The French President’s surprise calling of a snap election in response to a stronger showing from the far right in the European election has driven volatility in French bonds. Hear from Janus Henderson’s credit team on whether this represents an opportunity or risk.
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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.
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The conditions that have buoyed credit markets in recent months look set to continue.
Why we should be on solid ground for rate cuts and the implications for bond markets.
How Zillow’s failed house-flipping business demonstrates the value of active management in MBS investing.
Why we believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.
Amid continued global economic uncertainty, the outlook for emerging markets is looking relatively brighter.