by Nick Maroutsos
Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s first rate cut in more than a decade and what it means for investors.
Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.
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.
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.
by James Ross, CFA
European equities manager Jamie Ross explains his rationale for focusing on company fundamentals when investing in Europe, and gives some insight into the characteristics he values for his long-term strategy.
Nick Maroutsos, Co-Head of Global Bonds, considers the importance of understanding correlation in terms of achieving diversification.
Nick Maroutsos, Co-Head of Global Bonds, explains why it is important to focus on quality bonds in periods of potential bond market volatility.
by Jim Cielinski, CFA
Nick Maroutsos, Co-Head of Global Bonds, explains why the US Federal Reserve (Fed) will likely not meet its 2019 interest rate forecast and how investors might position themselves for a more subdued rate path.
by Steve Johnstone, CFA
by Daniel Siluk
Members of the Janus Henderson Global Bonds Team explain why the return of positive real interest rates comes at a welcome time.
by Andrew Mulliner, CFA, Tim Winstone, CFA
In appointing a prime minister that was not of the majority populist parties’ choosing, President Mattarella of Italy reignited political strife in Italy and sent shudders through asset markets. Portfolio managers Andrew Mulliner and Tim Winstone consider the implications for fixed income.
by Daniel Siluk, Nick Maroutsos
Nick Maroutsos and Daniel Siluk, fixed income portfolio managers at Janus Henderson Investors, discuss the prospects for markets and whether inflation and a flattening of the yield curve are causes for concern.
by Aneet Chachra, CFA, Steve Cain
Aneet Chachra and Steve Cain, Portfolio Managers within the Diversified Alternatives team at Janus Henderson, look at the maturity profiles on Treasuries compared with their 'risk of loss' history to reach conclusions about where value might lie within shorter maturities.
In this issue of Market GPS, investment professionals at Janus Henderson share their insight on some of the key questions facing investors, including what might trigger volatility, whether central bank efforts to normalise monetary policy may prove disruptive and who are the likely winners from technological innovation.
by Andrew Mulliner, CFA, Tim Winstone, CFA, Tom Ross, CFA
Portfolio managers covering investment grade, high yield and the wider fixed income markets provide their reaction to the latest policy announcement from the European Central Bank.
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