Janus Henderson Flexible Bond Managed Account Q1 2026 Commentary
The Janus Henderson Flexible Bond Managed Account reported a slight negative return of -0.08% for Q1 2026. The portfolio's performance was impacted by an overweight allocation to spread risk and exposure to agency mortgage-backed securities. However, the firm sees potential for favorable long-term returns due to recent spread widening and rising yields.
- ▪The portfolio returned -0.08% (gross) while the Bloomberg U.S. Aggregate Bond Index returned -0.05%.
- ▪An overweight allocation to spread risk and exposure to agency mortgage-backed securities detracted from relative performance.
- ▪Allocations to asset-backed securities and private-label collateralized mortgage obligations contributed positively.
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