Bailing out the Titanic with a teaspoon (or why hope is a strategy for the ECB)

door Andrew Mulliner

5 dagen geleden

​The 6 June meeting of the European Central Bank effectively marked the beginning of the end of its president’s reign. Andrew Mulliner, Portfolio Manager within Global Bonds, reflects on the outcome of the meeting and what the future holds with Draghi on his way out, an empty toolbox at the ECB and weakening global growth.

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Do you remember the Great Financial Crisis?

door John Pattullo

6 dagen geleden

​John Pattullo, Co-Head of Strategic Fixed Income, explains how after the failure of QE to generate any sustainable growth or inflation the dial has turned to various forms of fiscal policy. But as he argues, a successful formula has to combine fiscal and monetary policies with structural reform.

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Credit where credit’s due

door Daniel Siluk, Nick Maroutsos

2 weken geleden

​Nick Maroutsos and Daniel Siluk, Portfolio Managers on the Absolute Return Income Strategy, discuss the recent negative sentiment in global credit markets and remind us that not all credit is the same; sometimes it pays to delve more deeply into the reasons behind a particular rating.

 
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European elections: centrists struggle but no breakthrough for the far-right

door Bethany Payne

3 weken geleden

The European Parliament elections on 23 May produced damaging results in varying degrees for both the European Parliament and the main parties in the UK. Bethany Payne, Portfolio Manager, Global Bonds, explains the main points and provides a brief assessment of the impact on the markets.

 
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Dovish central banks extend cycle: higher corporate credit allocation may be warranted

door Mayur Saigal

1 maand geleden
Portfolio Manager Mayur Saigal discusses the fixed income landscape and why a higher allocation to corporate credit may be warranted today versus 2018.
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Using the 1890s as a guide to bond investing (not the 1980s)

door Jenna Barnard

1 maand geleden

​Jenna Barnard, Co-Head of Strategic Fixed Income, confesses to not all birthday gifts being a delight to receive but a book from 1892, found by chance in a second-hand book dealer, turned out to be a rare birthday present gem. Its lessons on investing are not only instructive but shine a light on the predicament facing bond investors today.

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The Fed’s decision: Steady rates today – but lower down the road?

door Nick Maroutsos

1 maand geleden

​Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s decision at its May policy meeting to keep rates steady and why the central bank’s next move could be a rate cut.

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Verboden terrein – de oprukkende politisering van centrale banken

door Nick Maroutsos

2 maanden geleden

Nu de onafhankelijkheid van centrale banken in gevaar lijkt, legt Nick Maroutsos, co-hoofd van Global Bonds bij Janus Henderson Investors, uit dat er geen duidelijke afscheiding is tussen centrale banken en de politiek.

 
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Onder de motorkap van Euro High Yield Bond

door Tom Ross

2 maanden geleden
In deze video gaat Tom Ross, medebeheerder van het Janus Henderson Horizon Euro High Yield Bond Fund, nader in op de manier waarop het team de strategie beheert, inclusief de speciale rol die analisten spelen en de inefficiënties die zij zoeken en benutten bij het genereren van rendement voor beleggers.
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Maximising opportunities: the importance of correlation and diversification

door Nick Maroutsos

2 maanden geleden

​Nick Maroutsos, Co-Head of Global Bonds, considers the importance of understanding correlation in terms of achieving diversification.

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Wereldwijde spreiding als middel tegen volatiliteit op de obligatiemarkt

door Nick Maroutsos

2 maanden geleden

Nick Maroutsos, co-hoofd van Global Bonds, legt uit waarom het belangrijk is je op kwaliteitsobligaties te richten als de obligatiemarkt volatiel kan worden.    

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Fed pivot slows advent of cycle’s end

door Darrell Watters, Mayur Saigal, Michael Keough

2 maanden geleden

​US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, discuss what the US Federal Reserve's newly dovish stance means for markets.

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Sector spotlight: food and beverage

door John Lloyd

2 maanden geleden

​John Lloyd, Co-Head of Credit Research, shines the spotlight on the food and beverage sector, exploring the challenges that the industry faces and what this might mean for bond investors.

 
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Combatting bond market volatility with global diversification

door Nick Maroutsos

2 maanden geleden

​Nick Maroutsos, Co-Head of Global Bonds, explains why it is important to focus on quality bonds in periods of potential bond market volatility.  

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Leveraged loans — a look behind the headlines

door Elissa Johnson

2 maanden geleden

​The financial press has not been short of alarming headlines on leveraged loans in recent months. Elissa Johnson, Portfolio Manager within Janus Henderson’s specialist loans team headed by David Milward, clarifies some of the negativity in the messages from a European perspective...

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Have we returned to a Goldilocks economy?

door James Cielinski

2 maanden geleden

​Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.

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China — the swing factor in global growth

door Jennifer James

2 maanden geleden

​Jennifer James, Lead Analyst within the Emerging Market Debt team, looks at the importance of China both for developed and emerging market growth.

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How did they miss it? Central bankers and the global economic downturn…

door Jenna Barnard

2 maanden geleden

​Jenna Barnard, Co-Head of Strategic Fixed Income, explains how and why so many major central banks have been wrong-footed on economic growth in their countries and around the globe.

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Brexit — Theresa May’s final dance?

door Bethany Payne

3 maanden geleden

Bethany Payne, Portfolio Manager, Global Bonds, assesses the latest twists and turns in the path to Brexit.

 
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An American flavour to European high yield

door Tim Winstone, Tom Ross

3 maanden geleden

​Tom Ross and Tim Winstone, Corporate Credit Portfolio Managers, explore the reasons why US companies are borrowing through European bond markets and why this creates potential opportunities for investors

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