Using the 1890s as a guide to bond investing (not the 1980s)

par Jenna Barnard

il y a 3 semaines

​Jenna Barnard, Co-Head of Strategic Fixed Income, confesses to not all birthday gifts being a delight to receive but a book from 1892, found by chance in a second-hand book dealer, turned out to be a rare birthday present gem. Its lessons on investing are not only instructive but shine a light on the predicament facing bond investors today.

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Dans les rouages du fonds Janus Henderson Horizon Euro High Yield Bond Fund

par Tom Ross

il y a 1 mois
Dans cette vidéo, Tom Ross, le co-gérant du fonds Janus Henderson Horizon Euro High Yield Bond Fund, se penche sur la manière dont l’équipe gère la stratégie, y compris sur le rôle particulier des analystes et sur les inefficiences qu’ils cherchent à exploiter afin de générer des performances positives pour les investisseurs.
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How did they miss it? Central bankers and the global economic downturn…

par Jenna Barnard

il y a 1 mois

​Jenna Barnard, Co-Head of Strategic Fixed Income, explains how and why so many major central banks have been wrong-footed on economic growth in their countries and around the globe.

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Focus sur les marchés européens du haut rendement

par Tom Ross

il y a 1 mois
Compte tenu du changement d’orientation de la politique monétaire des banques centrales et du caractère contradictoire des statistiques économiques, Tom Ross, gérant de portefeuille d’obligations d’entreprises, examine les conditions du marché auxquelles sont confrontés les investisseurs des marchés européens d’obligations à haut rendement. 
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Un marché européen du haut rendement à la saveur très américaine

par Tim Winstone, Tom Ross

il y a 2 mois

Tom Ross et Tim Winstone, gérants de portefeuille de crédit, examinent les raisons pour lesquelles les entreprises américaines empruntent sur les marchés obligataires européens et pourquoi cela peut créer des opportunités pour les investisseurs.

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La volatilité baisse, et alors ?

par 

il y a 2 mois

L’équipe Obligations internationales de Janus Henderson revient sur la baisse de la volatilité et décrit les opportunités que présente l’asymétrie des prix sur les marchés.

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Fasciné par le revenu

par Tom Ross

il y a 2 mois

​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 2 mois
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 2 mois
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 mois

​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 mois
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 3 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 4 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 4 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 4 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 5 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 5 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 5 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 5 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 5 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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