Misconceptions that securitisations are ‘opaque’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?
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A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
Securitisations are ‘opaque’, ‘complex’ and ‘risky’, the myths perpetuated in the GFC era. How has the industry changed since the crisis?
Here we explore how integration of financially material ESG risks and opportunities helps Janus Henderson deliver client outcomes.
Thinking Europe? Think ‘big picture’ themes like AI, says European equities Portfolio Manager Tom O’Hara.
After years of underperformance, non-U.S. equity markets look poised for better returns.
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.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
Jim Cielinski explores the income opportunity amid rates uncertainty.
Hear the views of our asset class heads on market drivers for the second half of the year.
What are commercial mortgage-backed securities, and how might they play a role in investors’ portfolios?