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.
Insights
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Jim Cielinski explores the income opportunity amid rates uncertainty.
With inflation once again showing signs of easing, the Fed appears on track to cut policy rates – just not yet.
We look under the hood of a seemingly strong nonfarm payrolls (NFP) number and offer insights to help investors position for the Fed’s likely policy response.
The European Central Bank has moved ahead of the US Federal Reserve in its first move to cut interest rates. Portfolio Manager Tim Winstone tackles five questions for investors in Europe.
What investors can do if they feel like they missed the market rally.
Investors have the opportunity to position fixed income allocations to capitalize on the likely divergence of developed market monetary policies.
April’s CPI report keeps hopes for a summer rate cut alive, but are investors underestimating the rate trajectory through 2026?
What investors need to know about the Federal Reserve’s latest decision to leave rates unchanged.
How the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities.
How March's Core PCE reading impacts rate expectations and the overall inflation picture in the U.S.