What happens when buyers become sellers? We see a significant shift in the UK gilts market as key buyers including pension funds, the Bank of England and insurers are now turning into "net sellers" of these assets.
US budget deficit may mean yields stay higher for longer
Traditional assets may be sufficient in today’s conditions
Modest rate cuts would be justified in this scenario, says US investment giant
Fundamental research can reveal opportunities in the asset class
How fixed income investors are incorporating climate change into portfolios
Webinar looks at how to consider climate change in fixed income portfolios
Liquidity in fixed income markets has become more challenged given the fall-out from liability-driven investment (LDI) selling. With recession and energy crisis worries, Janus Henderson Investors' Head of Loans, David Milward discusses whether loans can continue to show resilience through the market volatility.