door John Pattullo
John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.
door Nick Maroutsos
door Bethany Payne
The UK parliament voted on several amendments to the Brexit withdrawal agreement yesterday — only two were passed. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the outcome of the votes and the implications for the next round of negotiations on Brexit.
door James Cielinski
Nick Maroutsos, Co-Head of Global Bonds, explains why the US Federal Reserve (Fed) will likely not meet its 2019 interest rate forecast and how investors might position themselves for a more subdued rate path.
door John Kerschner, CFA
A number of factors are set to influence agency mortgage-backed securities (MBS) in 2019. John Kerschner, Head of US Securitized Products, discusses the market dynamics and the risks and opportunities on the horizon.
door Darrell Watters, Michael Keough
Portfolio Managers Darrell Watters and Mike Keough identify signs that the credit cycle has turned and highlight what to watch in the year ahead.
door Jay Sivapalan
As Australia reaches for its 28th year of uninterrupted economic growth — the longest on record among developed countries — the question on investors’ minds is whether this run is about to end. The Chinese have long considered the number eight as lucky. Is the ‘eight’ in 28 lucky for Australia? Jay Sivaplan, Co-Head of Australian Fixed Interest shares his views.
door Seth Meyer, Thomas Hanson, Tom Ross
Credit managers Tom Ross, Thomas Hanson and Seth Meyer contrast the current backdrop for high yield with previous tightening cycles, indicating that dispersion can be the friend of the active investor.
In an historic defeat for the UK government, the Prime Minister’s Brexit deal was rejected by a margin of 432 to 202 on 15 January 2019. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the outcome of the vote.
door Jennifer James
door Seth Meyer, Tom Ross
The Janus Henderson Horizon Global High Yield Bond Fund reached its five year milestone on 19 November 2018. Discover what has been behind the strong performance in the fund and the managers' outlook for the near term
door Andrew Mulliner
Andrew Mulliner, portfolio manager within the Global Bonds team, reveals an inconsistency within the European Central Bank’s decision to end quantitative easing.
door Jenna Barnard, John Pattullo
door Seth Meyer
door Tom Ross
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