Our Fundamental Fixed Income team provides insights on potential investment risks and opportunities, and shares our global outlook for the quarter ahead.
Economist Simon Ward discusses characteristics of the MSCI EM equities index, raising questions about its suitability as a benchmark for EM investing.
Seth Meyer explains to Citywire why deep fundamental analysis can uncover issuers that provide acceptable risk-adjusted returns while focusing on deleveraging their balance sheet and allocating capital wisely.
Jim Cielinski, Global Head of Fixed Income at Janus Henderson Investors, looks at three key factors that could determine the direction of credit markets.
The $6.5 trillion U.S. agency mortgage market gives active investors the potential to outperform.
Strategic Fixed Income Co-Head Jenna Barnard explains how the team has viewed the bond market through a prism of interest rate divergence for a number of years.
Jim Cielinski explores the global pickup in yields but suggests the growing divergence in economies and policy may herald a less-uniform fixed income market.
Portfolio Manager Seth Meyer talks about the Multi-Sector Income Fund’s construction and his plans for navigating the current cycle of interest rates.
Head of U.S. Fundamental Fixed Income Darrell Watters and Portfolio Manager Mayur Saigal react to the Fed’s most recent rate hike and discuss what’s to come.
Portfolio Manager John Lloyd says investors seeking capital preservation and risk-adjusted returns might consider selling long bonds and shortening duration.
Nick Maroutsos and Daniel Siluk discuss the prospects for markets and whether inflation and a flattening of the yield curve are causes for concern.
After attending a conference on disruptive tech, Portfolio Manager Rebecca Young discusses startups and why bond managers should be aware of the evolving risks.
Portfolio Manager Seth Meyer believes investors shouldn’t shun fixed income as rates rise and instead focus on assets that leverage an improving economic outlook.