Beleggingscategorie: Fixed Income

Strategic Fixed Income: concoction of stress factors

door John Pattullo

1 week geleden
​An unhealthy concoction of factors are creating a classically late-cycle feel in the markets. John Pattullo, Co-Head of Strategic Fixed Income, simplifies the conundrums and shares his views.

(This video was recorded on Tuesday 9 October 2018).

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Currency catalysts

door Christopher Diaz

2 weken geleden
​Chris Diaz, Co-Head of Global Bonds, sees opportunity for certain currencies to recover over the next three to 12 months on a likelihood that central banks will raise interest rates to control growth and inflation.

This video was recorded in early September 2018.
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A note on the recent sell-off in longer-dated US Treasuries

door Christopher Diaz

2 weken geleden

​Chris Diaz, Co-Head of Global Bonds at Janus Henderson, discusses the implications of the recent sell-off in US Treasuries.

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De liquiditeitscyclus maakt een omslag door

door Tim Winstone

2 weken geleden

Tim Winstone, portefeuillemanager voor credits, bespreekt de impact van centrale banken op de liquiditeit op de obligatiemarkten. Ook geeft hij aan of het afbouwen van de kwantitatieve verruiming een reden tot zorg is.

 
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Quick view: Fed hikes in era of pragmatism over dogma

door Andrew Mulliner

3 weken geleden

The US Federal Reserve raised interest rates by 25 basis points as widely expected and priced in by the markets. Andrew Mulliner, Portfolio Manager within the Global Bonds team, shares his views on the outlook for rates in the US and what he sees as the new era for the Fed. 

 
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How will ongoing interest rate divergence impact bond markets?

door Jenna Barnard

1 maand 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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View from EM Credit desk: assessing the fallout from Turkey’s crisis

door Steve Drew

2 maanden geleden

Steve Drew, Head of Emerging Market (EM) Credit, provides an update on the current situation in Turkey and shares the team’s views on what could lie in store for the country and the likelihood of contagion from the crisis to the rest of the globe.

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Essentials: Total Return Bond Strategy

door Andrew Mulliner, Ryan Myerberg

2 maanden geleden
In this ‘Essentials’ video, Andrew Mulliner and Ryan Myerberg, portfolio managers within Global Bonds, outline the key features of the Total Return Bond strategy, which benefits from a global, unconstrained and flexible approach to fixed income investing.
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Kanarie in de kolenmijn

door Hartej Singh

3 maanden geleden

Hartej Singh, portefeuillemanager, legt uit waar een stijging van het aanbod en de indexweging van een sector historisch gezien op wees en waarom dit betekent ze voorzichtig zijn met obligaties in de sectoren technologie, onroerend goed en gezondheidszorg.

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Quick view: hawkish BoE at odds with market?

door Bethany Payne

3 maanden geleden

The Bank of England (BoE) raised rates by 25 basis points at today’s Monetary Policy Committee (MPC) meeting, retaining its commitment for further gradual and limited increases. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the outcome of the meeting. 

 
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Why short duration now

door Daniel Siluk

3 maanden geleden

Members of the Janus Henderson Global Bonds Team explain why the return of positive real interest rates comes at a welcome time.

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Thoughts and bonds: dealing with divergence

​‘Thoughts and bonds’ provides a quarterly view and outlook for the fixed income markets from the Fundamental Fixed Income team, where they share their insights on potential investment risks and opportunities.

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The Amazonisation effect and bonds

door John Pattullo

3 maanden geleden
In this webcast, John Pattullo, Co-Head of Strategic Fixed Income, will share his thoughts on digital disruption, with Amazon as the leading example of how this new structural force can erode margins, put established businesses at risk and send deflationary waves across the economies. Bond fund managers need to rethink their strategies carefully to profit from this trend.
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Credit op een keerpunt?

door James Cielinski

3 maanden geleden
Jim Cielinski, Global Head van Fixed Income bij Janus Henderson Investors, bespreekt drie belangrijke factoren die de richting van de creditmarkten kunnen gaan bepalen.
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Quick view: Bank of England’s new hawkish tilt

door Bethany Payne

4 maanden geleden

The Bank of England (BoE) kept the Bank Rate steady at 0.5% at today’s Monetary Policy Committee (MPC) meeting but surprised the markets by adopting a more hawkish stance. Bethany Payne, Portfolio Manager, Global Bonds, explains what changed and the implications of the decision.

 
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Strategic Fixed Income — the turn of the global liquidity cycle

door Jenna Barnard

4 maanden geleden
Jenna Barnard, Co-Head of Strategic Fixed Income, explains the team’s thinking on the bond markets, which revolves around the themes of interest rate divergence and US dollar strength.
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Quick view: ECB maintains flexibility and optionality

door Thomas O'Mahony

4 maanden geleden

 The European Central Bank (ECB) updated its guidance on both its asset purchase programme (APP) and interest rates at today’s meeting of the Governing Council in Riga. Thomas O’Mahony, Portfolio Manager, explains what changed and the reasons behind the decision. 

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Quick view: higher and higher - the Fed continues to hike

door Darrell Watters, Mayur Saigal

4 maanden geleden

Head of US Fundamental Fixed Income Darrell Watters and Portfolio Manager Mayur Saigal react to the US Federal Reserve’s most recent rate hike and discuss what is to come.

 
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Debt build-up in debt collectors

door 

4 maanden geleden

​The Corporate Credit Team at Janus Henderson Investors looks at some of the factors that are encouraging them to be cautious towards companies operating in the debt collection sector.

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Strategic Fixed Income: een grote beleidswijziging in inflatie? Nee.

door Jenna Barnard, John Pattullo

4 maanden geleden
In deze video vertellen John Pattullo en Jenna Barnard, beiden co-hoofd Strategic Fixed Income, hoe zij aankijken tegen de gevolgen van stijgende inflatieverwachtingen in volwassen markten en of een hogere inflatie ook werkelijk voet aan de grond krijgt.
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