Debates abound on what to make of markets’ behavior. Here we assess the fundamentally-driven changes and outline levers that can be pulled to help close the return gap.
Cautious – Patient – Selective
Breaking Down Plastic Pollution
Hamish Chamberlayne, Head of SRI, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.
Helping Clients Hit with Large Tax Bills
A proprietary survey by Janus Henderson finds that some households with incomes over $100,000 were hit with larger tax bills this year.
Tell Tail Signs: The Twilight of Accommodative Monetary Policy’s Efficacy
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.
Leveraged loans — a look behind the headlines
The financial press has not been short of alarming headlines on leveraged loans in recent months. Elissa Johnson, Portfolio Manager within Janus Henderson’s specialist loans team headed by David Milward, clarifies some of the negativity in the messages from a European perspective…
Sector spotlight: food and beverage
John Lloyd, Co-Head of Credit Research, shines the spotlight on the food and beverage sector, exploring the challenges that the industry faces and what this might mean for bond investors.
Combatting bond market volatility with global diversification
Nick Maroutsos, Co-Head of Global Bonds, explains why it is important to focus on quality bonds in periods of potential bond market volatility
Have we returned to a Goldilocks economy?
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
Fed pivot slows advent of cycle’s end
US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, discuss what the US Federal Reserve’s newly dovish stance means for markets.
How did they miss it? Central bankers and the global economic downturn…
Jenna Barnard, Co-Head of Strategic Fixed Income, explains how and why so many major central banks have been wrong-footed on economic growth in their countries and around the globe.