For Institutional Investors in the US

Janus Henderson Blog

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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.

Breaking Down Risk in High-Yield Bonds
Credit

Breaking Down Risk in High-Yield Bonds

A closer look at the different measures of risk in high-yield bonds.

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.

The Turn: High Yield on the Road to Deleveraging
Credit

The Turn: High Yield on the Road to Deleveraging

Does the trajectory of credit fundamentals support the strength in high yield bond markets?

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.

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.