Objective: Total return

Treasury yields continue to fall as trade wars ramp up

by Chris Diaz, CFA

3 weeks ago
Yields on global bonds continued to fall this week as concerns over trade issues escalated and recent US economic data disappointed. Chris Diaz, Co-Head of Global Bonds, discusses the potential implications for investors.
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Using the 1890s as a guide to bond investing (not the 1980s)

by Jenna Barnard, CFA

2 months ago

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

by Jenna Barnard, CFA

2 months ago

​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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European high yield – markets in focus

by Tom Ross, CFA

3 months ago
With central bank policy in flux and conflicting economic data, Tom Ross, Corporate Credit Portfolio Manager, takes a look at the market conditions facing investors in European high yield bonds.
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An American flavour to European high yield

​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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Volatility... down but not out?

by 

3 months ago

The Global Bonds team at Janus Henderson reflects on the decline in volatility and how asymmetry in market pricing could present opportunities.
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European equities: a growing watch list of opportunities

by Jamie Ross, CFA

3 months ago
In this video update, European equities manager James Ross outlines his ‘balanced, slightly bullish’ views on the European market. While investors’ attention has been caught up by political theatrics, escalating trade tensions and signs of slowing growth across the globe, James continues to focus on good quality businesses that he believes can consistently deliver a high return on capital over time.
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Perspectives on credit

by Tom Ross, CFA

4 months ago
As economic data disappoints and central banks row back on their tightening rhetoric, Tom Ross, Corporate Credit Portfolio Manager, considers what this means for corporate bond markets.
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The end of US rate hikes?

by Nick Maroutsos

5 months ago

Nick Maroutsos, Co-Head of Global Bonds, argues why the US Federal Reserve has likely hit the pause button on future rate hikes.

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Inflation: is that it?

by John Pattullo

5 months ago
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.
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Themes in focus

by Jim Cielinski, CFA

5 months ago
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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Flexibility in a low yield world

by Andrew Mulliner, CFA

6 months ago
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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Perspectives on US high yield

by Seth Meyer, CFA

6 months ago
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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Fixed income: adjusting to life after peak stimulus

by Jim Cielinski, CFA

7 months ago
Jim Cielinski, Global Head of Fixed Income and Head of Corporate Credit, sees 2019 as a year in which investors struggle to come to grips with the end of hyper-accommodative policies.
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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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Quick view: market sell-off

​With markets selling off sharply in recent days, Jenna Barnard from the Strategic Fixed Income team and Andy Jones from the Global Equity Income team give their views on the drivers and implications.

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The liquidity cycle is turning

by Tim Winstone, CFA

8 months ago

Tim Winstone, credit portfolio manager, discusses the effect of central banks on liquidity within fixed income markets and whether an unwinding of quantitative easing is a cause for concern.
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A crossroads for credit, should we be concerned?

by Jim Cielinski, CFA

9 months ago
In the first of a series of articles on the direction of credit markets, Jim Cielinski, Global Head of Fixed Income, looks at three key factors that could determine their direction.
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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 Italian job – fixed income view on appointment fallout

​In appointing a prime minister that was not of the majority populist parties’ choosing, President Mattarella of Italy reignited political strife in Italy and sent shudders through asset markets. Portfolio managers Andrew Mulliner and Tim Winstone consider the implications for fixed income.

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