What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Misconceptions that securitisations are ‘opaque’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
The Market GPS Multi-Asset Quarterly highlights key drivers and shares the Multi-Asset Team’s dashboard that informs their positioning.
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.
The factors driving momentum in small-cap equities and our view on what’s ahead.
The drivers of emerging market equity returns are evolving as innovation and economic decoupling join favorable demographics as future sources of excess returns.
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.