Using the 1890s as a guide to bond investing (not the 1980s)

by Jenna Barnard, CFA

3 weeks ago

​Jenna Barnard, Co-Head of Strategic Fixed Income, confesses to not all birthday gifts being a delight to receive but a book from 1892, found by chance in a second-hand book dealer, turned out to be a rare birthday present gem. Its lessons on investing are not only instructive but shine a light on the predicament facing bond investors today.

More
The Fed’s decision: Steady rates today – but lower down the road?

by Nick Maroutsos

3 weeks ago

​Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s decision at its May policy meeting to keep rates steady and why the central bank’s next move could be a rate cut.

More
Restricted area - the encroaching politicisation of central banks

by Nick Maroutsos

3 weeks ago

With central bank independence seeming to be under threat, Nick Maroutsos, Co-Head of Global Bonds at Janus Henderson Investors, explains that the distinction between central banks and politics is not clear cut.

More
Under the bonnet of Euro high yield bond

by Tom Ross, CFA

1 month ago
In this video, Tom Ross, Co-Manager on the Janus Henderson Horizon Euro High Yield Bond Fund, delves into the workings of how the team manage the strategy, including the special role that analysts perform and the inefficiencies they look to exploit when driving returns for investors. 
More
Maximising opportunities: the importance of correlation and diversification

by Nick Maroutsos

1 month ago

​Nick Maroutsos, Co-Head of Global Bonds, considers the importance of understanding correlation in terms of achieving diversification.

More
Combatting bond market volatility with global diversification

by Nick Maroutsos

1 month ago

​Nick Maroutsos, Co-Head of Global Bonds, explains why it is important to focus on quality bonds in periods of potential bond market volatility.  

More
Fed pivot slows advent of cycle’s end

​US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, discuss what the US Federal Reserve's newly dovish stance means for markets.

More
Sector spotlight: food and beverage

by John Lloyd

1 month ago

​John Lloyd, Co-Head of Credit Research, shines the spotlight on the food and beverage sector, exploring the challenges that the industry faces and what this might mean for bond investors.

 
More
How did they miss it? Central bankers and the global economic downturn…

by Jenna Barnard, CFA

1 month ago

​Jenna Barnard, Co-Head of Strategic Fixed Income, explains how and why so many major central banks have been wrong-footed on economic growth in their countries and around the globe.

More
Leveraged loans — a look behind the headlines

by Elissa Johnson

1 month ago

​The financial press has not been short of alarming headlines on leveraged loans in recent months. Elissa Johnson, Portfolio Manager within Janus Henderson’s specialist loans team headed by David Milward, clarifies some of the negativity in the messages from a European perspective...

More
Have we returned to a Goldilocks economy?

by James Cielinski, CFA

1 month ago

​Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.

More
China — the swing factor in global growth

by Jennifer James

1 month ago

​Jennifer James, Lead Analyst within the Emerging Market Debt team, looks at the importance of China both for developed and emerging market growth.

More
European high yield – markets in focus

by Tom Ross, CFA

1 month ago
With central bank policy in flux and conflicting economic data, Tom Ross, Corporate Credit Portfolio Manager, takes a look at the market conditions facing investors in European high yield bonds.
More
Brexit — Theresa May’s final dance?

by Bethany Payne, CFA

2 months ago

Bethany Payne, Portfolio Manager, Global Bonds, assesses the latest twists and turns in the path to Brexit.

 
More
An American flavour to European high yield

​Tom Ross and Tim Winstone, Corporate Credit Portfolio Managers, explore the reasons why US companies are borrowing through European bond markets and why this creates potential opportunities for investors

More
Volatility... down but not out?

by 

2 months ago

The Global Bonds team at Janus Henderson reflects on the decline in volatility and how asymmetry in market pricing could present opportunities.
More
Fascinated by income

by Tom Ross, CFA

2 months ago

​Tom Ross, corporate credit portfolio manager, looks at the idiosyncrasies of the European high yield bond market, one of the last bastions of income in a yield-starved world.

More
Quick view: Fed's dovish stance

by Nick Maroutsos

2 months ago

​With the US economy potentially slowing, the Federal Reserve says it does not expect to raise rates in 2019. Nick Maroutsos, Co-Head of Global Bonds, explains what that could mean for investors.

More
Strategic Fixed Income: early innings of a sovereign bond bull market?

by Jenna Barnard, CFA

2 months ago
Jenna Barnard, Co-Head of Strategic Fixed Income, shares her latest views on the bond markets; remaining bullish on duration and retaining a defensive stance in credit.
More
Brexit — remainers have their day but threaten long delay

by Bethany Payne, CFA

2 months ago

Bethany Payne, Portfolio Manager, Global Bonds, summarises the latest developments in the parliamentary votes on the Brexit withdrawal agreement, the terms by which the UK will leave the European Union, looking at their potential meaning, future outcomes and impact on the markets. 

 
More

Important message