Head of Global Aggregate Strategies | Portfolio Manager
Andrew Mulliner is Head of Global Aggregate Strategies and co-manages the Global Multi-Sector Fixed Income, Global Total Return Bond and Global ex UK Government Bond strategies at Janus Henderson Investors. Andrew joined Henderson in 2007 as an investment assistant and later became an assistant portfolio manager. Prior to this, he worked at Old Mutual plc as a junior financial analyst.
Andrew has a BSc degree in psychology from the University of Nottingham. He holds the Chartered Financial Analyst designation and has 15 years of financial industry experience.
The sharp sell-off in government bond yields in the last few weeks is testing the patience of central banks and bond markets are reacting to the hawkish messages. Portfolio Manager Andrew Mulliner explains.
Andrew Mulliner, Head of Global Aggregate within the Global Bonds Team, remarks on the substantial surge in core US CPI inflation in April and explains why he does not consider this a change in the secular inflation regime.
The world is set for a strong cyclical recovery. Andrew Mulliner, Head of Global Aggregate Strategies, shares his thoughts on the divergence in economic fortunes that are beginning to appear and the likely impact on investment opportunities.
Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies and Bethany Payne, Portfolio Manager, outline the implications of the announcements by the UK government in November 2020, that RPI will be aligned with CPIH from February 2030 and green gilts are to be issued from this year.
Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies, explains why 2021 will likely be a year of recovery, though he cautions that we should keep one eye on inflation and inflation expectations.
The stabilisation of US economic growth amid unprecedented fiscal and monetary stimulus has raised questions about the likelihood of inflation returning. Jim Cielinski, Global Head of Fixed Income, and Andrew Mulliner, Head of Global Aggregate Strategies, both members of the Fixed Income Investment Strategy Group (ISG)*, explain why they do not see significant risks of sustained higher inflation materialising in the next few years, though caution that short-term spikes are possible and investors should evaluate the diversity that their fixed income portfolios provide.