Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Co-Head of Global Bonds Nick Maroutsos argues why the Federal Reserve has likely hit the pause button on future rate hikes.
John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors he believes indicate that current inflation is more cyclical than structural.
A number of factors are set to influence agency MBS in 2019. Head of U.S. Securitized Products John Kerschner discusses the market’s dynamics and the risks and opportunities on the horizon.
Nick Maroutsos explains why the Fed will likely not meet its 2019 interest rate target and how investors should position themselves for a more subdued rate path.
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors that he believes indicate that current inflation is more cyclical than structural.
Credit managers Tom Ross, Thomas Hanson and Seth Meyer contrast the current backdrop for high yield with previous tightening cycles, indicating that dispersion can be the friend of the active investor.
Portfolio Managers Darrell Watters and Mike Keough identify signals indicative of an advancing credit cycle and highlight what to watch in the year ahead.
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.