Jim Caron, Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.
Having increased the equity allocation in our portfolios in late May, we have also identified a number of tactical opportunities in the fixed income space. In this week’s update we discuss each investment idea which led to these position changes:
Jenna Barnard, Co-Head of Strategic Fixed Income, shares the Strategic Fixed Income Team’s current thoughts and views on bond markets, and addresses the most frequently asked question: is inflation on the rise?
Entscheidend bei der Bewältigung der Krise ist, wie die Staaten vor COVID-19 aufgestellt waren.
COVID-19 is a disruption event with enormous personal, societal and economic repercussions, the origins and effects of which are amplified by an increasingly interconnected world. As fixed income investors, we are closely monitoring the near-term and longer-term consequences, and in particular, we are watching six implications of the pandemic for sustainable investing.
Neal Rayner, Head of US Fixed Income Trading, manages a team of bond traders covering investment grade and high yield corporate bonds, structured finance and the interest rate markets.
Jenna Barnard and Nicholas Ware, Portfolio Managers in the Strategic Fixed Income Team, provide an update on the shape of the recovery in corporate bond markets following the virtual heart attack experienced in March.
John Pattullo, Co-Head of Strategic Fixed Income, believes that over the last month corporate bond spreads have gone from scary cheap to just ‘kind of cheap’ now. As the dust settles in the markets, he remains optimistic that there are opportunities to be had going forwards.
Ein englischsprachigen Kommentar von Jenna Barnard und Nicholas Ware vom Strategic Fixed Income-Team von Janus Henderson Investors.
In der vergangenen Woche hat eine fragile Stabilität die Märkte erfasst. Unternehmensanleihen mit Investment Grade (IG) übernahmen die Führung bei dieser Markterholung. Das verheißt Gutes, denn so könnten wir die Komplexität einer Kreditkrise und einer daraus resultierenden Insolvenzkrise vermeiden.
