Maximising opportunities: the importance of correlation and diversification

by Nick Maroutsos

5 days ago

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

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Combatting bond market volatility with global diversification

by Nick Maroutsos

1 week ago

​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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Combatting bond market volatility with global diversification

by Nick Maroutsos

1 week ago

​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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Fed pivot slows advent of cycle’s end

​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

by John Lloyd

1 week ago

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

by Jenna Barnard, CFA

1 week 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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Leveraged loans — a look behind the headlines

by Elissa Johnson

1 week ago

​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?

by James Cielinski, CFA

1 week 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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China — the swing factor in global growth

by Jennifer James

1 week ago

​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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European high yield – markets in focus

by Tom Ross, CFA

2 weeks 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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Brexit — Theresa May’s final dance?

by Bethany Payne, CFA

1 month ago

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

​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 

1 month 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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Fascinated by income

by Tom Ross, CFA

1 month ago

​Tom Ross, corporate credit portfolio manager, looks at the idiosyncrasies of the European high yield bond market, one of the last bastions of income in a yield-starved world.

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Quick view: Fed's dovish stance

by Nick Maroutsos

1 month ago

​With the US economy potentially slowing, the Federal Reserve says it does not expect to raise rates in 2019. Nick Maroutsos, Co-Head of Global Bonds, explains what that could mean for investors.

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Strategic Fixed Income: early innings of a sovereign bond bull market?

by Jenna Barnard, CFA

1 month ago
Jenna Barnard, Co-Head of Strategic Fixed Income, shares her latest views on the bond markets; remaining bullish on duration and retaining a defensive stance in credit.
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Brexit — remainers have their day but threaten long delay

by Bethany Payne, CFA

1 month ago

Bethany Payne, Portfolio Manager, Global Bonds, summarises the latest developments in the parliamentary votes on the Brexit withdrawal agreement, the terms by which the UK will leave the European Union, looking at their potential meaning, future outcomes and impact on the markets. 

 
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Solid earnings growth tempers recessionary fears

​George Maris, Co-Head of Equities, and Nick Maroutsos, Co-Head of Global Bonds, explain how hand wringing over the US yield curve may conceal positive signals from the corporate sector.

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Brexit’s 11th hour — options and possibilities

by Bethany Payne, CFA

1 month ago

UK Prime Minister, Theresa May, will attempt — for the second time — to get her deal through parliament on Tuesday 12 March, followed by two more votes on 13 and 14 March, if the first fails. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the likely scenarios and options ahead of the vote next week.

 
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Quantitative un-easiness

by Nick Maroutsos

1 month ago


Nick Maroutsos, Co-Head of Global Bonds, explains why bonds offer potentially attractive qualities for income-focused investors worried about rising equity market volatility.

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