Five years on: Janus Henderson Horizon Global High Yield Bond Fund

par Seth Meyer, Tom Ross

il y a 3 jours

​The Janus Henderson Horizon Global High Yield Bond Fund reached its five year milestone on 19 November 2018. Discover what has been behind the strong performance in the fund and the managers' outlook for the near term

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QE is dead, long live enhanced forward guidance and reinvestments

par Andrew Mulliner

il y a 3 jours

​Andrew Mulliner, portfolio manager within the Global Bonds team, reveals an inconsistency within the European Central Bank’s decision to end quantitative easing.

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Flexibility in a low yield world

par Andrew Mulliner

il y a 4 jours
Andrew Mulliner, Portfolio Manager within Global Bonds shares his views on where we are in the economic cycle, pointing out that the rising rates environment is not a global phenomenon.
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Strategic Fixed Income: visible signs of a late-cycle world

par Jenna Barnard, John Pattullo

il y a 1 semaine
A concoction of elements all point to the fact that the global economy is now definitively in the late-cycle stage, while narrative fallacies flourish in the markets. 
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Perspectives on US high yield

par Seth Meyer

il y a 1 semaine
In this video, Portfolio Manager Seth Meyer discusses the US high-yield fixed income market, including how it has changed compared with ten years ago and the current health of fundamentals and technicals within the sector.
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Perspectives on the credit cycle

par Tom Ross

il y a 2 semaines
Tom Ross, credit portfolio manager, discusses what the end of the credit cycle might look like. He looks at opportunities amid spread widening, the potential risk of BBB downgrades and how the rise of dispersion is affecting different sectors and individual credits.
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BBB securities: a reach for yield with long-term repercussions?

par Daniel Siluk, Jason England, Nick Maroutsos

il y a 3 semaines
As investors seek higher returns following a long period of very low rates, issuers are taking advantage by issuing longer-term debt for lower-rated securities, notably in the BBB sector. In this video, Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England discuss the risks presented by a large influx of BBB-rated securities.
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Global Bonds: three big themes to shape the markets in 2019

par Andrew Mulliner, Ryan Myerberg

il y a 3 semaines

​Andrew Mulliner and Ryan Myerberg, Portfolio Managers within Global Bonds, share their thoughts on the risks and opportunities ahead for fixed income investors in 2019, which they believe revolve around three big market themes.

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Obligataire stratégique : est-ce déjà la fin du cycle ?

par Jenna Barnard, John Pattullo

il y a 3 semaines
Les marchés ont finalement intégré l’idée d'une fin de cycle dans leurs économies, et John Pattullo et Jenna Barnard, Co-responsables Obligataire stratégique, nous font part de leur réflexion sur le sujet et expliquent les risques et les opportunités qui découlent de ce thème  en 2019.

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Passer à l'international pour générer du revenu

par Nick Maroutsos

il y a 3 semaines
Le co-responsable des Obligations internationales Nick Maroutsos explique pourquoi – malgré l'historique accommodant de la Réserve fédérale – les taux d'intérêt devraient rester plus élevés aux États-Unis. Il suggère aux investisseurs obligataires de réagir en conséquence, et d'envisager les autres régions du monde pour trouver les opportunités de rendements ajustés au risque les plus attractives.
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Gestion obligataire : la flexibilité sera de rigueur en 2019

par Seth Meyer, Tom Ross

il y a 3 semaines
Alors que la Réserve fédérale américaine risque de procéder à un resserrement beaucoup trop agressif, et que les cycles économiques et du crédit continuent de progresser, les gérants de portefeuilles obligataires Seth Meyer et Tom Ross insistent sur l'importance d’avoir une approche humble par rapport aux obligations, où le capital peut être alloué de façon dynamique aux opportunités ajustées du risque les plus solides et ce, qu’elle que soit la classe d'actifs.
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European secured loans — enticing spreads

par Elissa Johnson

il y a 1 mois

​Elissa Johnson, Portfolio Manager within the Secured Loans Team, explains the reasons why European secured loans continue to represent an appealing investment opportunity.

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Prêteriez-vous de l’argent à cet homme?

par Andrew Mulliner, Ryan Myerberg

il y a 1 mois

Andrew Mulliner et Ryan Myerberg, gestionnaires de portefeuille de l’équipe Global Bonds de Janus Henderson Investors, discutent sans ambages de l’augmentation de la dette américaine et de ses conséquences pour les investisseurs obligataires.

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Global bonds: relative value in rates and currency on our radar in 2019

par Christopher Diaz

il y a 1 mois

In these later stages of the credit cycle, Chris Diaz, Co-Head of Global Bonds, expects relative value trades in rates and currency to offer an attractive and defensive opportunity set in 2019.

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Credit selection in a late-cycle environment

par Rebecca Young

il y a 1 mois

​Rebecca Young, Portfolio Manager within the Strategic Fixed Income team, shares her views on the topical issues in credit markets, explaining where she and the team see risks and opportunities. 

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Emerging markets credit: China’s response to deceleration to shape growth prospects in 2019

par Steve Drew

il y a 1 mois

Steve Drew, Head of Emerging Markets Credit, sees politics as a driver of risk sentiment in 2019 although at an economic level China’s policy response to deceleration and trade disputes will shape growth prospects.

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The delicate act of managing China’s debt load

par Thomas O'Mahony

il y a 2 mois

Tom O’Mahony, Portfolio Manager within the Global Bonds Team, discusses Chinese authorities’ balancing act of curtailing debt issuance while maintaining economic growth.

 
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Thoughts and bonds: the beginning of the end

​‘Thoughts and bonds’ is a quarterly view and outlook for the fixed income markets from several fixed income managers who share their insights on potential investment risks and opportunities.

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Central bank watch: ECB quick view

par Thomas O'Mahony

il y a 2 mois

​Thomas O'Mahony, portfolio manager within the Global Bonds team at Janus Henderson Investors, gives his view on the latest policy meeting by the European Central Bank

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Quel sera l'impact des écarts de taux sur les marchés obligataires ?

par Jenna Barnard

il y a 2 mois
J. Barnard, co-Responsable Strategic Fixed Income, évoque un thème qui devrait dominer les perspectives des marchés obligataires développés au cours des années à venir.

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