A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Importance of credit quality, durable income, duration positioning, and the benefits of CLOs.
Balancing risk and income in a more complex environment.
Portfolio Portrait is designed to help financial professionals cut through market complexity and identify portfolio positioning opportunities.
With credit spreads at historic tights and rates moving higher, investors should focus on resilient yield, as there is limited room for price appreciation.
The physical world is replete with examples of how combining things can create something special – the same can be true in the world of finance.
Bond investors need a framework to determine how to best position duration within a global portfolio during a period of conflict-driven inflation.
How geopolitics is creating tactical opportunities within the chemical sector.
Current trends, risks, and opportunities for investors within the office real estate market.
Tom Ross and Tim Winstone, fixed income portfolio managers at Janus Henderson, reflect on why corporate bond markets are resilient in the face of geopolitical tensions.
In contrast to many securitised credit sectors, the US Agg captures very little credit spread income relative to its duration.