Style: Rendement total

Strategic Fixed Income — let’s talk inflation

par Jenna Barnard

1 il y a … an
Ahead of the release of US inflation data tomorrow, Co-Head of Strategic Fixed Income, Jenna Barnard, discusses the markets’ fixation on a regime shift in inflation and the resulting impact on government bonds. The Strategic Fixed Income Team, however, see a different scenario playing out in the long term.
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Thoughts and bonds - a balancing act

'Thoughts and bonds' provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team, giving insights on potential risks and opportunities ahead.

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Flexible Fixed Income entretien avec Ignacio De La Maza

par Ignacio De La Maza

1 il y a … an
Ignacio De La Maza, Directeur Wholesale, Europe continentale chez Janus Henderson Investors, est convaincu que les investisseurs doivent aborder les marchés obligataires différemment, d'autant plus en 2018, qui s'annonce comme une année de transition. Tirant les enseignements de son ancienne carrière de sportif, il explique pourquoi le fait d'adopter une approche flexible lors d'un investissement en obligations a du bon.
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Market GPS - Outlook 2018

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1 il y a … an

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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Milestone - Three years on: Janus Henderson Horizon Emerging Market Corporate Bond Fund

par Steve Drew

1 il y a … an

​The Janus Henderson Horizon Emerging Market Corporate Bond Fund reached its three year anniversary in November 2017. The fund has successfully demonstrated the strength of its strategy by delivering a 1st percentile performance since launch with significantly lower volatility than its peers.

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Inflation — le chien qui n'aboie jamais

par John Pattullo

1 il y a … an

La plus grosse surprise de l'année 2017 est venue des prévisions sans cesse erronées s'agissant non seulement des rendements obligataires, mais aussi de l'inflation. John Pattullo, co-responsable de la gestion obligataire stratégique, évoque les raisons sous-jacentes pour lesquelles nombre de relations, hypothèses et modèles économiques traditionnels ne semblent pas perdurer dans le monde relativement dystopique dans lequel nous vivons.

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Essentials: Emerging Market Credit Strategy in three minutes

par Steve Drew

1 il y a … an
Steve Drew, Head of Emerging Market Credit, introduces his strategy, highlighting the investment approach and philosophy, differentiators of the team’s investment style and why investors should consider an actively managed approach to investing in emerging market corporate bonds.
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Essentials: Strategic Fixed Income overview

par Jenna Barnard, John Pattullo

1 il y a … an
In this ‘Essentials’ video, Co-Heads of the Strategic Fixed Income at Janus Henderson Investors, John Pattullo and Jenna Barnard, provide an overview of the team’s philosophy and approach to investments, while outlining the factors that differentiate their style from peers.
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Essentials: Strategic Fixed Income

par Jenna Barnard, John Pattullo

1 il y a … an
In this ‘Essentials’ video, Co-Heads of the Strategic Fixed Income at Janus Henderson Investors, John Pattullo and Jenna Barnard, provide an overview of the team’s philosophy and approach to investments, while outlining the factors that differentiate their style from peers.
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Strategic Fixed Income : divergences et ruptures restent au menu de 2018

par Jenna Barnard

1 il y a … an
Jenna Barnard, Co-Head of Strategic Fixed Income, dresse le bilan de l'année 2017 et nous fait part de ses réflexions sur les grandes thématiques susceptibles d'influencer les marchés du crédit et nos portefeuilles Strategic Fixed Income l'an prochain.
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Un cycle relativement inhabituel — la contraction du marché « high yield »

par Arjun Bhandari, Jenna Barnard

1 il y a … an

Ce cycle économique et de crédit présente différents aspects, ce qui continue de surprendre les investisseurs et diffère fortement de ce que l’on attend, traditionnellement, de la part d’un marché haussier vieillissant.  Jenna Barnard explore un aspect, unique au marché « high yield », qui peut permettre d’expliquer la demande insatiable d’obligations.

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ECB quick view: no surprises

par Andrew Mulliner, Tim Winstone, Tom Ross

1 il y a … an

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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Reprise en racine carrée

par John Pattullo

1 il y a … an

La reprise économique observée depuis l'avènement de la crise financière mondiale il y a 10 ans s'est avérée l'une des plus poussives et des plus longues de l'histoire moderne. John Pattullo, Co-Head of Strategic Fixed Income, nous donne son opinion sur l'évolution passée et future de la croissance économique.

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Thoughts and Bonds: uncharted territory
The latest quarterly view on the fixed income environment and outlook from senior members of the Fundamental Fixed Income Team.
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Focus sur le haut rendement

par Thomas Hanson

1 il y a … an
Thomas Hanson, gérant de portefeuille obligataire, se penche, dans cette vidéo, sur certains des facteurs façonnant le marché européen des obligations à haut rendement.
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EM Credit view - more of a carry-type year for the next six months

par Steve Drew

1 il y a … an
Steve Drew, Head of Emerging Market Credit, explains why the current macro backdrop should continue to be benign for emerging markets, what his expectations are for returns in the next 12 months and where he sees the best investment opportunities.
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Meeting of minds: fixed income perspective

par Steve Goldman

1 il y a … an
Steve Goldman, Portfolio Manager, Head of Kapstream and member of the Macro Fixed Income team, provides an insightful view on fixed income markets and explains why the market is moving towards the team's view on central bank tightening.
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FAKE NEWS ALERT!

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1 il y a … an

​The credit team in London give their views on yield differentials in high yield markets, explaining how differences can be rationalised once broader factors are taken into account.

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Market complacency hints at lack of prep for central bank unwinding

par Nick Maroutsos

1 il y a … an

Nick Maroutsos, Portfolio Manager, notes that the unwinding of central bank balance sheets may not be as tranquil as markets are currently anticipating.

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Perspectives pour les obligations mondiales à haut rendement.

par Seth Meyer, Tom Ross

2 il y a … ans

Tom Ross et Seth Meyer, co-gérants du Henderson Horizon Global High Yield Bond Fund, répondent aux questions concernant leurs perspectives pour les obligations mondiales à haut rendement.

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