The Global Bonds Team discuss where they see bond yields heading using four analytical frameworks including their own historical analysis.
How low might bond yields go?
William Cassidy
William (Bill) Cassidy is Chief Technology Officer at Janus Henderson Investors, a position he has held since 2024.
Vote for REITs!
Why listed real estate could make for a winning campaign now.
Will a new candidate create volatility for healthcare stocks?
Why we do not expect the last-minute change in the U.S. presidential election to lead to heightened volatility in healthcare stocks.
Quick View: History is written by the victors – in this case, the Fed
With inflation’s downward path appearing sustainable, the Fed believes the time has come to step away from highly restrictive monetary policy.
Signal from noise: What is going on in the US employment market?
Downward revisions to jobs numbers provide further support for interest rate cuts.
Is convertible arbitrage making a comeback in liquid alternative portfolios?
Convertible bonds are back in vogue, after being sidelined in investors’ portfolios since 2022. But why? And for how long?
Calling the bottom in European real estate
Multiple factors support an increasing confidence in the prospects for listed European property stocks for the remainder of 2024 and beyond.
Welcome
The first half of 2024 had its fair share of drama. Technology giants vied for market leadership.
Accomplishing a soft landing
Oliver Blackbourn looks back at the first half of 2024 as markets accept central bank success in achieving a soft landing for the economy.