Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
Have We Returned to a Goldilocks Economy?
Fed Pivot Slows Advent of Cycle’s End
The U.S. Fixed Income team discusses how the Fed’s newfound patience could help stabilize the U.S. economy and extend the economic and credit cycles.
Combating Bond Market Volatility with Global Diversification
Co-Head of Global Bonds Nick Maroutsos explains why investors should be mindful of where they hold duration exposure in light of a flattening yield curve.
China: The Swing Factor in Global Growth
Jennifer James, Lead Analyst within the Emerging Market Debt team, looks at the importance of China for Global growth and how policy shifts may be opening up domestic opportunities.
Sector Spotlight: Food and Beverage
Shifting consumer habits are shaking up the food and beverage industry, creating the need for a selective approach when owning these traditionally defensive names.
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.
A tactical approach to managing duration
Jay Sivapalan, Head of Australian Fixed Interest, discusses the Janus Henderson Tactical Income Fund’s active duration management in response to the evolving investment landscape.
Free Yourself From Average Thinking: Big Moves Matter
Dr. Myron Scholes and Dr. Ashwin Alankar describe how successfully managing tail risks is key to maximizing terminal value.
China’s role on the global stage
Charlie Awdry, China equities portfolio manager, discusses how disruption is playing out in China and the potential disruptive impact of China on global markets going forward.
Challenge Conventional Forces and Build a Better Business
Our latest podcast from Janus Henderson Radio: Learn how to challenge conventional forces and build a better business through quality client acquisition.