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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The Fed’s decisive move to cut interest rates again coupled with a quick election outcome introduces a mix of clarity and uncertainty in the US.
Amid a glut of new supply, compelling relative value opportunities have emerged in European collateralised loan obligations.
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?
How can enhanced index strategies help to make passive investments work more efficiently in investors’ portfolios?
The factors driving an extended insurance pricing cycle in the U.S. and how to navigate the growth opportunities and risks present in this evolving landscape.
After years of underperformance, non-U.S. equity markets look poised for better returns.
Convertible bonds are back in vogue, after being sidelined in investors’ portfolios since 2022. But why? And for how long?
Why the lack of a viable utility-scale, long-duration energy storage solution has far-reaching implications.
Janus Henderson's recent Global Investment Summit explored growth drivers in equities, highlighting key investment themes and opportunities across the market capitalization spectrum.