Style: Rendement total

Fasciné par le revenu

par Tom Ross

il y a 2 jours

​Tom Ross, gérant d’obligations d’entreprises, examine les particularités du marché européen des obligations à haut rendement, l'un des derniers bastions du revenu dans un monde en manque de rendement.

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

par Jenna Barnard

il y a 6 jours
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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European equities: a growing watch list of opportunities

par Jamie Ross, CFA

il y a 1 semaine
In this video update, European equities manager James Ross outlines his ‘balanced, slightly bullish’ views on the European market. While investors’ attention has been caught up by political theatrics, escalating trade tensions and signs of slowing growth across the globe, James continues to focus on good quality businesses that he believes can consistently deliver a high return on capital over time.
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BBB debt — it’s complicated

par Nicholas Ware

il y a 2 semaines

​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 sur le crédit

par Tom Ross

il y a 2 semaines
Alors que les données économiques déçoivent et que les banques centrales reviennent sur leur rhétorique de resserrement, Tom Ross, gérant de portefeuille (Credit Corporate), examine ce que cela signifie pour les marchés des obligations d’entreprises.​
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Macro signals — early signs often come from the ground

par John Pattullo

il y a 1 mois

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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La fin des hausses de taux aux États-Unis ?

par Nick Maroutsos

il y a 2 mois

Nick Maroutsos – co-responsable de la gestion obligataire mondiale, explique pourquoi la Réserve fédérale américaine a probablement appuyé sur le bouton pause en ce qui concerne les futures hausses de taux.​

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Themes in focus

par James Cielinski

il y a 2 mois
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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Inflation: is that it?

par John Pattullo

il y a 2 mois
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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Five years on: Janus Henderson Horizon Global High Yield Bond Fund

par Seth Meyer, Tom Ross

il y a 3 mois

​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 mois

​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 3 mois
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 3 mois
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 3 mois
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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Marchés obligataires : retour à la normale après des politiques de relance sans précédent

par James Cielinski

il y a 4 mois
Pour Jim Cielinski, Responsable mondial de la gestion obligataire et des obligations d’entreprises (« Global Head of Fixed Income and Head of Corporate Credit »), en 2019 les investisseurs vont avoir du mal à s’adapter à la fin des politiques ultra-accommodantes.
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Obligataire stratégique : est-ce déjà la fin du cycle ?

par Jenna Barnard, John Pattullo

il y a 4 mois
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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Prêteriez-vous de l’argent à cet homme?

par Andrew Mulliner

il y a 4 mois

Andrew Mulliner, gérant de portefeuille au sein de l’équipe Obligations internationales de Janus Henderson Investors, nous parle sans langue de bois 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 4 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 4 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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Un approche flexible des marchés divergents

par James Cielinski

il y a 4 mois
Jim Cielinski, Global Head of Fixed Income, explique pourquoi, selon lui, une approche flexible de l’obligataire peut s'avérer précieuse sur des marchés divergents.
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