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.
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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 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.
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.
The PCS Team outlines their framework for activating a goals-based fixed income strategy.
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.
Hard currency EM debt continues to offer investors attractive carry/yield opportunities, although with spreads having tightened, further upside in 2024 will likely be more country specific.