The doubling of Japanese sovereign bond yields over the past year could have negative ramifications for government issuers around the word.
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.
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.
How has Emerging Markets Debt (EMD) matured over the decades?
Integrating ABS in portfolios is like core-strengthening exercises, enhancing their stability, flexibility, and resilience, while optimising risk-adjusted returns.
Assessing the impact of higher mortgage rates on U.S. homeowners.
Ali Dibadj, CEO, speaks with Janus Henderson’s experts about shifting market dynamics and the growing demand for active management.
Resilient hard economic data give the Fed cover to further observe the possible inflationary impact of still-uncertain tariffs.
The case for multisector bond funds as a core fixed income allocation.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
High income and less sensitivity to credit spread moves underpin the resilience of European AAA CLO performance amid broader market volatility.