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Janus Henderson: Fact vs Fiction: Is the CLO market too concentrated?
There’s a misconception that the CLO market is heavily skewed towards a particular sector or region, concentrating risk. Portfolio Managers Denis Struc and Ian Bettney challenge this myth and demonstrate that its composition is actually advantageous.
Janus Henderson: Changing of the guard: Bonds react to European policy shifts
Tim Winstone, fixed income portfolio manager, considers the impact on credit markets of a seismic shift in tone on defence and fiscal spending in Germany and a more subtle policy shift at the European Central Bank.
Janus Henderson: Changing of the guard: Bonds react to European policy shifts
Tim Winstone, fixed income portfolio manager, considers the impact on credit markets of a seismic shift in tone on defence and fiscal spending in Germany and a more subtle policy shift at the European Central Bank.