Our Strategic Fixed Income team’s cyclical process for managing bond exposures is signaling a collapse in U.S. government bond yields around springtime.
Central Banks in 2022 – Making Long Bonds Great Again
Strategic Fixed Income: Central banks in 2022 – making long bonds great again
Co-Head of Strategic Fixed Income Jenna Barnard outlines how the team’s cyclical process for managing bond exposures is signalling a collapse in US government bond yields around springtime.
Positive impact investing: Can you do well by doing good?
Jay Sivapalan, Head of Australian Fixed Interest, and Artee Khiatani, Credit Analyst – ESG, explain how positive impact credit securities can achieve incremental returns relative to their non-impact equivalents.
Australian economic view – February 2022
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Plan Talk: Assessing the Decumulation Rulebook
The question of how much retirees can withdraw has only grown more complex in recent years.
High Yield in a Rising Rate Environment
How factors affecting credit risk in high yield bonds might help balance upward pressure on interest rate risk.
Invested in Connecting Women: How Community Builds Confidence
Our guest describes how her own unexpected crisis led her to help other women navigate life transitions.
High yield in a rising rate environment
Brent Olson and Tom Ross, corporate credit portfolio managers on our Global High Yield platform, explore how factors affecting credit risk in high yield might help balance upward pressure on interest rate risk.
Equities: choppy waters likely until policy path becomes clearer
A shift in US Federal Reserve policy has battered equity markets. What comes next will depend on how the central bank navigates the next few months.
January sales – where next for financial markets?
Are we close to the end of the most recent market correction? Paul O’Connor, Head of the UK Multi-Asset Team, argues that, while there is more froth to blow off, investors now have plenty of downside hedging in place, having looked bullishly complacent coming into 2022.