Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.
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.
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.
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.
Assessing the impact of higher mortgage rates on U.S. homeowners.
Looking at whether bond yields can offer predictive information about total returns from bonds.
Ali Dibadj, CEO, speaks with Janus Henderson’s experts about shifting market dynamics and the growing demand for active management.