GLOBAL PERSPECTIVES
Mid-Year Market GPS 2019
Which themes are shaping the 2019 investment landscape? Read the thinking of our investment teams in the Janus Henderson Mid-Year Market GPS.
LATEST INSIGHTS
Subscribe for relevant insights delivered straight to your inbox
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.
As Bond Volatility Rises, Mortgage-Backed Securities May Provide Defensive Diversification
Portfolio Managers John Kerschner and Nick Childs discuss how MBS can provide diversification in volatile corporate and government bond markets.
Catching Falling Angels: Finding Opportunities in Crossover Credit
A growing segment of BBB rated securities are priced to fall into the high-yield market, which could present opportunities for high-yield investors.
The Importance of Being Active: Why Passive Exposure in High Yield Is Not Enough
The U.S. high-yield market’s relatively flat return last month obscured significant divergence of returns within the index, highlighting the value of active management.
Shifting Gears
Our Portfolio Construction Services team breaks down their goals-based approach for an optimal, simplified fixed income framework.
High Yield: Pushing Boundaries
The dovish tilt to global monetary policy should be supportive of asset prices in the near term but Portfolio Managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high-yield bonds.
What Knowledge. Shared means for you
At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions.
We call this ethos Knowledge. Shared
Asian Credit: Where Returns May Actually Match Risk
Co-Head of Global Bonds Nick Maroutsos explains why Asia may be an attractive destination for bond investors as loose developed market monetary policy lingers.
Have We Returned to a Goldilocks Economy?
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
Fed Pivot Slows Advent of Cycle’s End
The U.S. Fixed Income team discusses how the Fed’s newfound patience could help stabilize the U.S. economy and extend the economic and credit cycles.
Subscribe for relevant insights delivered straight to your inbox
Combating Bond Market Volatility with Global Diversification
Co-Head of Global Bonds Nick Maroutsos explains why investors should be mindful of where they hold duration exposure in light of a flattening yield curve.
Sector Spotlight: Food and Beverage
Shifting consumer habits are shaking up the food and beverage industry, creating the need for a selective approach when owning these traditionally defensive names.
How Did They Miss it? Central Bankers and the Global Economic Downturn
Jenna Barnard, Co-Head of Strategic Fixed Income, explains how and why so many major central banks have been wrong footed on economic growth in their countries and around the globe.