Conversations with clients on fixed income at JHI's Madrid Investment Summit.
Insights
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How balanced strategies can help investors stay true to their long-term objectives.
Possible reasons why high yield credit spreads could remain rangebound at low levels.
The Fed answered the question of whether it’s time to resume rate cuts but invited new questions concerning inflation and its future policy path.
Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.
Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.
The grind tighter in credit spreads has continued unabated. How can investors navigate this environment as uncertainties remain?
Three reasons why longer-dated bonds have struggled during 2025 despite central bank rate cuts.
Exploring the potential interplay between government and corporate debt levels.
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.
Despite somewhat sticky inflation and a recent softening in the labor market, the majority of U.S. households are in a stronger financial position than they were pre-COVID.