Quick view: Fed turns a page, cuts rates

by Nick Maroutsos

3 weeks ago

​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.

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Asian Credit: where returns may actually match risk

by Nick Maroutsos

1 month ago

​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.

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

by Nick Maroutsos

4 months 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.

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Restricted area - the encroaching politicisation of central banks

by Nick Maroutsos

4 months 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.

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European equities: sensitive to a cyclical recovery?

by James Ross, CFA

4 months ago

​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.

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Maximising opportunities: the importance of correlation and diversification

by Nick Maroutsos

4 months ago

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

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Combatting bond market volatility with global diversification

by Nick Maroutsos

4 months 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.  

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Volatility... down but not out?

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5 months ago

The Global Bonds team at Janus Henderson reflects on the decline in volatility and how asymmetry in market pricing could present opportunities.
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Three key factors facing fixed income in 2019

by Nick Maroutsos

7 months ago
Nick Maroutsos, Co-Head of Global Bonds, shares his views on fixed income markets, discussing factors such as US interest rates and liquidity in 2019, as well any changes to portfolio strategy in the coming year.
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Themes in focus

by Jim Cielinski, CFA

7 months ago
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
 
 
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Plotting a course through volatile bond markets

by Nick Maroutsos

7 months ago

​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.

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Going global for income generation

by Nick Maroutsos

9 months ago
Nick Maroutsos, Co-Head of Global Bonds, explains why – despite the Federal Reserve’s history of dovishness – higher interest rates are likely to stay in the US. He suggests bond investors need to react accordingly, potentially looking globally for the most attractive risk-adjusted income opportunities.
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Equity market neutral: removing the emotion in up or down markets

by Steve Johnstone, CFA

9 months ago
​Steve Johnstone, portfolio manager of the Global Equity Market Neutral strategy, explains why he is ambivalent about market direction in 2019 but would like to see a healthy degree of rationality.
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A crossroads for credit, should we be concerned?

by Jim Cielinski, CFA

11 months ago
In the first of a series of articles on the direction of credit markets, Jim Cielinski, Global Head of Fixed Income, looks at three key factors that could determine their direction.
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Why short duration now

by Daniel Siluk

1 year ago

Members of the Janus Henderson Global Bonds Team explain why the return of positive real interest rates comes at a welcome time.

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​The Italian job – fixed income view on appointment fallout

​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.

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Are investors too fearful?

​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.

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The alternative view – storing cash

​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. 

 
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Market GPS - Outlook 2018

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1 year ago

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.

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ECB quick view: no surprises

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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