Janus Henderson Blog
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Trading Bonds in a Time of Ferocity and Velocity
On bond liquidity and how the challenge of trading in illiquid markets has changed as the COVID-19 coronavirus spread.
Keep an Eye on the Real Economy
Why financial markets should ultimately be focused on the outlook for households in consumption-driven economies like the U.S.
After the Ides of March: The Outlook for Mortgages
The outlook for U.S. mortgage-backed securities after March’s liquidity collapse and subsequent stabilization on the back of strong Fed support.
Welcome to the New Fed
New policy actions make it clear that the Fed has entered uncharted territory in its commitment to supporting financial markets.
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.
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.
Recent Fallen Angels: A Specter of BBB Downgrades to Come?
Fears of a surge in U.S. BBB corporate bond downgrades have intensified in the high-yield market, but rising stars still outpace fallen angels.
Is High-Yield Risk as Asymmetric as It Looks?
Examining the history of high-yield spreads to determine whether tight spreads suggest increased risk of weak future performance.
Election Insights: How Bond Markets May React
Portfolio Manager John Lloyd offers his views on how potential outcomes of the U.S. presidential election could impact corporate bond markets.
Do Credit Ratings Obscure Risk and Deter Opportunities?
Portfolio Managers John Lloyd and Seth Meyer discuss why credit ratings may not be an accurate reflection of risk.
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
In our view, the Federal Reserve’s accommodative stance should persist throughout 2020, helping sustain the expansion of the U.S. economy.