Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Jenna Barnard, Co-Head of Strategic Fixed Income, shares her latest views on the bond market, explaining what she sees as possibly the early innings for an intermediate, cyclical, sovereign bond bull market.
Investment Manager Charlie Awdry discusses the implications of China A shares’ increased weighting in MSCI equity indices and how this is likely to attract more foreign investment in China’s equity markets.
With the U.S. economy potentially slowing, the Federal Reserve says it does not expect to raise rates in 2019. Co-Head of Global Bonds Nick Maroutsos explains what that could mean for investors.
In a world long on uncertainties and short on guarantees, read why investors ought to stay the course and not act rashly while anticipating market corrections.
Fund Manager Andrew Gillan discusses the recent rally in Asia ex Japan equity markets and opportunities the region may hold for long-term investors.
Bethany Payne, Portfolio Manager, Global Bonds, discusses Parliament’s vote against a “no-deal” Brexit and potential outcomes of an extension to Article 50.
Following yesterday’s defeat of the Brexit withdrawal deal, Ben Lofthouse, Head of Global Equity Income, and Simon Ward, Economic Advisor, discuss the potential for a “hard” Brexit, which Parliament votes on today.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.
Our latest podcast from Janus Henderson Radio: Investment Manager Charlie Awdry discusses the rapidly evolving Chinese consumer and opportunities for investors.
As Prime Minister Theresa May attempts, for the second time, to get a deal through Parliament, Portfolio Manager Bethany Payne discusses options and scenarios.
Research Analyst Jon Bathgate discusses the favorable secular themes that have helped fuel this year’s recovery in semiconductor stocks.
Portfolio Managers George Maris and Nick Maroutsos explain that hand-wringing over the U.S. yield curve may conceal positive signals from the corporate sector.