After the economic and market shock of recent months it is easy for investors to assume that policy stimulus and an easing of lockdowns will lead to a return to normality. In this presentation Nick Maroutsos and Jason England, co-managers of the Absolute Return Income strategy at Janus Henderson, discuss:
•The risks that are facing fixed income markets as corporate borrowers adjust to a new reality, government debt loads swell and political concerns return.
•Why it is more important than ever to identify value on the yield curve.
•How they have positioned the portfolio to capture opportunities and navigate market volatility.