Macro signals — early signs often come from the ground

door John Pattullo

2 weken geleden

John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.

meer
Het einde van de amerikaanse rente stijgingen?

door Nick Maroutsos

3 weken geleden
Nick Maroutsos, Co-Head of Global Bonds, geeft aan waarom de US Federal Reserve zeer waarschijnlijk de pause knop heeft ingedrukt voor toekomstige rente stijgingen.​

 

 
meer
Three key factors facing fixed income in 2019

door Nick Maroutsos

3 weken geleden
Nick Maroutsos, Co-Head of Global Bonds, shares his views on fixed income markets, discussing factors such as US interest rates and liquidity in 2019, as well any changes to portfolio strategy in the coming year.
meer
Quick view: Brexit ball in the EU’s court

door Bethany Payne

3 weken geleden

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. 

 
meer
Inflation: is that it?

door John Pattullo

1 maand geleden
John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors, which in his opinion, indicate that current inflation is much more cyclical than structural.
meer
Themes in focus

door James Cielinski

1 maand geleden
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
 
 
meer
Plotting a course through volatile bond markets

door Nick Maroutsos

1 maand geleden

​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.

meer
Risks and opportunities in Agency MBS

door John Kerschner, CFA

1 maand geleden

​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.

meer
Cracks in the Credit Cycle

door Darrell Watters, Michael Keough

1 maand geleden

​Portfolio Managers Darrell Watters and Mike Keough identify signs that the credit cycle has turned and highlight what to watch in the year ahead.

meer
Lucky number (twenty) 8?

door Jay Sivapalan

1 maand geleden

​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.

meer
High yield - navigating a slowdown

door Seth Meyer, Thomas Hanson, Tom Ross

1 maand geleden

​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.

meer
Quick view: hard to see a straight path to a final Brexit deal

door Bethany Payne

1 maand geleden

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.

 
meer
Fresh focus on fundamentals

door Jennifer James

2 maanden geleden
Jennifer James, Lead Analyst within the Emerging Markets (EM) Credit team, provides an overview of what is driving markets within EM. She explains why the oil price is often misunderstood, why a quieter political calendar in 2019 could see a fresh focus on fundamentals and the areas that the team is avoiding and favouring in the short term.
meer
The politics of rising rates

door Nick Maroutsos

2 maanden geleden
Nick Maroutsos, Co-Head of Global Bonds, looks at the factors that are driving the credit cycle. He also explains why he believes the US Federal Reserve will want to avoid moving interest rates into restrictive territory and the strategies that can be adopted when investing in a rising rate environment.
meer
Five years on: Janus Henderson Horizon Global High Yield Bond Fund

door Seth Meyer, Tom Ross

2 maanden geleden

​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

meer
QE is dead, long live enhanced forward guidance and reinvestments

door Andrew Mulliner

2 maanden geleden

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

meer
Flexibility in a low yield world

door Andrew Mulliner

2 maanden 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.
meer
Strategic Fixed Income: visible signs of a late-cycle world

door Jenna Barnard, John Pattullo

2 maanden 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. 
meer
Perspectives on US high yield

door Seth Meyer

2 maanden 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.
meer
Perspectives on the credit cycle

door Tom Ross

2 maanden 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.
meer

Gerelateerde fondsen

Attentie