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Coronavirus: how sustainable are dividends in Asia?
In this article, Mike Kerley, Asian equity income portfolio manager, shares his views on whether Asian companies will follow the recently announced dividend cuts in the US, UK and Europe, the reasons for taking a positive view on dividend sustainability in Asia, as well as portfolio positioning amid the coronavirus uncertainty.
A targeted fiscal response cannot erase all the risks
Nick Maroutsos explains that while the relief bill enacted by the US government in late March targeted the right segments of the economy, rising solvency risk may merit additional action.
Credit over equities — coupons over dividends?
Jenna Barnard, and Nicholas Ware, members of the Strategic Fixed Income Team, share their views on the recent bout of market activity, with large companies accessing the capital markets and the stream of dividend cut announcements in Europe.
Coronavirus and global real estate – a review of Q1 2020
In this video Guy Barnard, Co-Head of Global Property Equities, discusses how the team has been operating amid the coronavirus lockdown, the effects on the market so far, and explains why no significant portfolio changes have been warranted.
Macro Outlook: Opportunity amid volatility
Paul O’Connor, Head of the UK-based Multi-Asset Team, reviews a momentous first quarter for investment markets worldwide. He discusses the impact of the coronavirus pandemic across asset classes and covers the positive and negative indicators that are guiding his views on market prospects for the remainder of 2020.
Macro Outlook: Opportunity amid volatility
Paul O’Connor, Head of the UK-based Multi-Asset Team, reviews a momentous first quarter for investment markets worldwide. He discusses the impact of the coronavirus pandemic across asset classes and covers the positive and negative indicators that are guiding his views on market prospects for the remainder of 2020.
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ISG Insight: Too far, too fast – Is it time to add credit?
At its recent meeting in March the Investment Strategy Group (ISG) discussed the sell-off in asset markets and the implications for credit.
Global money data improving, may give positive signals soon
Global six-month real narrow money growth bounced back in February but remained below the 3% level cited in previous posts as a necessary condition for adopting an economic recovery forecast.
Liquidity crisis begins to heal — Strategic Fixed Income view
The coronavirus crisis continues to impact economies and markets but the liquidity crisis is seemingly beginning to heal. Jenna Barnard, Co-Head of Strategic Fixed Income, shares her views on the latest developments and explains why the team favour investment grade bonds now and how they are less bullish on government bonds going forward.
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Global Sustainable Equity: weathering the storm
Hamish Chamberlayne, Portfolio Manager on the Global Sustainable Equity strategy, discusses the current coronavirus-related market uncertainty and how a sustainable approach can help to weather the storm.
The coronavirus is reshaping the landscape and the adoption of technology
Denny Fish, portfolio manager in the Global Technology & Innovation Team, discusses how the team is navigating the coronavirus pandemic and why this period may have long-lasting positive implications for the sector.
COVID-19: Research beyond the headlines
Carmel Wellso, Director of Research, examines the implications of the COVID-19 pandemic on financial markets and discusses what Janus Henderson’s team of analysts from around the world are evaluating, including long-term behavioural changes.