For Institutional Investors in the US

Janus Henderson Blog

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Reflation Train: Arriving on Time

Reflation Train: Arriving on Time

Dissecting the reflation narrative as we head into the spring/summer inflation surge and vaccine-driven reopenings of 2021.

Uncovering Opportunities in Today’s Bond Market
Credit Interest rates

Uncovering Opportunities in Today’s Bond Market

Where to find opportunities to harvest higher yields with lower sensitivity to rising interest rates.

Choice Growth: Potential Opportunities from High Yield Expansion
Coronavirus Credit

Choice Growth: Potential Opportunities from High Yield Expansion

Why the rise in the size of the high yield bond market is to be welcomed.

Reflation: Is This the Real Thing or Just Fantasy?
Coronavirus Credit Interest rates

Reflation: Is This the Real Thing or Just Fantasy?

A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.

Valuing High Yield’s Improving Credit Quality
Credit

Valuing High Yield’s Improving Credit Quality

Assessing the impact of rising credit quality on high yield spreads.

Exploiting Two-Way Traffic in High Yield
Credit

Exploiting Two-Way Traffic in High Yield

Taking a drive in the auto sector to demonstrate how both upgrades and downgrades can be a source of returns.

High Yield: Passing the Baton from Beta to Alpha
Credit

High Yield: Passing the Baton from Beta to Alpha

With credit spreads gradually tightening, returns will likely become less about market direction (beta) and more about identifying individual opportunities (alpha).

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.

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.

Reaching for Normal: The Outlook for 2021

Reaching for Normal: The Outlook for 2021

Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.