How has Emerging Markets Debt (EMD) matured over the decades?
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.
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.
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.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
Credit fundamentals and yields are supportive but an up in quality approach should help mitigate risks.
High income and less sensitivity to credit spread moves underpin the resilience of European AAA CLO performance amid broader market volatility.
Building portfolio resilience is a key objective for investors during uncertain times. How can AAA CLOs offer a potential solution?