Fascinated by income

by Tom Ross, CFA

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

by Jenna Barnard, CFA

1 week 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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Quantitative un-easiness

by Nick Maroutsos

2 weeks 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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BBB debt — it’s complicated

by Nicholas Ware

2 weeks ago

​Nicholas Ware, Portfolio Manager within the Strategic Fixed Income team, discusses the unusually rapid growth of the BBB market for bonds and the implications for the high yield market given where we are in the economic cycle.


 
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Perspectives on credit

by Tom Ross, CFA

2 weeks 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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Change in pricing approach for UK Property PAIF / Feeder Fund

by 

1 month ago
In this video update, Simon Hillenbrand, Head of UK Retail, summarises why the Janus Henderson UK Property PAIF and its Feeder Fund will change from being dual priced on a quoted-spread basis to being dual priced on a full-spread basis, with effect from 25 March 2019. Meanwhile, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, provides an update on portfolio positioning and her outlook for the asset class.
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Retail: adapting to change

by Ainslie McLennan

1 month ago

​​Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines the structural changes taking place within retail and the impact on physical bricks and mortar stores.

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Macro signals — early signs often come from the ground

by John Pattullo

1 month ago

John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.

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Property: understand what you own

by Ainslie McLennan

2 months ago
In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, discusses the key factors that UK commercial property investors should consider in 2019 and beyond. Ainslie also explains how the fund is positioned.
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Inflation: is that it?

by John Pattullo

2 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 James 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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High yield - navigating a slowdown

​Credit managers Tom Ross, Thomas Hanson and Seth Meyer contrast the current backdrop for high yield with previous tightening cycles, indicating that dispersion can be the friend of the active investor.

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Quick view: Brexit vote

by Ben Lofthouse

2 months ago

​Ben Lofthouse, Head of Global Equity Income, provides his thoughts on the vote on Brexit by members of Parliament and the impact of the uncertainty that surrounds the UK’s future relationship with the European Union.  

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Five years on: Janus Henderson Horizon Global High Yield Bond Fund

by Seth Meyer, CFA, Tom Ross, CFA

3 months ago

​The Janus Henderson Horizon Global High Yield Bond Fund reached its five year milestone on 19 November 2018. Discover what has been behind the strong performance in the fund and the managers' outlook for the near term

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Strategic Fixed Income: visible signs of a late-cycle world
A concoction of elements all point to the fact that the global economy is now definitively in the late-cycle stage, while narrative fallacies flourish in the markets. 
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Perspectives on US high yield

by Seth Meyer, CFA

3 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 James Cielinski, CFA

4 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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Income key to UK commercial property returns

by Ainslie McLennan

4 months ago
Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, believes that income will remain a key driver of returns from UK commercial property in 2019 and beyond, while the most important opportunities to enhance value are likely to be based around asset management.
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Strategic Fixed Income: end of the cycle… are we there yet?
With the markets finally coming round to the idea of the late-cycle stage in the economies, John Pattullo and Jenna Barnard, Co-Heads of Strategic Fixed Income, share their thoughts on the subject, expanding on the risks and opportunities arising from this theme in 2019.
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Global bonds: relative value in rates and currency on our radar in 2019

by Chris Diaz, CFA

4 months ago

In these later stages of the credit cycle, Chris Diaz, Co-Head of Global Bonds, expects relative value trades in rates and currency to offer an attractive and defensive opportunity set in 2019.

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