For Financial Professionals in the US

Janus Henderson Blog

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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.

Hardly a Stoic Fed
Coronavirus Interest rates

Hardly a Stoic Fed

The Federal Reserve declined to expand accommodative policy measures, but the decision does not suggest the central bank is backing off from supporting the economic recovery.

Signs of a Renewed Appreciation for Sustainable Growth in 2021

Signs of a Renewed Appreciation for Sustainable Growth in 2021

Portfolio Manager Brian Demain explains why we could see a renewed appreciation for moderately valued, sustainable growth companies in the mid-cap market.

Global Perspectives: Are We in a Sweet Spot for Credit Investing?
Coronavirus Credit Interest rates

Global Perspectives: Are We in a Sweet Spot for Credit Investing?

A far-reaching fixed income discussion on credit market resilience, liquidity versus solvency risks, recovery prospects and the dilemma for central banks in 2021.

Global Bonds in 2021: Better but Still Bumpy

Global Bonds in 2021: Better but Still Bumpy

Portfolio Manager Nick Maroutsos explains why bond investors should be cautiously optimistic as we enter 2021.

A Mostly Benign Outlook for U.S. Inflation
Coronavirus Credit Interest rates

A Mostly Benign Outlook for U.S. Inflation

Assessing the risks of inflation against a backdrop of economic recovery and fiscal and monetary stimulus.

Fixed Income Perspectives: Can the V-Shaped Recovery Last?
Coronavirus Interest rates

Fixed Income Perspectives: Can the V-Shaped Recovery Last?

A discussion of the economic recovery and the diminishing returns on – but still pivotal role of – monetary policy.

Low Rates vs. U.S. Election: What Matters for Fixed Income?

Low Rates vs. U.S. Election: What Matters for Fixed Income?

Central bank policy is likely to continue to have the biggest influence over fixed income markets, regardless of who wins the U.S. election.

Q4 Multi-Asset Outlook: Into the Fog of Uncertainty

Q4 Multi-Asset Outlook: Into the Fog of Uncertainty

What visibility is there for investors as we head into the fourth quarter of 2020 and beyond?

Dollar Weakness: An Underappreciated Threat to the Global Economic System
Interest rates Tail Risk

Dollar Weakness: An Underappreciated Threat to the Global Economic System

This year’s weakening of the U.S. dollar poses a significant threat to global economic growth and financial stability should it spiral out of control.

Japanification: Europe First and Now the U.S.

Japanification: Europe First and Now the U.S.

The Federal Reserve’s actions during the COVID-19 crisis have led to an almost idyllic environment to invest in corporate bonds.

Global Perspectives: Why Low Rates Are Here to Stay

Global Perspectives: Why Low Rates Are Here to Stay

A discussion covering the COVID-19 crisis, global credit, inflation trends, fool’s yield and false summits, among other topics.