outcome?
Interest Rates

Are Markets Heading Toward a Binary Outcome?

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.