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

by Andrew Mulliner, CFA

1 week ago

​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?

by John Pattullo

1 week ago

​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

by Daniel Siluk, Nick Maroutsos

2 weeks ago

​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

by Bethany Payne, CFA

3 weeks ago

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

by Nick Maroutsos

2 months ago

​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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Restricted area - the encroaching politicisation of central banks

by Nick Maroutsos

2 months ago

With central bank independence seeming to be under threat, Nick Maroutsos, Co-Head of Global Bonds at Janus Henderson Investors, explains that the distinction between central banks and politics is not clear cut.

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Under the bonnet of Euro high yield bond

by Tom Ross, CFA

2 months ago
In this video, Tom Ross, Co-Manager on the Janus Henderson Horizon Euro High Yield Bond Fund, delves into the workings of how the team manage the strategy, including the special role that analysts perform and the inefficiencies they look to exploit when driving returns for investors. 
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Maximising opportunities: the importance of correlation and diversification

by Nick Maroutsos

2 months ago

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

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Have we returned to a Goldilocks economy?

by Jim Cielinski, CFA

2 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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China — the swing factor in global growth

by Jennifer James

2 months 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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Combatting bond market volatility with global diversification

by Nick Maroutsos

2 months 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

2 months 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

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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Leveraged loans — a look behind the headlines

by Elissa Johnson

2 months 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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European high yield – markets in focus

by Tom Ross, CFA

2 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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Brexit — Theresa May’s final dance?

by Bethany Payne, CFA

3 months 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 

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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