Why we believe MBS is poised for outperformance in the current environment.
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 Portfolio Construction & Strategy Team discusses the importance of earnings growth in unearthing overlooked opportunities.
Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
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.
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.
The PCS Team outlines their framework for activating a goals-based fixed income strategy.
How AI and innovation-driven productivity could propel economic growth and companies’ bottom lines.
The complexity of artificial intelligence demands an active investment approach to effectively identify opportunities and offer genuine market exposure to investors.
What are commercial mortgage-backed securities, and how might they play a role in investors’ portfolios?
Three versatile use cases for balanced funds in investor portfolios.
Explaining the impact of an allocation to technology stocks on a portfolio.