The doubling of Japanese sovereign bond yields over the past year could have negative ramifications for government issuers around the word.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
With the Fed not certain how to navigate the potential impact of tariffs, we discuss how investors might be inviting undue risk within bond portfolios.
Healthcare is the largest sector within the Collateralised Loan Obligation (CLO) universe. How can CLO investors navigate this environment?
Reviewing the potential impact of tariffs on US inflation from multiple angles.
Can the EU's securitisation reforms stimulate growth in the economy, while still safeguarding financial stability?
Integrating ABS in portfolios is like core-strengthening exercises, enhancing their stability, flexibility, and resilience, while optimising risk-adjusted returns.
Assessing the impact of higher mortgage rates on U.S. homeowners.
Looking at whether bond yields can offer predictive information about total returns from bonds.
Ali Dibadj, CEO, speaks with Janus Henderson’s experts about shifting market dynamics and the growing demand for active management.
Resilient hard economic data give the Fed cover to further observe the possible inflationary impact of still-uncertain tariffs.
The case for multisector bond funds as a core fixed income allocation.