Objective: Income

Asian Credit: where returns may actually match risk

by Nick Maroutsos

1 week 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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Downturn implications and a reconvergence of rates

by Jenna Barnard, CFA

1 week ago

​Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.

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High yield bond: pushing boundaries

​The dovish tilt to global monetary policy should be supportive of asset prices in the near term but portfolio managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high yield bonds.

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Do you remember the Great Financial Crisis?

by John Pattullo

1 month ago

​John Pattullo, Co-Head of Strategic Fixed Income, explains how after the failure of QE to generate any sustainable growth or inflation the dial has turned to various forms of fiscal policy. But as he argues, a successful formula has to combine fiscal and monetary policies with structural reform.

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

by Jenna Barnard, CFA

3 months 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.

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Under the bonnet of Euro high yield bond

by Tom Ross, CFA

3 months 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. 
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Positive outlook for dividends

by Ben Lofthouse, CFA

3 months ago
In this video update Ben Lofthouse, Head of Global Equity Income, discusses where he sees risks and opportunities for income investors, and explains that while global dividend growth could moderate in 2019 it is still expected to be positive.
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Combatting bond market volatility with global diversification

by Nick Maroutsos

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

by Jenna Barnard, CFA

3 months 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.

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European high yield – markets in focus

by Tom Ross, CFA

3 months 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.
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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

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Volatility... down but not out?

by 

4 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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Fascinated by income

by Tom Ross, CFA

4 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.

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

by Jenna Barnard, CFA

4 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.
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BBB debt — it’s complicated

by Nicholas Ware

4 months ago

​Nicholas Ware, Portfolio Manager within the Strategic Fixed Income team, discusses the unusually rapid growth of the BBB market for bonds and the implications for the high yield market given where we are in the economic cycle.


 
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Perspectives on credit

by Tom Ross, CFA

4 months ago
As economic data disappoints and central banks row back on their tightening rhetoric, Tom Ross, Corporate Credit Portfolio Manager, considers what this means for corporate bond markets.
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Macro signals — early signs often come from the ground

by John Pattullo

5 months ago

John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.

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Inflation: is that it?

by John Pattullo

6 months ago
John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors, which in his opinion, indicate that current inflation is much more cyclical than structural.
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Themes in focus

by Jim Cielinski, CFA

6 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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High yield - navigating a slowdown

​Credit managers Tom Ross, Thomas Hanson and Seth Meyer contrast the current backdrop for high yield with previous tightening cycles, indicating that dispersion can be the friend of the active investor.

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