Le marché du crédit à la croisée des chemins ?

par James Cielinski

il y a 2 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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Quick view: Bank of England’s new hawkish tilt

par Bethany Payne

il y a 1 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 1 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 1 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 1 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 1 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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Corporate bonds: Russian dolls in credit cycles

par Tom Ross

il y a 2 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 2 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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Obligations stratégiques: changement de régime important de l'inflation? Non.

par Jenna Barnard, John Pattullo

il y a 2 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 2 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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De la convergence à la divergence

par 

il y a 2 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 2 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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​The Italian job – fixed income view on appointment fallout

par Andrew Mulliner, Tim Winstone

il y a 2 mois

​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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Quick view:  Bank of England’s thesis challenged by recent data

par Thomas O'Mahony

il y a 2 mois

The Bank of England left its benchmark Bank Rate at 0.5% today as widely anticipated, while only a month ago, markets were positioning for a hike. Thomas O’Mahony, Portfolio Manager, explains what changed and where next for rates in the UK.

 
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Les investisseurs sont-ils trop craintifs ?

par Daniel Siluk, Nick Maroutsos

il y a 2 mois

Nick Maroutsos et Daniel Siluk, gérants de portefeuille obligataire chez Janus Henderson Investors, discutent des perspectives de marché et évaluent si l'inflation et l'aplatissement de la courbe des rendements constituent des sources d'inquiétude.

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Strategic Fixed Income: disruptive technology and the bond angle

par Rebecca Young

il y a 3 mois
Rebecca Young, Portfolio Manager within Strategic Fixed Income, highlights interesting start-up businesses that presented at a recent disruptive technology conference and explains why bond managers should take note. She also explains why disruption ties in to the team’s long term deflationary view.
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Quick view: Three P’s at the ECB meeting

par Thomas O'Mahony

il y a 3 mois

The European Central Bank (ECB) meeting and Mario Draghi’s press conference on Thursday 26 April produced no concrete action as both policy and temperament remained unchanged. Thomas O’Mahony, Portfolio Manager, explains why the meeting was no game-changer for the markets.

 
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Thoughts and bonds: navigating rising rates

​‘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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Secured Loans Insight: European loans in perspective

par David Milward, Elissa Johnson

il y a 4 mois

​In this edition of the Secured Loans Insight, David Milward, Head of Secured Loans, and Elissa Johnson, Director of Loans, explain why in a world of uninspiring total return forecasts for most  areas of fixed income, loans continue to represent an attractive alternative.

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Une approche de diversification sélective

par Andrew Mulliner

il y a 4 mois

Andrew Mulliner, gérant de portefeuille obligataire chez Janus Henderson Investors, explique pourquoi avoir toute latitude pour allouer les actifs entre différentes catégories d'obligations permet d'exploiter au mieux la diversité de la classe d'actifs.

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