John Kerschner and Ian Bettney from Janus Henderson’s Global Securitised Team examine how CLOs and other securitised assets have weathered recent volatility, and why selectivity and active management remain central to capturing opportunities across the market.
Rothesay becomes first insurer to join the Pension Chapter of the Female Forum as a corporate partner
Pensions Chapter invites JHI’s Sarah de Lagarde and Alison Porter to discuss AI and pensions
Inflation has fallen to its lowest level in 17 months
As ESG investing suffers a backlash, Janus Henderson is sticking to its principles, says Natasha Page
Other trustee concerns include covenant risk and investment underperformance
Janus Henderson’s Portfolio Managers James Briggs and Tim Winstone look back at previous Eurozone economic downturns for their impact on investment grade corporate bonds and whether parallels exist with today.
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.