Looking at whether bond yields can offer predictive information about total returns from bonds.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Considering the prospects for corporate bonds and some of the compelling reasons to lock in current income levels.
Ali Dibadj, CEO, speaks with Janus Henderson’s experts about shifting market dynamics and the growing demand for active management.
Resilient hard economic data give the Fed cover to further observe the possible inflationary impact of still-uncertain tariffs.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
Credit fundamentals and yields are supportive but an up in quality approach should help mitigate risks.
ECB June rate cut reflects solid progress towards target inflation.
The physical world is replete with examples of how combining things can create something special – the same can be true in the world of finance.
High income and less sensitivity to credit spread moves underpin the resilience of European AAA CLO performance amid broader market volatility.
Building portfolio resilience is a key objective for investors during uncertain times. How can AAA CLOs offer a potential solution?