In their mid-year outlook, the PCS Team at Janus Henderson discusses how pricing disparities between U.S. securitized and corporate bonds are creating opportunities for investors.
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.
In their mid-year outlook, the PCS Team at Janus Henderson discusses how higher yields are creating positively skewed return opportunities for fixed income investors.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
In their mid-year outlook, Marc Pinto and Lucas Klein explain why they see a growing opportunity set in stocks.
Jim Cielinski explores the income opportunity amid rates uncertainty.
Hear the views of our asset class heads on market drivers for the second half of the year.
Hear the views of our asset class heads on market drivers for the second half of the year.
Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
Jim Cielinski, Global Head of Fixed Income, discusses the positive shift in two long-term credit cycle indicators.
Global markets look set to remain conflicted in 2024 with the consequences of historic rate hikes finally manifesting. What will the chain reactions be?
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.