Janus Henderson's Barnard: In the current cycle, the biggest mistakes will be made by fear

Why the reflation trade is 'overhyped'

Jenna Barnard, co-head of strategic fixed income at Janus Henderson Investors, talks about why the reflation trade is 'overhyped', investor fears about the end of the bond bull market and gaining access to a greater US research capability.

Jenna Barnard has spent the past 15 years at Henderson Global Investors, which recently merged with Janus Capital to form Janus Henderson Investors. She started at the group as a credit analyst before becoming a portfolio manager in 2004. Alongside John Pattullo, she manages approximately £4bn of assets under management across five funds, including the £1.8bn Strategic Bond and £2.1bn Cautious Managed vehicles. Henderson's Pattullo: The income traps investors should avoid Both funds are in the second quartile over five years in their respective peer groups, while the £840m Fixed...