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
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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
Portfolio Manager Dan Siluk discusses the challenges of generating positive yield amid falling rates and economic uncertainty.
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
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)
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
Fixed Income Portfolio Managers John Lloyd and John Kerschner discuss the inverted yield curve and its implications for bond investors.
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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
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
While U.S. high yield remains an attractive asset class, lofty valuations and rising uncertainty demand a focus on company fundamentals.
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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
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
Downturn Implications and a Reconvergence of Rates
Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.