Global Perspectives

Fixed Income Perspectives

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

Janus Henderson Corporate Debt Index

The Corporate Debt Index is the first edition in a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.

Equity Perspectives

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

LATEST INSIGHTS

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Can the Market’s Immunity Last?
Quick Views Coronavirus Credit

Can the Market’s Immunity Last?

With economic momentum and corporate bond market strength waning, we more closely examine the outlook for corporate credit.

From Bond Glut to Bond Drought: A Strategic Fixed Income View

From Bond Glut to Bond Drought: A Strategic Fixed Income View

Why the second half of 2020 could see lower net issuance in corporate bond markets following the dizzying volume of new bond issues in the first half.

A More Stable Outlook for the European High-Yield Market

A More Stable Outlook for the European High-Yield Market

The outlook for the European high-yield market and why we expect it to be relatively stable in the months ahead.

Breaking the Link: GDP Declines and Default Rates

Breaking the Link: GDP Declines and Default Rates

Why we believe corporate default rates may end up being relatively low despite the pandemic-induced economic shock.

The Shape of Credit

The Shape of Credit

A look at factors shaping credit markets, from central bank support to potential resilience from financials.

Beyond the Nadir: What’s Next for Fixed Income

Beyond the Nadir: What’s Next for Fixed Income

Little more than two months after global markets dramatically sold off on worries over COVID-19, have fixed income markets returned to “normal”?

Are near-term debt levels a distraction?

Are near-term debt levels a distraction?

Credit portfolio managers John Lloyd and Tim Winstone argue that markets are fixated with the near-term expansion in debt levels when a deeper look at credit fundamentals shows a more nuanced picture.

Taking higher-quality risk in core plus bond portfolios

Taking higher-quality risk in core plus bond portfolios

Greg Wilensky, Head of U.S. Fixed Income, discusses the importance of identifying and diversifying risk factors in bond portfolios.

The long-term opportunity in structured securities

The long-term opportunity in structured securities

The Securitized Debt team discusses its positive long-term outlook for U.S. structured securities in higher-quality, seasoned and shorter-dated exposures.

A negative fed funds rate: not yet willing – or needing – to go “there”

A negative fed funds rate: not yet willing – or needing – to go “there”

Co-Head of Global Bonds Nick Maroutsos states that even without negative interest rates, bond portfolios must work harder to achieve desired results.

Fixed Income Update: Credit Markets, Government Bonds and Inflation

Fixed Income Update: Credit Markets, Government Bonds and Inflation

An update on the tsunami of new issuance in credit markets, plus our views on inflation.

A Healthy Outlook for U.S. Banks

A Healthy Outlook for U.S. Banks

Why we remain positive on the outlook for U.S. banks after looking carefully at their first quarter earnings.