The energy sector as a whole has been the weakest-performing global high-yield sector. Our corporate credit team delves into the challenges facing high-yield energy issuers today.
Energy: A Sector in Transition
Low yield is not no yield: Opportunities in structured credit
Our structured credit team highlights attractive aspects of the securitized market, including relatively short durations, high-quality credit ratings and attractive yields
The perceived lunacy of negative yields
John Pattullo, Co-Head of Strategic Fixed Income, explores the phenomenon of negative-yielding bonds; how they came about, why anyone might buy them and whether they are here to stay.
Draghi: whatever he could
Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset Team, comments on the imminent departure of Mario Draghi’s as ECB leader on 31 October 2019, as the ECB itself potentially reaches the limits of what it can achieve using the levers of monetary policy.
Investment roundtable: Views on the global economic outlook
Our senior global bond portfolio managers respond to common investor questions on the global economic outlook.
Japan Markets today Copy
One outcome from 2018’s market route had been depressed Japanese stock valuations. Today, Japanese cyclical growth stocks are regarded to be generally well-priced, with many companies trading on high single digit to low teen multiples. The belief is that these names will be re-rated once the market becomes more comfortable with Japan’s outlook. This is
Japan Markets today
One outcome from 2018’s market route had been depressed Japanese stock valuations. Today, Japanese cyclical growth stocks are regarded to be generally well-priced, with many companies trading on high single digit to low teen multiples. The belief is that these names will be re-rated once the market becomes more comfortable with Japan’s outlook. This is
Tell Tail Signs: What Are Markets Signaling?
In this quarterly webinar, Ashwin Alankar, Ph.D., Head of Global Asset Allocation, shares his perspective on current risks and opportunities in the market.
Positive on US bonds
In this snippet from the latest episode of Trust TV, Henderson Diversified Income Trust Co-Fund Manager, John Pattullo, explains why he and the team are optimistic about US bond performance; and breaks down his view on why inflation is likely to remain low for the foreseeable future. To watch the full interview, click here.
Keep your cash in play
In this presentation, Nick Maroutsos and Jason England, two of the portfolio managers on the Absolute Return Income strategy at Janus Henderson, explain how a global approach to fixed income that focuses on low volatility can help navigate this challenging environment without assuming excessive risk.