Credit selection in a late-cycle environment

by Rebecca Young

2 hours ago

​Rebecca Young, Portfolio Manager within the Strategic Fixed Income team, shares her views on the topical issues in credit markets, explaining where she and the team see risks and opportunities. 

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The delicate act of managing China’s debt load

by Thomas O'Mahony

2 weeks ago

Tom O’Mahony, Portfolio Manager within the Global Bonds Team, discusses Chinese authorities’ balancing act of curtailing debt issuance while maintaining economic growth.

 
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How will ongoing interest rate divergence impact bond markets?

by Jenna Barnard

2 weeks ago
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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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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Central bank watch: ECB quick view

by Thomas O'Mahony

3 weeks ago

​Thomas O'Mahony, portfolio manager within the Global Bonds team at Janus Henderson Investors, gives his view on the latest policy meeting by the European Central Bank

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Strategic Fixed Income: concoction of stress factors

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1 month ago
​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

by Chris Diaz

1 month ago
​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

by Chris Diaz

1 month ago

​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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The liquidity cycle is turning

by Tim Winstone

1 month 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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Quick view: Fed hikes in era of pragmatism over dogma

by Andrew Mulliner

2 months ago

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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A crossroads for credit, should we be concerned?

by James Cielinski

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

by Steve Drew

3 months ago

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

by Andrew Mulliner, Ryan Myerberg

3 months ago
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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Canary in the coal mine

by Hartej Singh

3 months ago

Hartej Singh, Portfolio Manager, looks at what increases in supply and index weighting for a sector has indicated historically and why this means they are proceeding with caution among technology, real estate and healthcare bonds.

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Quick view: hawkish BoE at odds with market?

by Bethany Payne

3 months ago

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

by Daniel Siluk

3 months ago

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

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3 months ago
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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Quick view: Bank of England’s new hawkish tilt

by Bethany Payne

5 months ago

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

by Jenna Barnard

5 months ago
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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