Classe d'actifs: Obligations

How will ongoing interest rate divergence impact bond markets?

par Jenna Barnard

il y a 2 semaines
Jenna Barnard, Co-Head of Strategic Fixed Income, explains how the persistence of interest rate divergence remains central to the team’s thinking on the outlook for the bond markets.
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Le marché du crédit à la croisée des chemins. Faut-il s'en inquiéter ?

par James Cielinski

il y a 3 semaines
Jim Cielinski, Global Head of Fixed Income chez Janus Henderson Investors, analyse trois facteurs clés susceptibles de déterminer l'orientation des marchés du crédit.
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View from EM Credit desk: assessing the fallout from Turkey’s crisis

par Steve Drew

il y a 1 mois

Steve Drew, Head of Emerging Market (EM) Credit, provides an update on the current situation in Turkey and shares the team’s views on what could lie in store for the country and the likelihood of contagion from the crisis to the rest of the globe.

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Essentials: Total Return Bond Strategy

par Andrew Mulliner, Ryan Myerberg

il y a 1 mois
In this ‘Essentials’ video, Andrew Mulliner and Ryan Myerberg, portfolio managers within Global Bonds, outline the key features of the Total Return Bond strategy, which benefits from a global, unconstrained and flexible approach to fixed income investing.
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Un canari dans la mine de charbon

par Hartej Singh

il y a 2 mois

Hartej Singh, gérant de portefeuille, explique ce que les augmentations sectorielles de l'offre et les pondérations de l'indice ont impliqué par le passé et pourquoi cela les conduit à agir avec prudence sur les obligations du secteur de la technologie, de l'immobilier et de la santé.

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Quick view: hawkish BoE at odds with market?

par Bethany Payne

il y a 2 mois

The Bank of England (BoE) raised rates by 25 basis points at today’s Monetary Policy Committee (MPC) meeting, retaining its commitment for further gradual and limited increases. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the outcome of the meeting. 

 
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Why short duration now

par Daniel Siluk

il y a 2 mois

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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Thoughts and bonds: dealing with divergence

​‘Thoughts and bonds’ provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team, where they share their insights on potential investment risks and opportunities.

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The Amazonisation effect and bonds

par John Pattullo

il y a 2 mois
In this webcast, John Pattullo, Co-Head of Strategic Fixed Income, will share his thoughts on digital disruption, with Amazon as the leading example of how this new structural force can erode margins, put established businesses at risk and send deflationary waves across the economies. Bond fund managers need to rethink their strategies carefully to profit from this trend.
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Quick view: Bank of England’s new hawkish tilt

par Bethany Payne

il y a 3 mois

The Bank of England (BoE) kept the Bank Rate steady at 0.5% at today’s Monetary Policy Committee (MPC) meeting but surprised the markets by adopting a more hawkish stance. Bethany Payne, Portfolio Manager, Global Bonds, explains what changed and the implications of the decision.

 
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Strategic Fixed Income — the turn of the global liquidity cycle

par Jenna Barnard

il y a 3 mois
Jenna Barnard, Co-Head of Strategic Fixed Income, explains the team’s thinking on the bond markets, which revolves around the themes of interest rate divergence and US dollar strength.
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Quick view: ECB maintains flexibility and optionality

par Thomas O'Mahony

il y a 3 mois

 The European Central Bank (ECB) updated its guidance on both its asset purchase programme (APP) and interest rates at today’s meeting of the Governing Council in Riga. Thomas O’Mahony, Portfolio Manager, explains what changed and the reasons behind the decision. 

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Quick view: higher and higher - the Fed continues to hike

par Darrell Watters, Mayur Saigal

il y a 3 mois

Head of US Fundamental Fixed Income Darrell Watters and Portfolio Manager Mayur Saigal react to the US Federal Reserve’s most recent rate hike and discuss what is to come.

 
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Debt build-up in debt collectors

par 

il y a 3 mois

​The Corporate Credit Team at Janus Henderson Investors looks at some of the factors that are encouraging them to be cautious towards companies operating in the debt collection sector.

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Obligations stratégiques: changement de régime important de l'inflation? Non.

par Jenna Barnard, John Pattullo

il y a 4 mois
Dans cette vidéo, les co-responsables de la gestion obligations stratégiques, John Pattullo et Jenna Barnard, partagent leur évaluation de l'impact des prévisions de hausse de l'inflation dans les pays développés et leur point de vue sur un éventuel enracinement de l'inflation élevée.
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Maintenir la flexibilité des portefeuilles obligataires au vu du ralentissement de la croissance mondiale

par Nick Maroutsos

il y a 4 mois

Le gérant Nick Maroutsos explique pourquoi le ralentissement de la croissance économique mondiale pourrait conduire les banques centrales à passer à côté de la normalisation de leurs politiques et pourquoi un cycle économique moins synchrone peut être source d'opportunités.

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Corporate bonds: Russian dolls in credit cycles

par Tom Ross

il y a 4 mois

Tom Ross, Credit Portfolio Manager, looks at developments in credit markets in 2018 and suggests that mini cycles within broader credit cycles can create opportunities

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Marchés obligataires  — reprise de la volatilité en vue

par Andrew Mulliner

il y a 4 mois

Andrew Mulliner, gérant, revient sur les développements survenus sur le marché des obligations cette année et présente ces perspectives, tout en soulignant les principaux domaines sur lesquels il se concentrera au sein de ses portefeuilles jusqu'à la fin de l'année.

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De la convergence à la divergence

par 

il y a 4 mois

Les autres banques  centrales s'écartent-elles de la politique de resserrement de la Réserve Fédérale américaine ? Plusieurs gérants obligataires de Janus Henderson Investors évaluent les implications pour les marchés obligataires.

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EM Credit Insight: why Emerging Market corporate bonds?

par Steve Drew

il y a 4 mois

The Emerging Market (EM) corporate debt market is a large and diverse stand-alone asset class. Since its formal introduction in 2002, the EM corporate bond universe has grown exponentially but despite its scale and breadth, many investors are unaware of its merits. In this report we seek to highlight the attributes of EM corporate debt, and compare it with its sovereign debt counterpart.

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