Janus Henderson’s investment teams weigh in on the themes that could dominate markets in the months ahead and the potential impact to investors.
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.
Watch Portfolio Manager Seth Meyer discuss the high-yield sector and where he sees opportunities for investors to potentially generate yield while dampening volatility.
Portfolio Manager John Kerschner discusses why mortgage- and asset-backed securities may present active managers with opportunities in varying market environments.
In this video, Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England discuss the risks with increased issuance and an influx of BBB-rated securities.
Our Fundamental Fixed Income team provides insights on potential investment risks and opportunities, and shares our global outlook for the quarter ahead.
An unhealthy concoction of factors are creating a classically late-cycle feel in the markets. John Pattullo, Co-Head of Strategic Fixed Income, discusses.
Co-Head of Global Bonds Chris Diaz, CFA, reacts to the recent and dramatic sell-off in longer-dated Treasuries and discusses where rates will go from here.
Co-Head of Global Bonds Chris Diaz sees weakness for the U.S. dollar in 2019 as growth peaks and as budget deficits widen on tax cuts and fiscal spending.
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.