Janus Henderson’s investment teams weigh in on the themes that could dominate markets in the months ahead and the potential impact to investors.
Read why, in light of secular headwinds, investors should consider incorporating an absolute return mindset into bond strategies.
With a largely strong year for U.S. equity markets recently jolted by mixed macro signals, uncertainty remains as we approach 2019. Janus Henderson Investors’ Marc Pinto discusses his outlook for the coming year and highlights the risks and opportunities ahead.
John Pattullo and Jenna Barnard share their thoughts on the idea that global economies are in a late-stage cycle, expanding on the risks and opportunities for 2019.
Portfolio Manager John Kerschner discusses JMBS, a new ETF from Janus Henderson, with Bloomberg TV.
Ryan Myerberg, Portfolio Manager on the Global Bonds team, examines the outcome of the latest Fed meeting and the reaction in the markets.
Fed’s Nod to Reality Considered Insufficient by Markets
Today’s market environment is riddled with challenges for fixed income investors, from gradually rising interest rates and the reversal of quantitative easing (QE) to rich corporate valuations in an extended credit cycle.
Read how our Portfolio Construction Services Team believes a core, unconstrained and dynamic credit breakdown should fit into a goals-based fixed income framework.
Co-Head of Strategic Fixed Income Jenna Barnard argues against the bearish narrative for government bonds, saying bigger risks lie elsewhere in credit markets.
Portfolio Managers Jason England and Nick Maroutsos discuss why Certificates of Deposit may be a limiting investment vehicle.
Rebecca Young, Portfolio Manager on the Strategic Fixed Income team, shares her views on the topical issues in credit markets.
Co-Head of Global Credit Research John Lloyd explains how investors might search for income while mitigating risk in a rising rate environment.