Importance of credit quality, durable income, duration positioning, and the benefits of CLOs.
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Balancing risk and income in a more complex environment.
The opportunity set in European equities is being reshaped – with structural shifts gathering pace beneath the surface.
With credit spreads at historic tights and rates moving higher, investors should focus on resilient yield, as there is limited room for price appreciation.
As geopolitical uncertainty continues, smaller companies are responding faster, signalling a change in where returns are generated.
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.
Bond investors need a framework to determine how to best position duration within a global portfolio during a period of conflict-driven inflation.
Can NVIDIA convince the markets that it deserves more recognition for its potential for longer-term sustainable growth and continued innovation?
How geopolitics is creating tactical opportunities within the chemical sector.
Current trends, risks, and opportunities for investors within the office real estate market.
Tom Ross and Tim Winstone, fixed income portfolio managers at Janus Henderson, reflect on why corporate bond markets are resilient in the face of geopolitical tensions.