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Janus Henderson Blog

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High-Yield Bonds: Looking Under the Hood
Annual Outlook Credit

High-Yield Bonds: Looking Under the Hood

Why we believe high-yield bond returns in 2022 will be driven more by understanding the mechanics of individual companies’ fundamentals.

Strategic Fixed Income: A More Fertile Environment for Bond Returns
Annual Outlook Credit

Strategic Fixed Income: A More Fertile Environment for Bond Returns

Jenna Barnard and John Pattullo believe developed market government bonds have a surprise in store in 2022.

Tapering Without the Tantrum
Credit Interest rates

Tapering Without the Tantrum

Why the Fed tapering its MBS purchases should go smoother than last time.

China’s Three Cs: COVID, Consumption and Credit
China Coronavirus Credit

China’s Three Cs: COVID, Consumption and Credit

How policies enacted by China’s government toward COVID-19, consumption and credit are likely to shape China’s near-term trajectory.

Introducing Impact Investing at Janus Henderson

Introducing Impact Investing at Janus Henderson

Defining impact investing, why it is important, and why we are passionate about it.

The Return of Multiplicity

The Return of Multiplicity

A discussion of several important issues confronting bond markets, including the role of sustainability in fixed income as the UN Climate Change Conference approaches.

China’s Economic Rebalancing Casts a Cloud on Property
China Credit

China’s Economic Rebalancing Casts a Cloud on Property

The far-reaching implications of China’s efforts to rebalance its economy.

The Case for Alternatives in a Buoyant Market
Credit Interest rates Volatility

The Case for Alternatives in a Buoyant Market

After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.

Global Perspectives: No One’s Listening to the Bond Markets
Credit Interest rates

Global Perspectives: No One’s Listening to the Bond Markets

Bond markets are once again sending a message on rates. Is anyone listening?

Looking at Bonds Through a Glass Half Full
Credit Interest rates

Looking at Bonds Through a Glass Half Full

Finding opportunities in the current bond environment.

Total Corporate Debt Soared to Record High in 2020
Coronavirus Credit

Total Corporate Debt Soared to Record High in 2020

Companies took on record new debts totaling $1.3 trillion in 2020 as global profits plunged by a third.

Come on Down: Is Inflation Priced Right?

Come on Down: Is Inflation Priced Right?

A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.