For Individual Investors in the US

Janus Henderson Blog

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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.

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.

Remember the Benefits of Bonds
Interest rates

Remember the Benefits of Bonds

Navigating a core bond portfolio in a rising rate environment.

Shifting Yields and Shifting Attitudes

Shifting Yields and Shifting Attitudes

Investors are repricing inflation risk within bond markets, but there may be more to consider.

Giving Savers a Chance in Short-Duration Fixed Income

Giving Savers a Chance in Short-Duration Fixed Income

Negative real yields have punished savers for much of the past decade.

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.

Biden’s Stimulus Plan: No Free Lunch
Interest rates

Biden’s Stimulus Plan: No Free Lunch

Considering the implications of President Biden’s planned $1.9 trillion fiscal stimulus for the U.S. economy, monetary policy and the markets.

Building Robust Bond Portfolios in a Low-Rate World
Interest rates

Building Robust Bond Portfolios in a Low-Rate World

A discussion of the challenges – and unique opportunities – associated with building bond portfolios in a world with historically low interest rates.