How will ongoing interest rate divergence impact bond markets?

par Jenna Barnard

il y a 2 semaines
Jenna Barnard, Co-Head of Strategic Fixed Income, explains how the persistence of interest rate divergence remains central to the team’s thinking on the outlook for the bond markets.
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Le marché du crédit à la croisée des chemins. Faut-il s'en inquiéter ?

par James Cielinski

il y a 3 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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Essentials: Total Return Bond Strategy

par Andrew Mulliner, Ryan Myerberg

il y a 1 mois
In this ‘Essentials’ video, Andrew Mulliner and Ryan Myerberg, portfolio managers within Global Bonds, outline the key features of the Total Return Bond strategy, which benefits from a global, unconstrained and flexible approach to fixed income investing.
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Thoughts and bonds: dealing with divergence

​‘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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The Amazonisation effect and bonds

par John Pattullo

il y a 2 mois
In this webcast, John Pattullo, Co-Head of Strategic Fixed Income, will share his thoughts on digital disruption, with Amazon as the leading example of how this new structural force can erode margins, put established businesses at risk and send deflationary waves across the economies. Bond fund managers need to rethink their strategies carefully to profit from this trend.
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Strategic Fixed Income — the turn of the global liquidity cycle

par Jenna Barnard

il y a 3 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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Obligations stratégiques: changement de régime important de l'inflation? Non.

par Jenna Barnard, John Pattullo

il y a 4 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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De la convergence à la divergence

par 

il y a 4 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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​The Italian job – fixed income view on appointment fallout

par Andrew Mulliner, Tim Winstone

il y a 4 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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Strategic Fixed Income: disruptive technology and the bond angle

par Rebecca Young

il y a 5 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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Is higher volatility a boost for quality growth in Europe?

par James Ross, Tim Stevenson

il y a 5 mois
Tim Stevenson and James Ross, Co-Managers of the Janus Henderson Horizon Pan European Equity Fund, look at the impact of cyclicality on quality growth strategies, assessing some recent economic indicators, and turn their thoughts to what higher market volatility might mean for exchange-traded funds (ETFs).
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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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Une approche de diversification sélective

par Andrew Mulliner

il y a 6 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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Australie, Canada et Suède : Garde-moi la dernière danse

par Jenna Barnard

il y a 6 mois

Jenna Barnard, Co-responsable de la gestion obligataire stratégique chez Janus Henderson Investors, explique pourquoi son équipe a choisi d'adopter un positionnement articulé autour du thème de la divergence des économies et des politiques monétaires.

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Options show a polarisation in the outlook for global equities

par Ashwin Alankar

il y a 6 mois
Dr Ashwin Alankar, Global Head of Asset Allocation and Risk Management at Janus Henderson, discusses with Bloomberg TV why signals from the options market show a distinct preference for US stocks over Emerging Market, European and Japanese equities.
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Bill Gross video: Where next? Interpreting latest data reads (March 2018)

par Bill Gross

il y a 6 mois
In this video, Bill Gross, fixed income portfolio manager, speaks to Bloomberg Surveillance about the latest US payroll figures, discussing the outlook for risk assets, the pace of US Federal Reserve rate hikes and the dilemma facing central banks.
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The alternative view – storing cash

par Aneet Chachra, Steve Cain

il y a 7 mois

​Aneet Chachra and Steve Cain, Portfolio Managers within the Diversified Alternatives team at Janus Henderson, look at the maturity profiles on Treasuries compared with their 'risk of loss' history to reach conclusions about where value might lie within shorter maturities. 

 
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Quick view: Italian elections - a fixed income perspective

par Tom Ross

il y a 7 mois

​Tom Ross, Portfolio Manager within Janus Henderson's Global Credit Team, considers the impact of the Italian elections on fixed income markets as populist parties make gains.

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US debt: upping the ante on growth

par Darrell Watters

il y a 7 mois

In this article, Darrell Watters, Head of North America Fixed Income at Janus Henderson Investors, provides his views on the impact of the additional US government spending that is as a result of the recently approved budget deal by the US Congress.

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Roadshow : les réponses à vos questions

par Nick Maroutsos

il y a 7 mois
Dans cette vidéo, Nick Maroutsos, gérant de portefeuille, répond à certaines questions qui ont souvent été posées par les investisseurs au cours d’un récent roadshow en Europe. Les réponses à ces questions sont pertinentes dans le cadre des stratégies Absolute Return Income et Global Unconstrained Bond. ​
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