Janus Henderson Blog
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Shifting Yields and Shifting Attitudes
Investors are repricing inflation risk within bond markets, but there may be more to consider.
Keeping It Real: Interpreting the Climb in Bond Yields
The recent steep rise in yields has unsettled markets.
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?
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
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
A discussion of the challenges – and unique opportunities – associated with building bond portfolios in a world with historically low 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
Assessing the risks and opportunities of higher government bond yields.
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?
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?
Why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.