Is JA bullish or bearish?

Based on 1 trade ideas from 1 analysts, JA sentiment is 100% bullish. There are 1 bullish and 0 bearish calls from 1 sources.

What do analysts say about Janus Henderson AA-A CLO ETF (JA)?

1 analysts have published opinions on Janus Henderson AA-A CLO ETF (JA) tracked on Buzzberg across 1 sources including YouTube, Twitter/X, and Substack. Current sentiment score: 100%.

JA Janus Henderson AA-A CLO ETF : Bullish and Bearish Analyst Opinions

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18:27
Feb 19

John Kerschner Global Head of Products/PM, Janus Henderson Investors Bloomberg Markets

Software stocks are crashing (IGV down 22%), but actual corporate defaults have not risen yet. The volatility in software equity hurts the "Equity" and "BB" tranches of CLOs (which hold ~14-19% software debt). However, Investment Grade tranches (AAA, A, BBB) are insulated from price volatility as long as defaults remain low. Floating rate structures protect against rate volatility. LONG. Investors should move down the stack from AAA to A/BBB (JBBB) to capture 50-100bps extra yield with minimal added default risk. A spike in actual corporate defaults (not just stock price drops) in the software sector.

About JA Analyst Coverage

Buzzberg tracks JA (Janus Henderson AA-A CLO ETF) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.