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Trade wars, ESG and demographics in China: your questions answered
In this Q&A, May Ling Wee, China equities manager, responds to key concerns for investors in China, including the impact of trade friction, environmental, social and governance (ESG) factors as well as demographic issues. She also discusses how this is creating investment opportunities and favoured sectors.
Trade wars, ESG and demographics in China: your questions answered
In this Q&A, May Ling Wee, China equities manager, responds to key concerns for investors in China, including the impact of trade friction, environmental, social and governance (ESG) factors as well as demographic issues. She also discusses how this is creating investment opportunities and favoured sectors.
Attaching a price to bond market liquidity
Portfolio Manager John Fujiwara and Research Analyst Lucy Holden discuss how low yields and volatile markets reinforce the risk premium commanded to provide bond market liquidity.
Tell Tail Signs: August 2019 – With the world distracted, options markets sniff signs of inflation
Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class.
Global money trends still downbeat
Incoming narrow money data for July have been disappointing, suggesting that a global economic recovery will be delayed until Q2 2020.
Learning from Argentina: The importance of balance in bond portfolios
The sudden rise of populist presidential candidate Alberto Fernández shook the Argentine markets and raised alarm bells among global bond investors. Portfolio Manager Seth Meyer discusses the lessons this volatility raises for bond investors, reminding them of the importance of trying to balance income and total return.
Learning from Argentina: The importance of balance in bond portfolios
The sudden rise of populist presidential candidate Alberto Fernández shook the Argentine markets and raised alarm bells among global bond investors. Portfolio Manager Seth Meyer discusses the lessons this volatility raises for bond investors, reminding them of the importance of trying to balance income and total return.
Limbo – how low can you go?
Guy Barnard and Tim Gibson, Co-Heads of the Janus Henderson Global Property Equities Team, discuss the implications of negative-yielding bonds on listed property stocks and highlight the importance of active management in this environment.
Asian dividend growth: mostly decoupled from global turbulence
Sat Duhra, Co-Manager of the Janus Henderson Asian Dividend Income Strategy along with Mike Kerley, explains why Asia is leading the way in dividend growth. Sat also identifies the best dividend-paying sectors and discusses the impact of ongoing US-China trade friction on portfolio positioning.
Volatility warrants caution in US high yield
In a period of falling interest rates, yield is valuable, and high yield therefore remains an attractive asset class. However, with increased interest rate volatility and uncertainty around economic growth, Portfolio Manager Seth Meyer says a cautious approach and a focus on strong company fundamentals are warranted.
Volatility warrants caution in US high yield
In a period of falling interest rates, yield is valuable, and high yield therefore remains an attractive asset class. However, with increased interest rate volatility and uncertainty around economic growth, Portfolio Manager Seth Meyer says a cautious approach and a focus on strong company fundamentals are warranted.
Life in the conflict zone
Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the continuing trade war between China and the US, possible trade conflicts among other countries and how this has shaped his global outlook.