For Institutional Investors in the US

Janus Henderson Blog

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Taking Cues from a “Methodical” Fed
Interest rates

Taking Cues from a “Methodical” Fed

Investors would be well-served by following the Federal Reserve’s lead in basing decisions on incoming data.

Reassessing Rates, Risks and Inflation
Interest rates

Reassessing Rates, Risks and Inflation

From the JHI Global Media Conference: A look at the key risks for equity and fixed income markets through the end of 2021.

Inflation Outlook: A Celebration of Growth or Central Bank Complacency?

Inflation Outlook: A Celebration of Growth or Central Bank Complacency?

From the JHI Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.

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.

Rising Interest Rates, Inflationary Regimes and CTA Returns

Rising Interest Rates, Inflationary Regimes and CTA Returns

A discussion on the impact of rising rates on traditional asset classes and trend-following strategies.

When Forecasts Fall Short, Humility and Diversity are Key

When Forecasts Fall Short, Humility and Diversity are Key

On the challenges of forecasting interest rates in uncertain markets.

Not Your Traditional Cycle

Not Your Traditional Cycle

Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.

Market and Economy Giving Fed What It Wants
Interest rates

Market and Economy Giving Fed What It Wants

Even with an update to its interest rate projections that is perhaps overdue, the Fed can still afford to be patient.

I Have Met the Enemy and They Are Me
Interest rates

I Have Met the Enemy and They Are Me

Pondering the question of who is putting money into long-duration bonds at today’s ultra-low rates.

Disappointing Payroll Data Doesn’t Change Our Outlook

Disappointing Payroll Data Doesn’t Change Our Outlook

Head of U.S. Fixed Income Greg Wilensky shares his thoughts on today’s employment report and why it doesn’t change our long-term outlook.

GDP, the Fed and Biden’s Address: Recapping the Last 24 Hours
Interest rates

GDP, the Fed and Biden’s Address: Recapping the Last 24 Hours

A recap and discussion of three significant economic events from the past 24 hours.

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.