Objective: Absolute return

Credit where credit’s due

by Daniel Siluk, Nick Maroutsos

3 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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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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European equities: sensitive to a cyclical recovery?

by Jamie Ross, CFA

2 months ago

​European equities manager Jamie Ross explains his rationale for focusing on company fundamentals when investing in Europe, and gives some insight into the characteristics he values for his long-term strategy.

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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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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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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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Quantitative un-easiness

by Nick Maroutsos

4 months 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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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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Three key factors facing fixed income in 2019

by Nick Maroutsos

5 months ago
Nick Maroutsos, Co-Head of Global Bonds, shares his views on fixed income markets, discussing factors such as US interest rates and liquidity in 2019, as well any changes to portfolio strategy in the coming year.
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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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Plotting a course through volatile bond markets

by Nick Maroutsos

5 months ago

​Nick Maroutsos, Co-Head of Global Bonds, explains why the US Federal Reserve (Fed) will likely not meet its 2019 interest rate forecast and how investors might position themselves for a more subdued rate path.

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The politics of rising rates

by Nick Maroutsos

6 months ago
Nick Maroutsos, Co-Head of Global Bonds, looks at the factors that are driving the credit cycle. He also explains why he believes the US Federal Reserve will want to avoid moving interest rates into restrictive territory and the strategies that can be adopted when investing in a rising rate environment.
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BBB securities: a reach for yield with long-term repercussions?
As investors seek higher returns following a long period of very low rates, issuers are taking advantage by issuing longer-term debt for lower-rated securities, notably in the BBB sector. In this video, Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England discuss the risks presented by a large influx of BBB-rated securities.
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Going global for income generation

by Nick Maroutsos

7 months ago
Nick Maroutsos, Co-Head of Global Bonds, explains why – despite the Federal Reserve’s history of dovishness – higher interest rates are likely to stay in the US. He suggests bond investors need to react accordingly, potentially looking globally for the most attractive risk-adjusted income opportunities.
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Equity market neutral: removing the emotion in up or down markets

by Steve Johnstone, CFA

7 months ago
​Steve Johnstone, portfolio manager of the Global Equity Market Neutral strategy, explains why he is ambivalent about market direction in 2019 but would like to see a healthy degree of rationality.
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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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Why short duration now

by Daniel Siluk

11 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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​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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Are investors too fearful?

​Nick Maroutsos and Daniel Siluk, fixed income portfolio managers at Janus Henderson Investors, discuss the prospects for markets and whether inflation and a flattening of the yield curve are causes for concern.

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