Jay Sivapalan, Head of Australian Fixed Interest for Janus Henderson Investors, discusses the very different investment landscape we find ourselves in after the pandemic...
As expected, the European Central Bank (ECB) increased policy rates today, its first hike since 2023. Rates on the deposit facility, main refinancing operations,...
By RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes
With the Fed expected to begin its easing cycle later this year, bond markets...
Janus Henderson Investors Portfolio Manager Daniel Graña notes that the most assertive of Donald Trump's economic proposals could range from being unhelpful to harmful...
In Brief:
Investors welcome deregulation under Trump 2.0
The US government played a dominant role in financial markets under the last three administrations
How...
What is the difference between private debt and private credit? Not much, the terms are interchangeable according to these two industry experts.
Nayef Perry, Head...
During recent client meetings, my outlook for higher U.S. Treasury yields in the longer term has often been high on the agenda. Clients have...
Globally, central banks are starting to cut interest rates, New Zealand and UK have both cut and cuts look imminent in the US. Our...
From Sriram Reddy, Managing Director - Credit, Man GLG
Introduction
We have been speaking about the end of the credit cycle for some time, but the...
By Robert M. Almeida, Portfolio Manager and Global Investment Strategist
Soaring policy rates have made cash a competitive asset again, prompting an overdue de-rating...



































