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.
Norway, the Czech Republic, Colombia currencies have weakened versus the U.S. dollar, euro more than merited by economic performance.
Jenna Barnard, Co-Head of Strategic Fixed Income, explains how interest rate divergence remains central to the team’s outlook for bond markets.
In the last of a four-part series on investing in global sovereign debt markets, Portfolio Manager Ryan Myerberg looks at where value can be found.
Global Viewpoints: Sovereign Debt – U.S. Dollar Rally Drives Global Risk, Puts Pressure on Emerging Markets
In the third of a four-part series, Portfolio Manager Ryan Myerberg looks at the impact that a fluctuating U.S. dollar has on emerging market debt.
Jenna Barnard, Co-Head of Strategic Fixed Income, explains how an uneven geographical divide in technology is melding with a world of divergent growth and interest rate outlooks.
In the second of a four-part series, Portfolio Manager Ryan Myerberg outlines expectations for monetary policy at the European Central Bank and Bank of Japan.
Jim Cielinski, Global Head of Fixed Income at Janus Henderson Investors, looks at three key factors that could determine the direction of credit markets.
Supportive economic conditions put the U.S. Federal Reserve in position to continue with quarterly rate hikes, says Portfolio Manager Ryan Myerberg.
Members of the Janus Henderson Global Bonds Team explain why the return of positive real interest rates comes at a welcome time.