Janus Henderson’s Head of U.S. Securitized John Kerschner and Portfolio Manager Nick Childs explain why they believe key risks are now largely priced in to fixed income markets, with selective areas – particularly mortgage-backed securities – presenting...
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.
Growth driven by oil and financial sectors but headwinds predicted for second half of year
LGBT Great reveals the first six financial services firms that have succeeded
David Whitehair says such fund structures can provide easier access to alternative assets
Jim Cielinski looks at why this cycle might be different and at some key metrics for monitoring its development.
Jennifer James, Emerging Market Credit Portfolio Manager, explores how the People’s Bank of China’s digital currency has been several years in the making but has the potential to rapidly reshape the payments industry.
James Briggs and Anil Shenoy from Janus Henderson Investors share their thoughts on climate change risk management in Buy & Maintain defined benefit pension scheme investments
Q2 rise in payouts driven by businesses restarting dividends cancelled during the pandemic
Andrew Mulliner remarks on the substantial surge in core US CPI inflation in April and explains why he does not consider this a change in the secular inflation regime