Global Perspectives

Market GPS Investment Outlook 2020

What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.

Global Fixed Income Compass

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Global Sector Views

Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.

Global Snapshot

The Janus Henderson Global Snapshot explores themes driving markets, trends to watch, market metrics and an outlook for regions and sectors at quarter end.

LATEST INSIGHTS

Subscribe for relevant insights delivered straight to your inbox

Quest for Yield Means Making Cash Work Harder
Quick Views Credit Interest Rates

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
Quick Views Credit Volatility

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.

From Fast Food to Fitness: The Rise of Whole Business Securitizations (WBS)
Quick Views Credit

From Fast Food to Fitness: The Rise of Whole Business Securitizations (WBS)

Portfolio Manager John Kerschner comments on the emerging WBS market and its potential opportunities for bond investors.

Catching Falling Angels: Finding Opportunities in Crossover Credit
Quick Views Credit

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
Quick Views Credit

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

Shifting Gears

Our Portfolio Construction Services team breaks down their goals-based approach for an optimal, simplified fixed income framework.

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

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.

Assessing the BBB Bond Market: It’s Not as Bad as it Seems
Quick Views Credit

Assessing the BBB Bond Market: It’s Not as Bad as it Seems

Co-Head of Global Credit Research and Portfolio Manager John Lloyd explains why concerns surrounding the growth in BBB-rated debt may be overblown.

Asian Credit: Where Returns May Actually Match Risk

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.

Subscribe for relevant insights delivered straight to your inbox

Have We Returned to a Goldilocks Economy?

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

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.

Combating Bond Market Volatility with Global Diversification

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.