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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
Jenna Barnard and John Pattullo believe developed market government bonds have a surprise in store in 2022.
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
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
Defining impact investing, why it is important, and why we are passionate about it.
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.
Blink and you’ll miss it
Are we setting up for one of the shortest business cycles in history?
Truffle hunting in credit
While the easy returns from corporate bonds since the COVID recovery may largely be over, opportunities can still be unearthed via a selective approach.
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
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
Bond markets are once again sending a message on rates. Is anyone listening?
Looking at Bonds Through a Glass Half Full
Finding opportunities in the current bond environment.