Balancing risk and income in a more complex environment.
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 credit spreads at historic tights and rates moving higher, investors should focus on resilient yield, as there is limited room for price appreciation.
How geopolitics is creating tactical opportunities within the chemical sector.
Current trends, risks, and opportunities for investors within the office real estate market.
Tom Ross and Tim Winstone, fixed income portfolio managers at Janus Henderson, reflect on why corporate bond markets are resilient in the face of geopolitical tensions.
Private credit managers should prioritize liquidity management, diversification, and transparency to better suit a broader investor base.
Exploring why European loans may be well-structured to withstand a period of uncertainty
A more diversified, outcome‑oriented approach to fixed income designed to improve risk‑adjusted results over time.
Capital markets are expanding beyond traditional benchmarks as tokenization and AI unlock new opportunities.
Securitised credit has navigated recent market volatility with resilience. We explore the role of diversification, floating rate exposure and active management in today’s environment.
Venezuela is re‑entering strategic focus as recovery discussions gather pace. A recent research trip suggests momentum is real, though progress remains fragile and uneven.