In their mid-year outlook, the PCS Team at Janus Henderson discusses how pricing disparities between U.S. securitized and corporate bonds are creating opportunities for investors.
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In their mid-year outlook, the PCS Team at Janus Henderson discusses how higher yields are creating positively skewed return opportunities for fixed income investors.
Jim Cielinski explores the income opportunity amid rates uncertainty.
With inflation once again showing signs of easing, the Fed appears on track to cut policy rates – just not yet.
The PCS Team outlines their framework for activating a goals-based fixed income strategy.
The European Central Bank has moved ahead of the US Federal Reserve in its first move to cut interest rates. Portfolio Manager Tim Winstone tackles five questions for investors in Europe.
What investors can do if they feel like they missed the market rally.
A pivotal drop below a critical volatility level could signal the onset of a robust bond market rally. Is a turnaround imminent?
April’s CPI report keeps hopes for a summer rate cut alive, but are investors underestimating the rate trajectory through 2026?
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.
The second installment in a three-part video series explores collateralized debt obligations (CDOs) and synthetic CDOs and their role in the Global Financial Crisis.