QE is dead, long live enhanced forward guidance and reinvestments

door Andrew Mulliner

1 dag geleden

​Andrew Mulliner, portfolio manager within the Global Bonds team, reveals an inconsistency within the European Central Bank’s decision to end quantitative easing.

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Flexibility in a low yield world

door Andrew Mulliner

2 dagen geleden
Andrew Mulliner, Portfolio Manager within Global Bonds shares his views on where we are in the economic cycle, pointing out that the rising rates environment is not a global phenomenon.
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Strategic Fixed Income: visible signs of a late-cycle world

door Jenna Barnard, John Pattullo

5 dagen geleden
A concoction of elements all point to the fact that the global economy is now definitively in the late-cycle stage, while narrative fallacies flourish in the markets. 
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Perspectives on US high yield

door Seth Meyer

1 week geleden
In this video, Portfolio Manager Seth Meyer discusses the US high-yield fixed income market, including how it has changed compared with ten years ago and the current health of fundamentals and technicals within the sector.
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Perspectives on the credit cycle

door Tom Ross

1 week geleden
Tom Ross, credit portfolio manager, discusses what the end of the credit cycle might look like. He looks at opportunities amid spread widening, the potential risk of BBB downgrades and how the rise of dispersion is affecting different sectors and individual credits.
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BBB securities: a reach for yield with long-term repercussions?

door Daniel Siluk, Jason England, Nick Maroutsos

2 weken geleden
As investors seek higher returns following a long period of very low rates, issuers are taking advantage by issuing longer-term debt for lower-rated securities, notably in the BBB sector. In this video, Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England discuss the risks presented by a large influx of BBB-rated securities.
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Global Bonds: three big themes to shape the markets in 2019

door Andrew Mulliner, Ryan Myerberg

3 weken geleden

​Andrew Mulliner and Ryan Myerberg, Portfolio Managers within Global Bonds, share their thoughts on the risks and opportunities ahead for fixed income investors in 2019, which they believe revolve around three big market themes.

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Strategic Fixed Income: is het einde van de cyclus al bereikt?

door Jenna Barnard, John Pattullo

3 weken geleden
Nu de markten eindelijk accepteren dat de economieën zich in een laatcyclisch stadium bevinden, delen John Pattullo en Jenna Barnard, samen verantwoordelijk voor Strategic Fixed Income, hun gedachten over dit onderwerp. Ze gaan in op de kansen en risico’s die dit met zich meebrengt voor 2019.
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Wereldwijd inkomsten genereren

door Nick Maroutsos

3 weken geleden
Nick Maroutsos, co-hoofd van Global Bonds legt uit waarom de rente, ondanks de historisch gezien verruimingsgezinde houding van de Federal Reserve, waarschijnlijk hoog blijft in de US. Hij adviseert dat obligatiebeleggers dienovereenkomstig moeten reageren en mogelijk wereldwijd moeten kijken naar kansen voor de meest aantrekkelijke risicogecorrigeerde inkomsten.
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Obligaties: een flexibele benadering nodig in 2019

door Seth Meyer, Tom Ross

3 weken geleden
De Amerikaanse Federal Reserve riskeert een te agressief verkrappingsbeleid en het einde van de economische en kredietcyclus blijft naderen. Daarom benadrukken Fixed Income Portfolio Managers Seth Meyer en Tom Ross het belang van een flexibele benadering voor beleggen in obligaties. Daarmee kan het kapitaal dynamisch worden belegd in de sterkste risicogecorrigeerde kansen, ongeacht de beleggingscategorie.
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European secured loans — enticing spreads

door Elissa Johnson

3 weken geleden

​Elissa Johnson, Portfolio Manager within the Secured Loans Team, explains the reasons why European secured loans continue to represent an appealing investment opportunity.

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Fixed Income Insight: Redefining core fixed income

door Daniel Siluk, Jason England, Nick Maroutsos

3 weken geleden
In this Fixed Income Insight, Nick Maroutsos, Dan Siluk and Jason England explain the importance of redefining what core fixed income allocations may look like going forward.
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Would you lend to this man?

door Andrew Mulliner, Ryan Myerberg

1 maand geleden
Andrew Mulliner and Ryan Myerberg, portfolio managers within the Global Bonds Team at Janus Henderson Investors, take a candid look at escalating US debt and the implications for bond investors.
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Global bonds: relative value in rates and currency on our radar in 2019

door Christopher Diaz

1 maand geleden

In these later stages of the credit cycle, Chris Diaz, Co-Head of Global Bonds, expects relative value trades in rates and currency to offer an attractive and defensive opportunity set in 2019.

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Credit selection in a late-cycle environment

door Rebecca Young

1 maand geleden

​Rebecca Young, Portfolio Manager within the Strategic Fixed Income team, shares her views on the topical issues in credit markets, explaining where she and the team see risks and opportunities. 

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Emerging markets credit: China’s response to deceleration to shape growth prospects in 2019

door Steve Drew

1 maand geleden

Steve Drew, Head of Emerging Markets Credit, sees politics as a driver of risk sentiment in 2019 although at an economic level China’s policy response to deceleration and trade disputes will shape growth prospects.

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The delicate act of managing China’s debt load

door Thomas O'Mahony

1 maand geleden

Tom O’Mahony, Portfolio Manager within the Global Bonds Team, discusses Chinese authorities’ balancing act of curtailing debt issuance while maintaining economic growth.

 
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How will ongoing interest rate divergence impact bond markets?

door Jenna Barnard

2 maanden geleden
Jenna Barnard, Co-Head of Strategic Fixed Income, explains how the persistence of interest rate divergence remains central to the team’s thinking on the outlook for the bond markets.
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Thoughts and bonds: the beginning of the end

​‘Thoughts and bonds’ is a quarterly view and outlook for the fixed income markets from several fixed income managers who share their insights on potential investment risks and opportunities.

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Central bank watch: ECB quick view

door Thomas O'Mahony

2 maanden geleden

​Thomas O'Mahony, portfolio manager within the Global Bonds team at Janus Henderson Investors, gives his view on the latest policy meeting by the European Central Bank

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