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.
Emma Sinnamon
Ben Ford
Sarah Capes
Nina Bhatt
Nina Bhatt is Head of UK Consultant Relations at Janus Henderson Investors, a position she has held since 2012.
Charley Smith, CFA
Charley Smith is Director of Institutional Business at Janus Henderson Investors, a position she has held since 2021. In this role, she focuses on the firm’s institutional business development in the United Kingdom. She joined the firm as associate director of institutional business in 2017. Prior to this, Charley was vice president and relationship manager
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.
Inflation: is that it?
John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors, which in his opinion, indicate that current inflation is much more cyclical than structural.
Plotting a course through volatile bond markets
Nick Maroutsos, Co-Head of Global Bonds, explains why the US Federal Reserve (Fed) will likely not meet its 2019 interest rate forecast and how investors should position themselves for a more subdued rate path.
Cracks in the Credit Cycle
Portfolio Managers Darrell Watters and Mike Keough identify signs that the credit cycle has turned and highlight what to watch in the year ahead.