Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.
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How corporate efficiency is supporting profitability and earnings growth.
Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.
How a strategy of fiscal stimulus and regulatory easing can help to transform competitiveness for industries across Europe?
Despite weak jobs data, we consider the economy to be on solid footing and remain focused on the long-run tailwinds that may be created through policy change and secular growth drivers.
No sector is immune from the threat of cybersecurity attacks. How can this risk be assessed from a credit and governance perspective in securitisation markets?
Are shifting market dynamics building the need for real diversification in investors’ portfolios?
With the Fed not certain how to navigate the potential impact of tariffs, we discuss how investors might be inviting undue risk within bond portfolios.
Healthcare is the largest sector within the Collateralised Loan Obligation (CLO) universe. How can CLO investors navigate this environment?
Companies may be staying private longer, but that doesn’t diminish opportunities to capture early-stage growth in the small-cap universe.
Ali Dibadj, CEO, speaks with Janus Henderson’s experts about shifting market dynamics and the growing demand for active management.