Navigating Volatile Bond Markets
Nick Maroutsos explains why the Fed will likely not meet its 2019 interest rate target and how investors should position themselves for a more subdued rate path.
Setting the Stage for 2019
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.
High Yield – Navigating a Slowdown
Credit managers Tom Ross, Thomas Hanson and Seth Meyer contrast the current backdrop for high yield with previous tightening cycles, indicating that dispersion can be the friend of the active investor.
Risks and Opportunities in Agency MBS
A number of factors are set to influence agency MBS in 2019. Head of U.S. Securitized Products John Kerschner discusses the market’s dynamics and the risks and opportunities on the horizon.
Cracks in the Credit Cycle
Portfolio Managers Darrell Watters and Mike Keough identify signals indicative of an advancing credit cycle and highlight what to watch in the year ahead.
Inflation – Is That It?
John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors that he believes indicate that current inflation is more cyclical than structural.
Digital Natives Come of Age
In this video, Richard Clode, Global Technology Portfolio Manager, talking at the Janus Henderson 2019 UK Investment Conference, describes how a convergence of technical trends and a digital generation ready to embrace change is likely to shape the future of companies.
Knowledge Labs | Investments & Wealth Research
2018 PLANSPONSOR DC Investment Survey
In its twelfth year, the PLANSPONSOR/Janus Henderson DC Investment Study indicates a continuation of the multi-year trend of plans selecting target-date funds (TDFs) as the qualified default investment alternative (QDIA) option for plan participants.