The Corporate Debt Index is a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The French President’s surprise calling of a snap election in response to a stronger showing from the far right in the European election has driven volatility in French bonds. Hear from Janus Henderson’s credit team on whether this represents an opportunity or risk.
What investors can do if they feel like they missed the market rally.
Exploring why the credit spread on high yield bonds is distorted and potentially wider than it first appears.
After struggling to access international financing for almost two years, several sub-Saharan African countries are now again enjoying bond market access.
Yields available in the European investment grade corporate bond market remain attractive in a historical context, offering investors the potential to enjoy an attractive income and future total return.
European bank bonds – even after having rallied – continue to look attractive on a selective basis.
Tunisia has defied its detractors for now, but medium-term economic challenges remain.
Tom Ross considers the outlook for global high yield corporate bonds in 2024 and the potential tug of war between rates and spreads.
John Lloyd presents a compelling outlook for U.S. multi-sector fixed income, citing the end of rate hikes, cooling inflation, and attractive yields.
Greg Wilensky shares his U.S. core fixed income outlook, noting that opportunities exist even though the probability of a soft landing remains in question.